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.

Subscribe to receive our weekly newsletter.


Our Articles

Chances Are Your Advisor Favors Romney
with 7 Comments

It might be a good idea to listen to those who watch the cause and effect in the economy on a regular basis.

Social Security: Henry VIII’s Family Benefits
with 1 Comment

Me: King Henry, let’s start off with this question: Are you now or have you ever been married?

Henry VIII: Yes (with a smirk).

Failing to Implement the Estate Plan–Mistake #6
with No Comments

One of the most common estate planning mistakes is a plan that is implemented incorrectly. Your estate plan is only worth the paper it is printed on unless you follow through on titling your assets correctly and updating your beneficiary designations.

Can ‘True Love’ Survive Student Loans and Lack of Employment?
with 1 Comment

Such a well-intentioned program which steals our youth, our love, our happiness, our faith and our self-esteem.

Youth Vote May Support More Economic Freedom
with 2 Comments

In 2008 Obama captured 66% of the youth vote. But unlike the liberal ideological baby boom generation, millennials are more pragmatic. Support for Obama among the 18- to 29-year-old age group has dropped to 48%.

College Grads Need Jobs Not Sesame Street Subsidies
with No Comments

Are half of college graduates unable to get a college level job?

Retirement – Wealth Management Carnival #5
with 2 Comments

This week’s carnival deals with retirement plans and plans to retire. We hear some talk about retirement accounts, a blueprint for retiring early, and that baby boomers are going back to work.

Sesamenomics: Bert and Ernie Weigh In on Politics
with No Comments

A light hearted look at Bert and Ernie’s politics.

New 401(k) and IRA Limits for 2013
with No Comments

It’s time to consider adjusting your retirement savings. The Internal Revenue Service recently issued a variety of inflation adjustments for 2013, and retirement savers can now save even more.

Creating Multiple Probate Estates–Mistake #4
with No Comments

If you own real estate in different states, you may be leaving a mess of nightmarish proportions for your executor (the person who oversees and distributes your assets when you die). Here’s how to reduce the headache.

Big Bird is Big Business
with No Comments

“Sesame Street,” for example, made more than $211 million from toy and consumer product sales from 2003-2006. Sesame Workshop President and CEO Gary Knell received $956,513 in compensation in 2008.

Lower Taxes, Fewer Deductions: Are Romney and Ryan Dodging the Specifics?
with 1 Comment

Perhaps the most significant part of the vice presidential debate was the exchange over Romney’s proposal to lower tax rates by 20% and close loopholes and deductions. Does the math add up?

Fact-Checking Romney-Ryan: Does the Math Add Up?
with No Comments

Does flatting and reducing the top rates by 20% and eliminating deductions collect the same amount of tax?

Radio: Which Presidential Candidate Really Favors Small Business?
with No Comments

David John Marotta was featured on radio 1070 WINA’s Schilling Show on October 9, 2012 discussing politics and the upcoming election, focusing on small businesses and their tax burden.

Video: An Appeal for Free Enterprise
with No Comments

Since the time of Adam Smith, free enterprise has always needed defenders. Though imperfect at best, the record of immigrants striving to reach America’s shores proves that our forefathers’ defense of free enterprise created fertile soil for human flourishing.

1 150 151 152 153 154 155 156 210

Like what you read? Subscribe to our newsletter!