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

Vote Early Instead of Voting Absentee (Virginia)
with No Comments

Voting early has the same process as voting in-person.

Surviving A Bear Attack in the Markets
with No Comments

“No decent planner would ever create a plan that didn’t account for frequent market drops.”

Q&A: Can a 529 Reimburse for Last Year’s Expenses?
with No Comments

Unfortunately, neither “yes” nor “no” is a correct answer to this question.

Schwab Mobile App: How to Set-Up or Use a MoneyLink
with No Comments

The Schwab mobile app gives you the ability to establish a MoneyLink so that you can move funds between your bank or other external account and your Schwab account at any time directly from the app.

No, We Do Not Need a National Retirement System
with No Comments

Rekenthaler’s proposed narrowing of choices to a one-size fits all national solution provides a poor substitution for our current choices.

#TBT Diversify and Rebalance More Than Just Your Investments
with No Comments

During this season of uncertainty, this 2018 article reminds us that diversification and rebalancing in our non-financial portfolios can help as well.

A Review of Finances at Age 60
with No Comments

I’m turning 60 this week. Even though I plan on working as long as possible, this is an important check point.

How to Save for Retirement When You Are Old And Broke
with No Comments

No matter how small your savings or when you start accumulating them, those small changes have large effects over time.

Where to Find Paperless Shareholder Materials on Schwab.com
with No Comments

The best way to find old shareholder materials is to search your own email inbox.

Before the Estate Tax Exclusion Sunsets in 2026
with No Comments

Individuals with more than $5M may be served well from gifting to utilize the higher estate exclusions before they sunset.

How to Transfer 529 Funds From One Family Member To Another
with No Comments

You can transfer up or across the family tree. However, if you want to transfer down a family tree, you can run into taxation problems.

Socially Responsible Consumption Instead Of Socially Responsible Investing
with No Comments

Even if you are just a tiny piece of the puzzle, all the pieces are essential.

Marotta Family Saying: Be a Bad Poet
with No Comments

The phrase “bad poet” reminds me of that day when I was in elementary school. It is a lesson for each of us, regardless of our income level.

#TBT Do Investors Deserve to Make Money?
with No Comments

This 2013 article explores whether the person who sits idly by while their stocks increase their net worth deserves the money they make.

Four Reasons to Rebalance
with No Comments

In these ways, rebalancing can be of great value to a long-term investor’s portfolio.

1 4 5 6 7 8 9 10 179

Like what you read? Subscribe to our newsletter!