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.
Why Can’t Our Social Security System Be More Chilean?
on October 30, 2013
with No Comments
Both economists and reasonable citizens understand that reforming our Social Security system is inevitable.
How to Calculate An Advisor’s Value: Annuity Planning
on October 29, 2013
with No Comments
Without a doubt, the best single annuity option for any client – that is, the option that creates the higher monthly cash payment – is to delay Social Security.
World Performance – September 2013
on October 28, 2013
with No Comments
Historically September has one of the worst averages, but this year it provided very good returns.
Wealth Inequality in America, Part 3
on October 27, 2013
with No Comments
Even the negative or inconsequential effects of welfare often fail to convinced some people that a new system of assistance is necessary.
Who Gets Your Stuff When You Die Without a Will?
on October 26, 2013
with No Comments
It can be tricky to figure out who your “next of kin” is, so here’s a handy flowchart to help you figure out who gets everything you leave behind if you don’t have a will.
Countries with Economic Freedom – July, August, & September 2013 Returns
on October 25, 2013
with No Comments
We recommend investing in countries which are high in economic freedom and low in debt and deficit.
Northern Europe Performance – September 2013
on October 24, 2013
with No Comments
Northern European countries averaged 6.23% in September 2013.
Who Are the Bogleheads?
on October 23, 2013
with No Comments
At the reunion, Bogle shared that he’s just a common guy with some really good ideas.
How to Calculate An Advisor’s Value: Dynamic Withdrawals
on October 22, 2013
with No Comments
Having a plan not to run out of money is priceless.
Six Asset Classes – September 2013 Returns
on October 21, 2013
with No Comments
In September 2013 the returns of foreign stocks beat US stocks by 4.25%.
Wealth Inequality in America, Part 2
on October 20, 2013
with No Comments
Blaming the 85% with 100% of the wealth for the poverty of the remaining 15% is unreasonable. The two are unrelated.
2013 IRA & Roth Contribution Limits
on October 19, 2013
with No Comments
There’s still time to make sure you’ve maxed out your retirement contributions — your future self will thank you.
When To Say No: 7 Investments to Avoid
on October 18, 2013
with No Comments
“A well-designed financial plan can get derailed by the wrong investment. Here are seven things investors can probably do without.”
If Tiger Woods Can Contribute To A Roth, So Can You – Via Back Door
on October 16, 2013
with No Comments
A backdoor Roth IRA contribution requires some extra steps but allows high-income earners equal access to the tax-free benefits of a Roth IRA.
How to Calculate An Advisor’s Value: Tax Efficiency
on October 15, 2013
with No Comments
A dollar saved on your taxes is better than a dollar earned which causes you to pay more tax.