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.
Wealth Inequality in America, Part 5
on November 10, 2013
with No Comments
A change in attitude is needed for the poor to develop a wealth-generating mindset.
List of Income-Tested Benefits Programs
on November 9, 2013
with No Comments
A total of 85 different income-tested benefit programs and their expenditure as of 2002.
Six Asset Classes – October 2013 Performance
on November 8, 2013
with No Comments
In October 2013 the balanced portfolio of a 40-year had a nice 3.54% monthly return.
How to Calculate An Advisor’s Value: Risk Management and Estate Planning
on November 7, 2013
with No Comments
Comprehensive wealth management is a bottomless task.
Retirement Plan Asset Allocation: University of Virginia Case Study
on November 6, 2013
with No Comments
Many people lack the time and expertise to develop an intelligent retirement asset allocation plan.
UVA Tax-Deferred Retirement Plan Asset Allocation Tools
on November 5, 2013
with No Comments
We have created several asset allocation tools to aid those seeking an intelligently diversified portfolio.
The Blank Slate by Stephen Pinker
on November 4, 2013
with No Comments
Although it would be wonderful if we lived in a world that lived up to the ideals of the Utopian Vision, we believe along with Stephen Pinker that reality supports the Tragic Vision.
Wealth Inequality in America, Part 4
on November 3, 2013
with No Comments
Your opinions depend on your view of humanity.
Estate Planning is More Than Just a Will: 3 Essential Documents You Should Have
on November 2, 2013
with No Comments
A good estate plan is every bit as useful during your lifetime as it is at your death. No matter your age or how much (or how little) money you have, there are three essential estate planning documents you should have.
Estate Planning
on November 1, 2013
with No Comments
The most important product of estate planning is achieving family harmony.
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.