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Our Articles

What Investors Really Want
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“In reflecting on our experiences as advisers and investors, we’ve come up with what we believe are the key and often unspoken wants and needs of our investors.”

The Economics of a Thanksgiving Turkey
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The average factory-farmed frozen turkey from a grocery story is sold for as little as $0.67 per pound. Economics can offer five explanations.

2015 IRA and Roth Contribution Limits
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Here are the 2015 contribution limits and income phaseouts for contributions to Traditional IRAs and Roth IRAs for retirement saving planning.

Five Principles Of Spending
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How to judge if your money was well spent.

Ten Red Flags Of Emails Trying To Steal Your Identity
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Eternal vigilance is the price of liberty.

We Need a Partial Shutdown of Government
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Unless McConnell is willing to risk a government shutdown, he will ultimately have to acquiesce to Obama’s wishes.

Radio: Parts of the Government Should be Shut Down
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David John Marotta was interviewed discussing government waste and what would happen if parts of the government were shut down.

Mailbox: Which States Allow Prize-Linked Savings Accounts?
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There are thirteen states so far. Does your state allow them?

Bogle’s Best Advice: Don’t Peek
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When it comes to finances, just shut your eyes and keep them closed.

Do New Healthcare Plans Cost More?
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Last year plans were being cancelled. This year, citizens are receiving notifications of rate hikes in the double digits. Is this really happening?

The Influence of American Values on Garry Kasparov
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As a libertarian and former chess prodigy, I enjoyed very much an address by Gary Kasparov at the Cato Institute entitled, “The Influence of American Values.”

Planning Clients Often Don’t Get What They Pay For
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While I agree with the study, I don’t know that I agree with the prescribed solutions suggested.

Interview with Senatorial Candidate Robert Sarvis
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We e-mailed all the senatorial candidates inviting them to be interviewed on our blog. Of all the candidates, Robert Sarvis, the Libertarian 2014 Virginia Senatorial candidate, was the only one to respond.

The Drive of the Lottery
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The lottery is based on the most powerful way to motivate people and change their behavior: a variable reward in response to a specific behavior.

Tax Limits: 2015 Employer-Sponsored Retirement Plans
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It’s important to know the limits so you don’t over-contribute and incur tax penalties, but contribute just the right amount (based on your income) for your future standard of living.

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