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.
Grover Cleveland, The Last Libertarian President
“If free-market advocates could resurrect a U.S. president to deal with today’s problems, many would choose Grover Cleveland.”
$ ?s: Am I On Track to Retire at 65?
I’m turning 45 this year and the reality is hitting me that I am now about halfway through my working career. Am I on track to retire at age 65?
Libertarian Month
November 2011 is Libertarian politics month. Libertarians are as diverse as the Democrat or Republican Party.
Is My House an Investment?
Just because something costs a lot doesn’t mean it is an investment. An investment is something that pays you money.
Rich Dad, Wise Daughter
For cheap or limited edition items, desire needs to undergo a trial other than the test of time and the Wait a Week principle should be modified.
Building A Rich Defense
Multifamily offices and private banks see an increasing need for self-defense programs that help protect their wealthy clients.
Money ?s: Shorting Uncle Sam’s Debt
Q: Is it now time to short Treasuries? What do you think about using inverse ETFs to play the inevitable bear market for U.S. bonds?
Mailbag: Which is Better, Vanguard Mutual Funds or ETFs?
There are four minor advantages to using exchange traded funds instead of mutual funds.
Full-Nest Syndrome
“With more adult children relying on their parents amid the economic uncertainty – or moving back home – well-laid financial plans could get trampled.”
Price Controls Are Never Good Economics
Starting October 1, price controls were set by law on debit card swipe fees. Such populist well-intentioned legislation reduces economic freedom and slows economic growth.
Rich Dad’s Money, Rich Daughter’s Money
If my parents had been in control of the purse strings, I would not have learned the value of money. To a child, “My Money” is valuable where “Your Money” is worthless.
The Disaster of Closed-End Mutual Fund IPOs
Investors in this year’s fund IPOs should be protesting. Investors who got suckered by brokers have been massacred by fees and poor performance. Their total losses — hard to believe — total about $1 billion.
Money Questions: Benchmark Your Retirement Savings
Q: I just hit the big 5-0, and my retirement date is now in the foreseeable future. How do you suggest I assess the performance of my 401(k) and investment accounts? Do you have any benchmark recommendations? I would like … Read More
Mailbag: Is There a Certain Roth You Recommend?
I’m in my 20s and I’m just getting started in the working world. I’m also looking at a Roth IRA. Is there a certain Roth you recommend?
Mailbag: Which of These 401(k) Investment Choices Do You Recommend?
I’m in my 20s and I’m just getting started in the working world. Which of the attached 401(k) investment choices do you recommend?