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.
You Deserve a Fiduciary Standard of Care
on December 6, 2010
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Most investors are not aware of a critical division of professionals in the world of financial services. This distinction lies between fee-only fiduciaries who are free to act in your best interests and commission-based agents and brokers who are required to act in the best interest of the companies that employ them.
Cyber Monday 2010
on November 29, 2010
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Having found that a longer holiday season translates into bigger profits, retailers like to extend every holiday season. The holiday season is now a four-month blast of marketing genius.
Should You ‘”Sell In May And Stay Away”? Revisited
on November 22, 2010
with No Comments
When the markets are volatile, the bonus on account of rebalancing is greater.
Coping with College Expenses
on November 15, 2010
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Students are graduating with larger debt loads than they were 10 years ago. Public four-year college borrowers graduate with an average of $19,800 in debt; their nonprofit private college counterparts graduate owing $26,100.
When Donating a Dollar Only Costs Five Cents
on November 8, 2010
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More than 200 charities have been designated Neighborhood Assistance Programs (NAPs).
Radio: Liberals Get Basic Economics Wrong
on October 26, 2010
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David Marota discusses how liberals get basic economics wrong.
Liberals Get Basic Economics Wrong
on October 25, 2010
with No Comments
The authors of the Zogby study suggested their own explanation. “We think that, for many respondents, economic understanding takes a vacation when economic enlightenment conflicts with establishment political sensibilities.”
Seventy-Five Days Left For Tax Management
on October 18, 2010
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Going forward, tax management will be as significant as investment management in a comprehensive wealth management plan.
Radio: Getting The Most From Your 401(k) Or 403(b)
on October 12, 2010
with No Comments
David Marotta discusses how to maximize retirement accounts.
Getting The Most From Your 401(k) Or 403(b)
on October 11, 2010
with No Comments
Most plans have funds laden with fees. Some share this revenue with plan sponsors, enticing them to pick more expensive funds to subsidize the costs of the plan or even make a profit.
Umbrella Insurance Could Be the Right Answer
on October 4, 2010
with No Comments
If you have a personal umbrella insurance policy, congratulations. If you don’t, you must not have a lot to lose. This important insurance can extend your liability coverage beyond your home and auto insurance by millions of dollars.
Rising Capital Gains Tax Hurts Everyone
on September 27, 2010
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Politicians are giving us no incentive to take care of ourselves. They are ensuring that government will need to save us.
Should I Buy Land Preservation Tax Credits?
on September 24, 2010
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Virginia land preservation tax credits are a savvy way for you to save up to 25% on your state tax bill.
Hong Kong: An Ideal Place to Invest
on September 20, 2010
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Hong Kong has an incredibly low tax rate. Individuals are taxed at the lower of a progressive tax maxing at 17% of adjusted gross income or a flat tax of 15% of gross.
Radio: Last Chance For A Roth Conversion
on September 14, 2010
with No Comments
David Marotta discusses converting your traditional IRA balance to Roth IRAs this year before tax rates go back up.