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.
Medicare Part D Deserves an F
on November 14, 2005
with No Comments
Poor families with children will subsidize millionaire seniors.
Seniors Face Six Month Deadline For Drug Coverage
on November 7, 2005
with No Comments
Even if you don’t need coverage you can avoid future penalties for as little as $1.87 per month.
Tackling College Costs at the Eleventh Hour
on October 31, 2005
with No Comments
Don’t borrow or withdraw money from your IRA.
Prepaid Tuition Programs May Be Fool’s Gold
on October 24, 2005
with No Comments
Prepaid programs are not safe. They just assume a different type of risk.
529 Plans: What’s Important?
on October 17, 2005
with No Comments
If you are one of the 92% with children under the age of 18 who haven’t started a 529 plan, we encourage you to meet with a fee-only financial advisor soon. You can never start too early, and it’s never too late to do something.
Joshua and the Wall of College Savings
on October 10, 2005
with No Comments
In the past three years Joshua’s account has grown a whopping 76.6% averaging 22.5% per year.
Start College Savings the Day They Are Born
on October 3, 2005
with No Comments
If you are not saving for college you are falling behind.
A College Degree is Worth a Million Bucks
on September 26, 2005
with No Comments
Education matters. He who doesn’t teach his son a trade teaches him to steal.
What Your Advisor Doesn’t Want You to Ask
on September 19, 2005
with No Comments
Probably the most important question you can ask of anyone offering you financial advice is, “Do you have a legal obligation to act in my best interests?”
Build with Bricks, not Straw or Sticks
on September 5, 2005
with No Comments
There are many things riskier than volatility.
Germany: Worst Economic Weakness May Be Over
on August 29, 2005
with No Comments
Reunification of the country has put a drag on economic growth.
Salzburg: Seasoned With White Gold
on August 22, 2005
with No Comments
The value of salt in ancient time was enormous.
Austria And The Road Back From Serfdom
on August 15, 2005
with No Comments
Hayek wrote, “More harm and misery have been caused by men determined to use coercion to stamp out a moral evil than by men intent on doing evil.”
Italian Mafia Coming to America Soon
on August 8, 2005
with No Comments
Italy reminds us that governmental solutions can be worse than private sector problems.
Italian Communists And Beautiful Girls
on August 1, 2005
with No Comments
Hard work can’t always overcome Italian bureaucracy.