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.
Freedom Investing in Review (June 2024)
on August 6, 2024
with No Comments
This quarter, we saw that in 1-year returns using the dynamic tilt and ending June 30, 2024, Developed Freedom Investing had a -0.14% disadvantage, Emerging Market Freedom Investing had a -0.02% disadvantage, and Overall Freedom Investing had a +0.36% advantage.
#TBT Stop Telling Yourself These Three Financial Lies
on August 1, 2024
with No Comments
Here are three lies you must stop telling yourself in order to build a solid financial foundation.
What is a Trusted Contact at Schwab?
on July 30, 2024
with No Comments
While it is possible a trusted contact may provide you with some protection, it cannot replace a durable power of attorney.
#TBT A Review of Finances at Age 60
on July 25, 2024
with No Comments
If you are close to either side of 60, this 2020 article will outline the ideal scenario to help you make your own financial assessment.
Four DPOA Limitations at Schwab and Their Solutions
on July 23, 2024
with No Comments
In most cases, Schwab’s rules around durable powers of attorney help to protect the principal. However, the same rules can also impede the principal’s agent.
#TBT Implement the Automatic Millionaire at Schwab
on July 18, 2024
with No Comments
The best way to ensure that you save and invest is to automate the process.
How to Implement a DPOA at Schwab
on July 16, 2024
with No Comments
Estate planning is a task which is never useful until it is too late to do it.
#TBT The Only Right Answer To Debit or Credit?
on July 11, 2024
with No Comments
You swipe your debit card at the card reader and the clerk quickly asks, “Debit or Credit?” Which should you choose? This 2013 article tells us.
How to See Your Schwab RMD Online (2024 Update)
on July 9, 2024
with No Comments
On June 2024, Schwab provided an update about viewing and taking your RMD on Schwab.com.
#TBT How to Make a Financial Independence Bucket
on July 4, 2024
with No Comments
In honor of the Independence Day of the United States, this 2013 article reminds us to prepare for our own Independence Day.
Q&A: Are There Account Closure Fees?
on July 2, 2024
with No Comments
There are no financial hooks, termination fees, or such imposed by our firm.
#TBT Stress Is Not Your Enemy
on June 27, 2024
with No Comments
As David Marotta writes in this 2012 post, “If I had to pick one learned skill that has served me the best in my career, it would be learning to grab my mind by the scruff of the neck and drag it back to the task at hand.” This piece reminds us that hard work can sometimes be your best doctor.
Ed Slott’s 10 Questions to Ask Your Financial Advisor
on June 25, 2024
with No Comments
I think the intent of this list is to make advisors feel under-prepared and thus more likely to sign up for one of the paid newsletters Ed Slott provides. Regardless, here are my answers.
#TBT Full-Nest Syndrome
on June 20, 2024
with No Comments
Many adult children are returning to live at home somewhat involuntarily. What can parents do to help? This 2011 article offers some wisdom.
2024 Market Outlook for Global Stock
on June 18, 2024
with No Comments
We agree with Kleintop’s assessment that valuations suggest that international equities are poised for more gains.