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.
The Implications Of A Sharply Rising Money Supply
on September 8, 2003
with No Comments
Inflation ultimately has to rise and keep pace with increases in the money supply.
The Use of Covered Call Options
on September 1, 2003
with No Comments
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
with No Comments
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
with No Comments
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
with No Comments
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
with No Comments
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
with No Comments
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!
The History of Mutual Funds
on March 10, 2003
with No Comments
Today, we have 8,269 mutual funds. About one-third of all common stocks are held in mutual funds.
Don’t Tax Dividends Twice
on January 11, 2003
with No Comments
The current distorted tax system has resulted in a steady decline of dividend payouts over the past two decades and was a major contributing factor in the stock market bubble of 1999 and recent three-year bust.
Will The U.S. Go The Way Of Japan?
on November 18, 2002
with No Comments
In the US we allow companies to go bankrupt when they cannot succeed in business.
The Democratization Of Wealth
on October 1, 2002
with No Comments
I say, “Let the rich be rich!”
Strategies for Today’s (Fall, 2002) Stock Market Investing: Why Your Portfolio May Not Be Ready
on September 11, 2002
with No Comments
Recently record amounts of money have been taken out of stocks and put into bonds. These investors assume that at least their money will be safer in cash or bonds. These assumptions are wrong.
The United States: Capitalist Model to the World
on September 11, 2002
with No Comments
Let’s not change those things that made us successful in the first place: Maximum freedom for the individual.
The Five Most Important Documents to Have
on September 6, 2002
with No Comments
If you think estate planning information is hard for you to pull together, imagine how difficult it will be for someone else who is asked to fill your shoes in an emergency!
How to Avoid Higher Cost Mutual Funds
on September 5, 2002
with No Comments
If you rely on a commission-based financial product salesperson, you will probably be sold the wrong kind of funds.