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 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.
How to Avoid Another Stock Market Bubble
on September 2, 2002
with No Comments
Congress contributed greatly to the bubble through the distorted incentives created by the tax code.
The New World Order
on June 20, 2002
with No Comments
We all must become volunteers in fight against terrorism in order to maintain the new world order.
Tax Freedom Day Arrives in Virginia on April 24th, 2002
on April 24, 2002
with No Comments
Despite the small decrease, the size of the federal government is still at an unprecedented level.
High Prices For Energy Are Good!
on May 1, 2001
with No Comments
Higher energy prices will encourage alternative sources of energy that are more environmental friendly.
One Day To Take Stock Of Our Giant Tax Burden
on April 26, 2001
with No Comments
Filing federal taxes accounts for 82 percent of the federal government’s entire paperwork burden.
Tax Freedom Day 2001 Arrives in Virginia on April 30th
on April 25, 2001
with No Comments
These are no longer the questions of the idle rich desiring to hoard their inherited wealth.
Unfortunately, The Stock Market IS A Leading Indicator
on April 1, 2001
with No Comments
The Stock Market will Drop Further.