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.
Speed Is Not Critical When Investing
on January 26, 2004
with No Comments
I will give you the forecast for the next TEN years in the US Markets: Up, Down, Up, Up, Down, Up, Down, Up, Up, Up. These predictions are not in chronological order.
Social Security Can Be Saved
on January 12, 2004
with No Comments
We can have our benefits and lower taxes if we are willing to admit that socializing retirement benefits was a mistake and we return to trusting once again, the in power of free markets.
Financial Resolutions for the New Year – 2004
on December 29, 2003
with No Comments
Keeping a budget works like a diet. Some diets require you to write down everything you eat and count calories, shares, ranking, or other food units. It makes eating more painful, causing you to eat less.
Holiday Joy Doesn’t Cost A Fortune
on December 8, 2003
with No Comments
One of my favorite Christmas movies is the version of “A Christmas Carol” starring George C. Scott as Ebenezer Scrooge. I confess that I understand Scrooge’s character.
How To Get Out Of Debt (Part 5)
on December 1, 2003
with No Comments
Admit your past debt mistakes readily. Like a former alcoholic you must be constantly vigilant against slipping up again.
How To Get Out Of Debt (Part 4)
on November 24, 2003
with No Comments
You bought more things than you can pay for. That is an error in judgment. Given the evil in the world, your small financial troubles aren’t that bad.
How To Get Out Of Debt (Part 3)
on November 17, 2003
with No Comments
Only after you have steeled your resolve not to borrow any more money are you ready to deal with paying off your current debt.
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
with No Comments
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
with No Comments
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
with No Comments
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
with No Comments
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
with No Comments
You can learn a lot about financial management from snapping turtles.
How Risky Do You Want To Be?
on September 15, 2003
with No Comments
“Bet on red.” replied my mother, “Now, let’s talk about how much risk you want to take.”