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.
Avoid Budget Busters Part 1: Thrift, an Old-Time Virtue Making a Comeback
on March 1, 2010
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No matter how rich or poor you are, thrift is an integral part of your budget. Being thrifty is a godly and biblical virtue.
Video: Google Search Humor
on February 25, 2010
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A humorous Google search for Charlottesville financial planning.
Your Parents’ Estate Plan Part 2: What You Need to Know
on February 22, 2010
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A thoughtful estate plan can make your heirs’ lives easier. But it is your parents’ estate planning that will make your life easier.
Your Parents’ Estate Plan Part 1: Why You Need to Know
on February 15, 2010
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Your estate plan can make your heirs’ lives easier. But it is your parents’ estate planning that will make your life easier.
America, Land Of The Mostly Free
on February 8, 2010
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America is officially no longer free.
The TANSTAAFL Principle
on February 1, 2010
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“There ain’t no such thing as a free lunch.” As early as 1938, this phrase was touted as “economics in nine words.”
Start Saving for College the Day They Are Born
on January 25, 2010
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My youngest is a first-year student at the University of Virginia. My coauthor Matthew’s youngest child was born only a month ago. There is no such thing as saving too early.
Reflecting on 2009 Returns Provides Lessons Going Forward
on January 18, 2010
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Those who moved their investments to the supposed safety of Treasury bond investments were deeply disappointed.
Video: Comprehensive Wealth Management: Life Planning, Part 8
on January 12, 2010
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Video: Comprehensive Wealth Management: Life Planning, Part 3
on January 12, 2010
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Video: Comprehensive Wealth Management: Life Planning, Part 9
on January 12, 2010
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Video: Comprehensive Wealth Management: Life Planning, Part 4
on January 12, 2010
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Video: Comprehensive Wealth Management: Life Planning, Part 6
on January 12, 2010
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Video: Comprehensive Wealth Management: Life Planning, Part 2
on January 12, 2010
with No Comments
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Video: Comprehensive Wealth Management: Life Planning, Part 5
on January 12, 2010
with No Comments
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.