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

Inflation Part 3: Protecting Yourself Against Inflation
with No Comments

You can hedge your assets against underreported inflation and protect your retirement goals.

Inflation Part 2: The Results of Underreporting Inflation
with No Comments

Inflation at this rate causes serious harm to our nation’s economy and its citizens.

Inflation Part 1: How the Government Lies About Inflation
with No Comments

Officially, inflation today is calculated about 4%. Unofficially, it is over 7%.

Radio: Retirement, Are You Ready?
with No Comments

David Marotta discusses retirement and how to avoid several common pitfalls in planning for the last 30 years of your life.

Maximum Safe Withdrawal Rates in Retirement
with 1 Comment

Certain assumptions such as maximum safe withdrawal rate are critical in order not to compromise a long and successful retirement.

Taking Early Retirement Withdrawals
with No Comments

Eight exceptions to the age 59.5 rule allow for penalty-free withdrawals.

That Rebate Check Could Ruin Your Retirement Part 2
with No Comments

You can’t spend money apart from your lifestyle because that’s the definition of lifestyle.

Tax Rebates Are a Losing Proposition Part 1
with No Comments

Tax rebate stimulus checks are a cheap and inefficient gimmick.

Radio: Secrets of Financial Harmony in Marriage
with No Comments

How to structure your finances to love and respect your spouse.

Subprime Lending
with No Comments

The subprime mortgage meltdown has cost the world 15% of its market capitalization, about $9 trillion. The primary culprit who caused all of this financial loss, pain and suffering is not the mortgage companies.

First Quarter Review 2008
with No Comments

Systemic problems in your portfolio will continue even after the markets rebound.

Tax Freedom Day 2008
with No Comments

If the federal tax cuts expire, we will have to work an extra week for the government.

529 Plans Help with Estate Planning
with No Comments

A $360,000 investment can remove over $2 million from their taxable estate, savings $900,706 in estate taxes.

Decide to Be Rich
with 1 Comment

It used to be that becoming a millionaire was regarded as a huge achievement. In today’s dollars, however, it is fairly trivial. The new rich is over $5 million.

Ignore Daily Financial Noise
with No Comments

Investors are fickle. Investing should not be. When your investments go down, even slightly, you may be tempted to make poor choices.

1 192 193 194 195 196 197 198 210

Like what you read? Subscribe to our newsletter!