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.
Warren Buffett Extends His Lead in Hedge Fund Wager
on March 11, 2015
with No Comments
With three years remaining on a ten year $1 million bet, Buffett is sitting pretty to win it.
Sordid History of the Income Tax: from 3% to 39.6%
on March 10, 2015
with No Comments
The only time the original terms of the Constitution have been explicitly rejected and changed was to give the government the right to tax people unequally.
Did Obama Violate an SEC Regulation?
on March 8, 2015
with No Comments
From the blind eye of the law, this seems like a violation of SEC regulation.
Garrett Planning Network SEC Anti-Testimonial Violation
on March 7, 2015
with No Comments
We expect the Garrett Planning Network to quickly take down these SEC violations from their website in response.
Sheryl Garrett Should Have Distanced Herself From Obama Like The AARP
on March 7, 2015
with No Comments
It isn’t too late to print a retraction.
There Are No Such Things As “Fiduciary Rules”
on March 6, 2015
with No Comments
The principles of a fiduciary cannot be condensed into a set of rules.
Jack Bogle: Investing Outside The United States
on March 5, 2015
with No Comments
“We still have plenty of problems, but we’re much better than France, Britain and Germany.”
Are CEOs Talented or Just Lucky?
on March 4, 2015
with No Comments
The legal defense of Harold Hamm hinged on the belief that his wealth was the result of happenstance.
Rethinking Government Spending
on March 3, 2015
with No Comments
In 2013, Nancy Pelosi said “there’s no cuts to make,” but that’s ridiculous.
What Does It Mean To Be A Fee-Only Fiduciary?
on March 2, 2015
with No Comments
Most investors are not aware of an important separation in the professionals of the financial services industry.
Twitter’s Reign of Terror
on March 1, 2015
with No Comments
“They find whatever is different and peck it to death.”
Preparing Your “Digital Estate” – Social Media Edition
on February 27, 2015
with No Comments
What happens to my Facebook, Twitter, Wordpress, and other online accounts when I die? Could I decide?
Mailbag: Is There An Advantage For Me To Do A Roth Conversion?
on February 26, 2015
with No Comments
My wife and I are 65 years old and I am newly retired. Is there any advantage in doing a Roth conversion this year?
Social Security for 70’s Child
on February 25, 2015
with No Comments
“I’m 58 and I’ve been married and divorced twice. …I realize this is complicated, but you gotta love the 70’s!”
How Much Does the Government Cost?
on February 24, 2015
with No Comments
Is it fair for the government to confiscate a full quarter of the average person’s earnings every year? Where does it all go?