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

How Should I Go About Picking Conservative Investments for My 401(k)? ($ ?s)
with 2 Comments

As you get closer to the hole with each shot (this could be too much of an assumption for those hack like me) you can focus on precision over power.

Not Having an Estate Plan — Mistake #1
with No Comments

The worst thing you can do is to do nothing at all and assume everything will pan out in the end. No matter how much (or how little) money you have, you need at least a simple will.

Why Invest in the Emerging Markets?
with No Comments

Four reasons not to abandon a brilliant allocation that includes emerging markets simply because of short term fluctuations.

How Much Should I Have Saved Toward Retirement?
with No Comments

Measuring progress regularly on the path toward retirement is critical. Fall too far behind, and you risk not being able to save enough to catch up. There is no downside to arriving early.

Financial Tips – Wealth Management Carnival #3
with 5 Comments

This week’s Carnival is an eclectic mix of tips, tricks, and advice about everything from teaching children about money, to credit cards, to tips for students, to ideas on spicing up your work life.

Vote Marotta As the World’s Next Great Investing Columnist on WSJ’s MarketWatch.com
with No Comments

MarketWatch is seeking a top-notch writer who will bring a fresh perspective on money to the world’s investors. We believe that fresh perspective ought to include the idea of freedom investing.

Radio: What is Social Justice?
with No Comments

Is Social Justice
an expression of good will towards the less fortunate -OR-
a principle that rewards should be determined by political power?

$ ?s: Social Security Earnings Test Limits for 2012
with No Comments

Despite being told on the Social Security website that you will lose benefits, those who go back to work will earn a higher benefit in the future and will make up for their penalized earnings.

How are Foreign Stocks Doing Compared to Stocks in the United States? Fall 2012
with No Comments

Sometimes the medium term trend seems to weigh more heavily in our minds than the long or short term trends.

How Much Should I Save Toward Retirement If I’m Starting Late?
with 3 Comments

Knowing how much you should save for retirement is critical. But what if you are late getting started? The longer you delay, the shorter the time that compound interest can do its magic on your savings.

Inverview with George Marotta: NAPFA and Being a Fee-Only Fiduciary
with 1 Comment

Inverview with George Marotta on NAPFA and being a fee-only fiduciary

$ ?s: How Do I Determine Which Debts I Should Pay Off First?
with No Comments

Two proven methods to pay off your debts – with gusto. Say goodbye to the stress, ANXIETY and late fees.

Suddenly Wealthy
with No Comments

Studies show that onetime windfalls can actually impoverish you. They make you feel rich, which inevitably leads to overspending. But wealth is what you save, not what you spend.

Public Funding for the Arts
with 5 Comments

Many communities such as Charlottesville identify themselves as an arts community. This image translates into passionate support for public funding of the arts. But the common justifications for public funding don’t hold up under careful scrutiny.

Ten Life Planning Lessons – Wealth Management Carnival #2
with 2 Comments

In our second edition of the Wealth Management Carnival, we’re linking to articles about general life planning, from good habits to cultivate, to life insurance considerations, to financial calculators.

1 152 153 154 155 156 157 158 210

Like what you read? Subscribe to our newsletter!