We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.

Subscribe to receive our weekly newsletter.


Our Articles

Should I Take Everything Out Because the Markets are Recovering?
with No Comments

Dare to be dull. When you rebalance instead of following the crowd, you set yourself up for greater expected returns and are the definition of being a contrarian.

#TBT Can I Contribute to Both a SEP and a 401(k)?
with No Comments

The IRS very clearly says, “Yes, you can set up a SEP for your self-employed business even if you participate in your employer’s retirement plan at a second job.”

False Prophets Claim to Have Accurately Predicted Each Crisis
with No Comments

Already the COVID-19 predictions have started to come in. Do not be deceived by them. Do not be afraid of them.

How to Spend: Waste Nothing
with No Comments

The presumption that there is always more fun to be had has a two-fold positive effect on my life.

How to Open an Account Using Schwab.com
with No Comments

If you want to open a Scwhab account to be hand-traded by Marotta, then one option for opening that account is to use Schwab.com’s online account open.

Our Answers to Form CRS Conversation Starter Questions
with No Comments

As part of the requirements, the SEC wrote passages which must be included verbatim in each relationship summary. Some of that required text are so-called conversation starter questions.

#TBT Remembering June 5, 2013
with No Comments

There is an illusion that the executive branch will handle the collection of all our data with respect and care. I hope that current times can shatter that illusion for you.

The Stock-Bond Shuffle of Asset Location
with No Comments

Oddly, this technique might involve selling a bond position in the taxable account for a small capital gain, and buying that exact same position in an IRA in order to keep the portfolio in balance.

How To Spend: Purchase In Season
with No Comments

When I was really young, I did not realize that food had a season. What a privilege of our modern era!

How to Transfer Your Economic Impact Payment Card Into Your Bank Account
with No Comments

It took me one hour to complete from start to finish. Hopefully, now that I have bumbled my way through it on my own and documented the steps, it takes you less time.

Did Gold Do Better Than The Markets? (2020)
with No Comments

Gold is extremely volatile and still doesn’t do much more than vaguely keep up with inflation. You can do better.

#TBT The Delirious Happiness of Free Market Choice
with No Comments

This 2015 article details one of the most brilliant breakthroughs in all of food science and how it relates to almost every aspect of life.

You Deserve More Than Investment Management and a Retirement Plan
with No Comments

We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives for free on our blog, but we offer more services than that to our clients.

Do Children Need To File A Tax Return To Fund Their Roth IRA? (2020)
with No Comments

Don’t let stress about tax filing requirements keep you or your child from a powerful opportunity to provide for their future.

Yet Another Chance to Redistribute Your 2020 RMD
with No Comments

Hopefully, this extension helps some take advantage of this welcome relief.

1 2 3 4 5 6 7 8 173

Like what you read? Subscribe to our newsletter!