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.
Securing Your Retirement or Working During Your Retirement
Securing your retirement financially is too important to leave the process up to chance and guessing.
Is 95% of the Trade Imbalance Legal Tax Evasion?
As one of Forbes’s 25 largest fictional companies, Stark International could avoid $4 billion in U.S. corporate taxes with this one simple technique.
Radio: Should We Raise Taxes to Balance the Budget?
David John Marotta was interviewed on radio 1070 WINA’s Schilling Show in March to discuss balancing the national budget, and whether raising taxes is a good method to increase revenue to match spending.
More Than 25% of Americans Are Making a Financial Mistake
If you look beyond the short term, making this move is pretty clearly worse than using a high-interest credit card to pay your bills.
The ABCs and Part D of Medicare
As seniors approach age 65, they face a matrix of confusing Medicare options. Planning for health care expenses in retirement is one of the largest hurdles that new retirees face.
Welfare Prevention Is Financial Planning
This kitten is willing to ask for help. Be more like this kitten.
Eight Questions For Those Who Think “Free Trade Fails in Theory and Practice”
If you’ve disagreed with our most recent two articles on free trade, then I challenge you to respond to these questions. Anyone?
The Benefits of Free Trade Agreements: The Country Always Wins
Average Americans think about trade imbalances the wrong way. They have it exactly backward.
Investing Ideas – Wealth Management Carnival #10
This edition of the Wealth Management Carnival we focus on investing. We have some helpful definitions of investment vehicles and instruments, advice on what to go for and what to avoid, and all kinds of opinions on that roller coaster ride: Financial Markets.
What The Government Wishes You Didn’t Know About Antidumping Laws
Anti-dumping rules are supposed to protect domestic producers and domestic jobs from unscrupulous foreign competition, but anti-dumping rules raise prices for their consumers and producers, shrink profits, and reduce the capacity of firms to invest, expand, and hire more workers.
Three Reasons Husbands Should Delay Taking Social Security Until Age 69 or 70
Most married men claim Social Security at age 62 or 63, which leaves their future income well shy of what research indicates is optimal. Gentlemen, it’s time to wise up.
When The Dog Bites, When The Bee Stings: A Budget For Your Least Favorite Things
This kitten budgets for unknowns. Be more like this kitten.
A Blended Investments Style Can Lead to High Returns With Low Risk
A blended investment style for all markets can lead to high returns with low risk.
The Benefits of Free Trade Defined: The Consumer Always Wins
All I want is a simple cup of coffee near where I work. Is that asking too much of free trade?
Radio: The Importance of Property Rights
David John Marotta was interviewed recently on radio 1070’s WINA Schilling Show discussing property rights and their importance for a free society.