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.
Q&A: What Types of Clients Do You Typically Work with?
on July 30, 2018
with No Comments
We believe that the basic principles of financial planning are the same no matter how many zeros you add.
Three-Year Freedom Investing Returns (June 2018)
on July 27, 2018
with No Comments
The bonus in returns of countries with freedom over and above the MSCI EAFE foreign index ranges from 1.28% to 1.91%.
PIIGS Have Returned To Simply PIGS
on July 26, 2018
with No Comments
In recognition of its efforts to reduce its debt and deficit and Ireland’s return to the “free” category of the economic freedom index, I think the letter I for Ireland should be removed from PIIGS and it should return once more to just PIGS.
Q&A: What is Your Approach to Financial Planning?
on July 24, 2018
with No Comments
If this is the approach you want for your financial planning, give us a call to get started today!
S&P 500 Fairly Valued At End Of June 2018
on July 23, 2018
with No Comments
U.S. Large Cap is currently valued at the historical average again after taking into account the expected increase in corporate earnings.
Radio: Responsibility of Retirement Plan Sponsors
on July 20, 2018
with No Comments
If you run a retirement plan at your company, you are responsible for performing periodic reviews to ensure that the plan is the best it can be for participants.
What Is Financial Planning?
on July 19, 2018
with No Comments
Given how few financial advisors have been through the education, certification, and experience require to obtain the CFP® mark, it is no wonder that so few so-called financial planners are actually providing comprehensive financial planning advice.
Asset Allocation Between The United States And The United Kingdom
on July 17, 2018
with No Comments
A blended portfolio has had a higher mean return than either fund by itself.
Q&A: What Financial Planning Services Do You Offer?
on July 16, 2018
with No Comments
We offer comprehensive wealth management services.
What Is Integrated Financial Planning?
on July 13, 2018
with No Comments
Wise decisions cannot be made in isolation from their impact on other areas of your financial life.
Marotta’s 2018 Fidelity Gone-Fishing Portfolio
on July 10, 2018
with No Comments
A gone-fishing portfolio using the no-transaction fee funds currently available at Fidelity.
Marotta’s 2018 Fidelity Gone-Fishing Portfolio Calculator
on July 10, 2018
with No Comments
We recommend this gone fishing portfolio for accounts hosted at Fidelity.
Q&A: What Are Your Qualifications?
on July 9, 2018
with No Comments
We require each Investment Committee member to have, at a minimum, the CERTIFIED FINANCIAL PLANNER™ (CFP®) or Chartered Financial Analyst ® (CFA) designation.
The Dow Jones Industrial Average
on July 6, 2018
with No Comments
Truly diversified portfolios don’t move in sync with the Dow.
Early Preview of 2019 IRS Forms
on July 5, 2018
with No Comments
Although this 1040 looks smaller, it is not an upgrade for anyone except for the IRS.