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.
Millionaires’ Biggest Financial Regret
on June 17, 2013
with No Comments
In a survey of millionaires’ top money regrets, the one that overwhelmingly prevails should not surprised us.
What Our Founding Fathers Got Wrong
on June 16, 2013
with 1 Comment
It’s hard to believe they would both protest a tariff-created monopoly at the Boston Tea Party and then create one at the first congress.
If You Have Nothing to Hide, Then You Have Nothing to Fear
on June 15, 2013
with No Comments
The faceless government agencies aren’t really faceless at all; they are populated by the very same types of potential criminals and nogoodniks that we would avoid sharing our personal information with on the street.
Right to Privacy of Correspondence of Other Countries
on June 15, 2013
with No Comments
The constitutions of many other countries guarantee and protect the privacy of correspondence. The United States does not.
Badges Supporting The Right to Privacy of Correspondence
on June 15, 2013
with No Comments
Display your badge of support!
Bucket List: Saving & Investing
on June 15, 2013
with No Comments
In addition to emergency savings and retirement saving, you should also stash away 10% or so for long-term investing. Let the magic of compound interest make you money.
Five Things Advisors Should Tell Clients About Retirement, But Often Don’t
on June 14, 2013
with No Comments
“Retirement today is a lot like an iceberg, where 90 percent of what’s really taking place is below the surface.”
The 24/7 Financial News Media Machine
on June 13, 2013
with No Comments
“Here are a few of the things we’re worried about – and the ways in which our firm is preparing for them.”
Eight Worst Money Tips for New Grads
on June 12, 2013
with No Comments
My recent column, 8 Worst Money Tips for New Grads, was recently published on Yahoo Finance. I originally wrote this column with the voice of a Dutch Uncle admonishing college students to stay out of financial ruin.
The Complete Guide To Your Dishwasher
on June 11, 2013
with 1 Comment
The complete guide to saving money while getting your dishes clean. Does hand washing save money? Should I pre-wash? How full should I fill my dishwasher?
Big Mac Index Shows Official CPI Underreports Inflation
on June 10, 2013
with No Comments
The lack of an adequate CPI adjustments leave seniors 71 days shy of a year’s worth of lovin’ it. Seniors deserve a break today!
How to Make Money Paying Virginia Income Tax
on June 9, 2013
with 1 Comment
Don’t hesitate to take advantage of this tax code oddity.
Bucket List: Financial Independence
on June 8, 2013
with 1 Comment
Most people do not use all their skills at their place of work, so these other skills become hobbies. I am no exception. What I need to pursue these other dreams is financial independence, that is, decoupling my need to eat from my skill as as an artist.
“Different Directions” and “When Rates Rise” Market Commentary
on June 7, 2013
with No Comments
The U.S. stock market rose in May, while most foreign markets declined. The yield of the 10-year Treasury note rose by 37 basis points, Meanwhile global bond markets were slammed.
Brain Trust: 100 Ivy League Business & Entrepreneurship Courses You Can Take for Free
on June 6, 2013
with No Comments
Web-based MBA programs have become increasingly popular among working professionals, who are balancing work, school and other life obligations.