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

#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.

Schwab Mobile App: How to Deposit a Check
with No Comments

One of the best features of the app is that you can deposit checks to your Schwab Bank account or Schwab investment account directly from your smartphone.

Where to Find Statements and Tax Documents on Schwab.com
with No Comments

If you are receiving electronic delivery, you will likely want to know how to locate Schwab account statements and tax forms online. Luckily, the process is fairly simple.

Merrill Lynch Is A Terrible Choice
with No Comments

They admit that they do not rebalance, have been subject to lawsuits claiming they are predatory, and are held to a relaxed standard designed specifically for them.

The S&P 500 Recovered Today from the 2020 COVID Bear Market
with No Comments

Those who flat-lined to cash or who waited to invest their cash until the markets looked better missed out on the recovery.

How to Change Your IRA Beneficiary Designations After the SECURE Act
with No Comments

Now non-nuclear family or friends who are more than 10 years younger than the decedent and in good health are never eligible for stretch provisions and must distribute the whole balance over 10 years.

1 6 7 8 9 10 11 12 180

Like what you read? Subscribe to our newsletter!