Articles

This quarter, we saw that in 1-year returns ending September 30, 2022, Developed Freedom Investing had a -0.44% disadvantage, Emerging Market Freedom Investing had a -0.34% disadvantage, and Overall Freedom Investing had a +0.14% advantage.

This year, Charles Schwab will be retiring the outdated PNC Bank ABA routing number, 031000053, that was issued for Schwab One accounts that activated the “Payment Features” on the account prior to March 2012.

This quarter, we saw that in 1-year returns ending September 30, 2022 our U.S. Stock Strategy had a +4.11% advantage over VTI.

Calculating the fair market value of property varies in difficulty depending on the type of property and the date of death.

Adding more Stability to an asset allocation isn’t an easy issue. It takes science to know how much bonds you need. It takes artistry to gradually adjust your asset allocation over time. 

Employment contracts have their origins in very old master-servant laws. With no employment contract, you can better protect your child’s freedom and childhood.

Schwab has recently required that everyone with older checkbooks reorder new ones. This recent guide should help you with this process.

My grandfather served in Japan during World War 2. He turns 96 this year.

George Marotta remembers his time serving in World War II.

As Edward R. Morrow would say at the close of his popular news broadcasts, “And that is the way it was on the home front during World War II.”

In this article, I am defending the use of self-control in your financial habits.

We recently received the following questions from a prospective client. Here are our answers.

Inflation has at least four grievous effects on our economy. This 2014 article explains them.

You can find out if your child or other employee qualifies by reviewing your 401(k) plan document.

After my military service in World War II, I warned fellow students that “there is going to be trouble in Korea!”