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

How to Get Out of Debt: Summary
with No Comments

This is a visual summary of the process of getting out of debt.

Managerial Lessons from Game Mastering
with No Comments

Pen-and-paper roleplaying games have a lot of unique lessons to offer, particularly for policymakers and managers.

Mailbag: What Does The Shanghai Composite Being Down 32.1% Mean?
with No Comments

Is it a crash or just a correction? On average, the drop from peak to trough takes 85 days and the markets have recovered after another 107 days.

How Quickly Should I Pay My Student Loans?
with 1 Comment

For those who do not want to be investors, a fast-track repayment may be best. But for those willing to save and invest, there is a better option.

What Should I Do When They Close The New York Stock Exchange?
with No Comments

Is there something I need to do today or tomorrow?

Investment Stewardship Has Come a Long Way
with No Comments

Advisors have helped to shift fund management toward stewardship, but many fund companies still have room for improvement.

Only 20% of Advisors Avoid Active Management Strategies
with No Comments

The majority of advisors make the mistake of having significant or moderate use of actively managed funds.

How to Intentionally Realize Capital Gains
with No Comments

Careful tax planning can avoid much of the capital gains tax.

How to Get Out of Debt: Rebuild
with No Comments

You have laid a good foundation: you are out of debt (or out of bad debt) and you’re ready for a clean start. Commit to keeping your financial life that way.

Why is Organic Food Expensive?
with No Comments

Organic food has a reputation for being healthier than non-organic food, but neither of these claims should be taken at face value.

The Markets Are Inherently Volatile
with No Comments

Most investors don’t understand what that means.

The Complete Guide to Automating Your Savings
with No Comments

After automating your entire investment plan, you can save and invest without even having to watch.

Marotta’s 2015 Vanguard Gone-Fishing Portfolio Calculator
with No Comments

If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

How to Get Out of Debt: Monitor and Adjust
with No Comments

Real life rarely goes according to plan. Set aside time periodically to assess your progress.

What Is The Relationship Between Turnover Rate and Returns?
with No Comments

A high turnover rate is not something you want in a stock fund.

1 99 100 101 102 103 104 105 209

Like what you read? Subscribe to our newsletter!