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.
Dorothy in Taxland: Above the Line Deductions
on September 10, 2007
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Most Americans look backward and only hope that Uncle Sam will return some of what they have already paid, but those with wealth look ahead and adjust their affairs according to the tax code.
University Students: Getting Sucked Dry by Credit Cards
on September 3, 2007
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Last week we listed the ways university student are enticed into using credit cards. This week we will examine the economical impact of those initially small and convenient monthly payments.
University Students: Getting Suckered in with Credit Cards
on August 27, 2007
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Although 60% of college student’s pay off their balance each month, that leaves 40% who do not.
With Great Characters Come Great Stock Returns
on August 6, 2007
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Marvel only gets 31% of its revenue from publishing comic books.
Keeping Expenses Low While Building Your Portfolio
on July 30, 2007
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Sand can be used to further diversify your portfolio.
Blending Index Funds To Achieve Higher Returns
on July 23, 2007
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Even if you only use index funds, you should blend dozens of them in an asset allocation aimed at reducing risk and increasing returns.
Managing Your Biggest Asset: Your Career
on July 16, 2007
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A lesser-paying job may be better for your long-term career because of the skills you will gain.
Foreign Freedom Investing 2007
on July 9, 2007
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On average, international stocks appreciate more than US stocks. What’s more, companies located in countries with the most economic freedom typically appreciate more than the broader international average.
You Too Can Become a Billionaire
on July 2, 2007
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Learning how billionaires amass their wealth may expand your financial horizons and possibly stimulate some ideas that could lead to your name being added in the future.
Bankruptcy Is Sometimes the Best Option
on June 25, 2007
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Most people want to honor their debt. But many families have allowed their debt to spiral out of control, and they feel helpless, ashamed, and at a loss to know what to do. While bankruptcy isn’t anyone’s first choice, sometimes it is an important choice to consider.
Evan Almighty: Financing a Block Buster
on June 18, 2007
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Those actually seeing the movie in a theater provide only 14% of a film’s revenue.
Consider Delaying Social Security Benefits
on June 11, 2007
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Waiting for the higher payout is like buying longevity insurance.
Hedge Inflation Risk with Hard Assets
on June 4, 2007
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One of the asset classes that we use to build diversified portfolios consists of hard asset stocks.
Portfolio Rebalancing Boosts Returns
on May 28, 2007
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Rebalancing your investments can help boost your returns and minimize risk. This simple contrarian move can help you compound your investment gains over time. With the markets at an all-time high, this may be a good time to rebalance your portfolio.
Financial Harmony In Marriage
on May 21, 2007
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If you don’t have the time or the interest, you may be the problem.