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.
The Efficient Frontier Of Investing
on August 4, 2014
with No Comments
Many investors don’t appreciate asset allocation or understand intuitively how a diversified portfolio can exceed the sum of its parts.
Why Are Canadian Drugs Cheaper?
on August 3, 2014
with No Comments
Why shouldn’t we just institute price controls in America?
Misleading Statistics About Pharmaceutical Companies
on August 2, 2014
with No Comments
It is difficult to reason with people who lie and mislead in their statistics because they believe that they have the moral high ground.
Radio: Beware of Government Regulation Intended to Quell Competition
on August 1, 2014
with No Comments
Listen to David Marotta discuss the dangers of government regulation, especially when invited by an industry to suppress competition in the name of “safety.”
SEC Q&A: What Should I Do If the Financial Professional Claims that He or She Is “Certified”?
on July 30, 2014
with No Comments
We believe that NAPFA advisors are a well sought minority of financial advisors.
What Is The Most Important Attribute When Hiring An Investment Manager?
on July 28, 2014
with No Comments
Do you want to trust your advisor is acting in your best interests or do you want them to have the legal obligation and be free of commission-based conflicts of interest?
Chipotle’s Wisdom
on July 27, 2014
with No Comments
These quotes are provocative for what they say about us as Americans.
Newlywed To Do List
on July 26, 2014
with No Comments
While you know about the duplicate wedding gifts to exchange or return, and your mother is reminding you to finish writing Thank You notes, you might not remember all the other things you need to do.
Is AmazonSmile Good For Charities?
on July 24, 2014
with No Comments
There is no reason why charities should not be thankful.
SEC Q&A: How Do I Find Out Whether an Investment Adviser Ever Had Problems with a Government Regulator or Has a Disciplinary History?
on July 23, 2014
with No Comments
You can get copies of Form ADV by accessing the Investment Adviser Public Disclosure (IAPD) website.
Freedom Investing Since 2000
on July 21, 2014
with No Comments
Recently we did an analysis of the returns of the MSCI Country Specific Indexes
The Wealth Of Nations Is Their Freedom
on July 20, 2014
with No Comments
“When institutions protect the liberty of individuals, greater prosperity results for all.” – Adam Smith
Freedom Investing Beats EAFE Index by 3.92% Annualized Over Past Decade
on July 19, 2014
with No Comments
Over the past decade the economically free countries have an annualized return of 11.34%. The S&P 500’s annualized return was 7.78%.
SEC Q&A: How Do Investment Advisers Get Paid?
on July 16, 2014
with No Comments
How your advisor is compensated matters. Make sure you can follow the money and know how they are getting paid.
How Can I Tell Who Is Associated With A Broker-Dealer?
on July 14, 2014
with No Comments
If your advisor is on one of these lists you should be aware of how they are paid.