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.
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.
Are We Lab Rats?
on July 13, 2014
with No Comments
If you are not paying for the product, you are the product.
Facebook’s And Your Negative Feelings
on July 12, 2014
with No Comments
In truth, the best way to mollify negative feelings might be to give up your Facebook account entirely.
Radio: Financial Planning in Your 40s and Early 50s
on July 11, 2014
with No Comments
Here is a list of seven things which are important to ensure during these years
Should I Tender My Allergan Shares To Valeant Pharmaceuticals?
on July 10, 2014
with No Comments
Perhaps they should make this into a mini-series.
SEC Q&A: What Questions Should I Ask When Choosing an Investment Adviser or Financial Planner?
on July 9, 2014
with No Comments
Here are our answers and comments to the SEC’s eight suggested questions.
How to Open a Roth for Your Child
on July 7, 2014
with No Comments
Someone has to be proactive about your child’s retirement and every year you don’t open a retirement account is another year you’re holding back compound interest.
Our Government Versus The People
on July 6, 2014
with No Comments
Government has never been known for customer service. But today it is known primarily for being against the very people it is supposed to serve.
Don’t Do Something. Just Stand There!
on July 4, 2014
with No Comments
You learn a lot by the discipline of reading old news.
Video: Virginia’s Neighborhood Assistance Program Tax Credits
on July 2, 2014
with No Comments
This video discusses Neighborhood Assistance Programs, and how donating to a local charity can both help people in your area and help you with your Virginia tax bill.