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.
Should I Fund a Roth or a Traditional Account?
on June 14, 2015
with No Comments
As with many financial decisions, our gut feelings deceive us on this matter.
How to Get Out of Debt: Implement Your Plan
on June 12, 2015
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Now that you know where you are headed and the steps you want to take to get out of debt, it is time to take action!
A Guide to Your W-4
on June 10, 2015
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All new employees have to fill out form W-4, but despite its ubiquity, most people don’t understand it.
Tax Alpha: How to Fix a Client Portfolio
on June 9, 2015
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Good financial planners can be worth their weight in gold in helping clients build a tax-efficient portfolio.
Defining Your Sectors
on June 7, 2015
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The process of defining your sectors is an attempt to identify the quintessential features of your strategy and formalize your selection criteria.
How to Get Out of Debt: Make a Plan
on June 5, 2015
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To get out of debt, you need an emergency cushion, a budget, and a plan of attack.
Will Preferred Stocks Hypnotize With Yield?
on June 3, 2015
with No Comments
Despite the appearance of stability, preferred stocks can become especially volatile when markets are reeling.
What Is The Relationship Between Turnover Rate And Number Of Holdings?
on June 2, 2015
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The greater the number of holdings the lower the turnover rate with one surprising exception.
Do Resource Stocks Deserve Their Own Asset Class?
on May 31, 2015
with No Comments
Resource stocks represent one of the most interesting collections of diverse indexes as they do not always move in sync with one another.
How to Get Out of Debt: Assess Your Situation
on May 29, 2015
with No Comments
Make a list of all your debt and figure out where your money is going every month.
What Is Turnover Rate?
on May 28, 2015
with No Comments
Beware the turnover rate. It’s much wiser to invest in funds managed by people you trust.
The Crowd Is Usually Wrong
on May 27, 2015
with No Comments
Stocks less frequently traded have better returns.
What Is the Correlation Between Value, Growth, Large and Small Cap Stocks?
on May 26, 2015
with No Comments
The higher the correlation the greater the justification to put them in the same asset class.
The Asset Allocation Within Your Asset Allocation
on May 24, 2015
with No Comments
It is good to take the two categories which are most similar and use them as underlying sector divisions within the same larger asset class.
How to Get Out of Debt: Recognize the Problem
on May 22, 2015
with No Comments
Most people are comfortable with having some debt (like a mortgage, for example). But how much is too much?