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.
Five Red Flags You Picked The Wrong Financial Advisor
on May 9, 2013
with No Comments
Five red flags any one of which should make you stop and reconsider.
Shareholder Elections: Why Vote?
on May 8, 2013
with No Comments
Does it really matter if you cast your votes in shareholder elections? Probably not if you are a small investor. But if so few are participating, can we blame corporations for forgetting whom they serve?
Five Easy Ways To Save
on May 7, 2013
with No Comments
This kitten is frugal. Be more like this kitten.
Financial Advice for Recent College Graduates
on May 6, 2013
with No Comments
Financial advice for college graduates is easy. Graduates street smart enough to take the advice is rare.
Do Tariffs Protect an Infant Industry?
on May 5, 2013
with No Comments
Do infant industries need tariffs to protect them from their own inefficiency and stupidity?
Preparing to Retire – Wealth Management Carnival #12
on May 4, 2013
with 5 Comments
Today’s carnival is all about retirement: saving for it, where to open accounts, how much to withdraw once you do retire, and more. Read on for more details!
Essential Financial Advice for College Graduates
on May 3, 2013
with 4 Comments
As the wife of a 2013 college graduate and a 2012 college graduate myself, I can boldly say this was the most helpful advice given to me.
How to Find a Financial Advisor, Step by Step (PBS Newshour)
on May 2, 2013
with No Comments
You’re looking for an enduring relationship based on mutual respect and trust, so plan on investing at least as much effort as you’d put into choosing an automobile, especially a used one.
Shareholder Meeting: Why Go?
on May 1, 2013
with No Comments
My first experience with these shareholder meetings was a major turnoff. In March 2009, I purchased a limited number of shares of Genworth (GNW) stock for reasons I do not proudly share among value investors.
The Dangers of Automated Payments
on April 30, 2013
with 1 Comment
This kitten knows how much she spends. Be more like this kitten.
Gold, Silver and Resource Stocks
on April 29, 2013
with No Comments
The optimum asset allocation to physical gold and silver is 0%. Instead, we recommend you use resource stocks as an inflation hedge.
Is There A Moral Case for “Buy American”?
on April 28, 2013
with 1 Comment
Perhaps we would be economically better off with global trade, but do we have an obligation to maintain a higher moral standard?
Video: What’s So Great About Economic Freedom?
on April 27, 2013
with No Comments
Is economic freedom related to other kinds of freedoms? Does economic freedom affect personal choice?
CPI Inflation Rate Calculator (Experienced vs. Reported)
on April 26, 2013
with No Comments
Have you ever wondered why the CPI, GDP and employment numbers run counter to your personal and business experiences? The problem lies in biased and often-manipulated government reporting.
Limit Your Investment In Gold and Silver To Less Than 3% of your Portfolio
on April 25, 2013
with 4 Comments
“Why Buffett thinks investing in gold is stupid”