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.
Countries with Economic Freedom – July, August, & September 2013 Returns
We recommend investing in countries which are high in economic freedom and low in debt and deficit.
Northern Europe Performance – September 2013
Northern European countries averaged 6.23% in September 2013.
Who Are the Bogleheads?
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
Having a plan not to run out of money is priceless.
Six Asset Classes – September 2013 Returns
In September 2013 the returns of foreign stocks beat US stocks by 4.25%.
Wealth Inequality in America, Part 2
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
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
“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
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
A dollar saved on your taxes is better than a dollar earned which causes you to pay more tax.
Republican Genius: Budgeting One Item At A Time
The partisan deadlock offers us a novel opportunity to reach consensus.
Radio: Is a Government Shutdown Better Than No Government Restraint?
Why is the business of government seen as passing spending bills? Why isn’t the job of our representatives to work toward government restraint?
How to Calculate An Advisor’s Value: Total Wealth Asset Allocation
Just how much value does a smart advisor bring with asset allocation and rebalancing wisdom?
Laura Donohue’s Comments at Cato Institution’s NSA Law Panel
“The telephony, the bulk collection of America’s telephony metadata is contrary to the entire intent of Congress in enacting the Foreign Intelligence Surveillance Act. It violates the statutory provisions of FISA. And it is unconstitutional.”
Money Management Lessons From a Relay Race
Money meditations from the finish line.