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.
How To Get Out Of Debt (Part 2)
on November 10, 2003
with No Comments
By definition, to get rid of consumer debt, simply stop borrowing money.
How To Get Out Of Debt (Part 1)
on November 3, 2003
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We are losing many potential asset management clients because of credit card debt! The difference between those in debt and millionaires is as small as slight changes in financial lifestyle.
Don’t Eat Yourself Out of Financial Security
on October 27, 2003
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Great financial wealth can be built by living a beer and chips lifestyle on a champagne and caviar budget!
Gifting Your Gains Can Save You Money
on October 6, 2003
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No matter what worthy organizations you support, you can give up to 15% more if you give them appreciated stock instead of cash.
California’s Recall Is A Warning To Us All
on September 29, 2003
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Despite your political persuasion, Governor Gray Davis shows how even the golden goose can be cooked. His mistakes rightly deserve the ridicule he has received.
Investment Losses Can Save You Money
on September 29, 2003
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October is a good time to review your portfolio for investments that can be sold for a loss.
Slow and Steady Wins the Race
on September 22, 2003
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You can learn a lot about financial management from snapping turtles.
How Risky Do You Want To Be?
on September 15, 2003
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“Bet on red.” replied my mother, “Now, let’s talk about how much risk you want to take.”
The Implications Of A Sharply Rising Money Supply
on September 8, 2003
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Inflation ultimately has to rise and keep pace with increases in the money supply.
The Use of Covered Call Options
on September 1, 2003
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It is usually better to be a seller of options than a buyer of options.
Five Reasons To Invest Outside The US
on August 25, 2003
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All investors should have a certain measure of foreign investments. That may sound scary, but not as scary as putting all your eggs in one country’s basket!
Am I Diversified?
on August 18, 2003
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While everyone agrees that you should be diversified, it is important to know what your manager means by the term “diversified.”
Financial Planning Beyond Your Wedding Day
on June 15, 2003
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In addition to registering for a blender and picking floral arrangements, make sure that your marriage has the financial accounts and monetary habits necessary to meet your shared financial goals.
Tax Cuts For Those Who Pay
on June 4, 2003
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The people who pay the highest taxes get the most benefit from a tax reduction. Tax them too much, attack them for being wealthy, and they just may not show up at the table anymore.
Tax Freedom Day 2003 Arrives in Virginia on April 15th
on April 12, 2003
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If you add the costs of complying with government regulations, the cost to society is over 50%. Imagine the economic boom if the other half of workers’ labor were set free to boost productivity!