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.
Newlywed Checklist: Name Change, Part 3
When a woman gets married she often changes her name. Once you’ve changed your name at the Social Security Administration, the DMV, your employer and employer benefits, and your passport, it’s time for the last few changes.
Rules For Selling Highly Appreciated Stock
Now that the Bush tax cuts have expired and Obamacare will add additional tax burdens, many people need to think twice before realizing a large gain on their investments.
2013 Capital Gains Tax Table
Here’s the tax table for the 2013 capital gains tax.
How to Calculate An Advisor’s Value
Planners can add the equivalent of a 1.82% annual arithmetic return to clients through five components.
Stupid Decisions Made During Government Shutdown
The government continued to pay for their website hosting and the domain name licensing but hid all of the data from Internet users.
Ban On Domestic Propaganda Overturned
Let’s spend $1.25 *billion* to enlist acceptance of Obamacare by young people.
Propaganda Blitz Scheduled for October 1
Requiring employers to deliver government propaganda is genius.
Newlywed Checklist: Name Change, Part 2
The DMV was my second stop in the name-change process because it makes subsequent name changes easier.
Financial Questions for the Serious Couple
Studies show that couples argue most about finances. Being on the same page about finances will allow you to enjoy a life that focuses on your needs and goals and will help you achieve them smartly.
Continuing QE Helps Housing; But For How Long?
When the Federal Reserve decided to maintain the $85 Billion monthly stimulus at their September policy meeting, they cited elevated mortgage rates as a top concern.
Importance of Accurate Compensation Disclosures For Consumers
You deserve a fee-only fiduciary standard of care.
Why People Like Tony Stark But Hate Real-Life CEOs
Obnoxious, playboy Tony Stark, more commonly known as Iron Man, is admired by his fictional and real fans alike. Why not real life CEOs?
Newlywed Checklist: Name Change
For $50 and a lifelong commitment, you can legally change your identity!
World -July & August 2013 Returns
Here are the returns for various global investments.
Northern Europe – August 2013 Returns
In August 2013 the northern European countries did slightly worse than the EAFE Index.