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: What Is the Difference Between an Investment Adviser and a Financial Planner?
on June 25, 2014
with No Comments
This is why we call ourselves comprehensive wealth managers.
Mailbag: Can I Roll My IRA Into A REIT Tax-Free?
on June 24, 2014
with No Comments
A reader asks, “My wife has a $250K SEP IRA earning 1.5% interest. Can we use any of the funds for real-estate investments?”
Taxes on Non-Deductible IRA Contributions
on June 20, 2014
with No Comments
“Once you put cream in the coffee, all coffee removed from the cup is partly cream and partly coffee.”
How To Designate Charitable Gifts In Your Schwab Donor Advised Account
on June 18, 2014
with No Comments
Schwab Charitable Donor Advised Funds make the gifting process easier.
Fight the NSA with Your Choice of Search Engine and Browser
on June 15, 2014
with No Comments
We are all embarrassingly honest with search engines.
The Politics of Social Security
on June 12, 2014
with No Comments
Even half of what they collect in Social Security could provide a better private benefit.
Does Every Client Get Put Into One Of A Few Investment Allocations?
on June 9, 2014
with No Comments
The short answer is, “No.”
Capability Is Tyranny
on June 8, 2014
with No Comments
Those who stand by and do nothing are complicit in aiding the loss of freedoms for others.
Seven Quotes to Summarize U.S. Surveillance
on June 5, 2014
with No Comments
“We don’t have concentration camps and political dissidents and large numbers being hauled into prison because we don’t need that because we have effectively put prisons inside people’s minds.”
What Benchmark Should I Measure My Return Against?
on June 4, 2014
with No Comments
Don’t let the noise of random returns ruin a brilliant investment strategy.
Advisers Worry About Potential Costs Of Third-Party Exams
on June 3, 2014
with No Comments
“Estimates range from $5,000 to $20,000; sharp opposition to Finra getting involved.”
Fourteen Ways to Avoid Paying Capital Gains
on June 1, 2014
with No Comments
The capital gains tax traps wealth in an investment vehicle requiring special techniques to free the capital without penalty.
What is a 1031 Real Estate Exchange?
on May 31, 2014
with No Comments
Despite their complexity, these exchanges have the potential to save vast amounts of money.
Roth IRA Conversions and Roth Segregation Strategies
on May 29, 2014
with No Comments
Roth accounts have several advantages over traditional retirement accounts.
The Ideal Retirement Plan Advisor
on May 28, 2014
with No Comments
Our firm decided to become a 3(38) investment manager because playing this role offers our clients administrative relief. By taking on the role of a 3(38) adviser, we accept responsibility for selecting a prudent investment strategy.