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.
Schwab Intelligent Portfolios: Incomplete Rebalancing Algorithm
See our review of the two pros and nine cons of how Schwab monitors and rebalances portfolios.
Radio: Twelve Tax Planning Agenda Items To Do Before April 15
It is better to do tax planning all throughout the year, but here are 12 things to do (or plan to do in the coming year) before April 15.
Investing Lessons from the Birth and Death of the Virginia Company
Investing in America began with the bankruptcy of the hottest stock in England.
Tax by Fiat: Legacy of James Wilson
The arguments for greater government power have always been the same.
Schwab Intelligent Portfolios: Built on a Faulty Premise
It is a great marketing campaign, and the service is a wonderful idea, but the asset allocations of SIPs aren’t actually that intelligent.
Preparing Your “Digital Estate” – Hardware and Digital Property
You probably have dozens of online accounts and possibly hundreds of dollars of digital property. What happens to it when you die?
Vanguard Sends A Letter To Directors, Will A Stick Follow?
A board of directors is supposed to be accountable to the shareholders but sometimes they need a reminder.
Are Socially Responsible Investing (SRI) Funds Better Investments?
“What do you think of the idea of Socially Responsible Investing (SRI) implemented simply by investing in something like the Domini Social Equity Fund (DSEFX)?”
Stock Ownership Is a Bad Strategy for Social Change
You cannot help a company by buying its stock.
Jack Bogle: The Value Of An Advisor Who Sticks To A Long-Term Plan
“Advisers need to sell their value as keeping their clients from doing the wrong thing at the wrong time.”
Warren Buffett Extends His Lead in Hedge Fund Wager
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%
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?
From the blind eye of the law, this seems like a violation of SEC regulation.
Garrett Planning Network SEC Anti-Testimonial Violation
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
It isn’t too late to print a retraction.