Articles

“One financial manager recommended that I invest 100% of my assets into stocks while another recommended investing in bonds as well – what do you recommend?”

This post reminds us that there are at least four reasons to rebalance where the benefit can be demonstrated or measured.

“We will have a better society when government becomes the last resort—instead of the first—in solving our problems.”

For most families, the largest purchase they make will be their house. This 2011 post reminds us that the house you and your family live in is not an investment, but real estate can be.

Earning, spending, saving, and investing — a mastery of these four matters creates a financially healthy life.

This 2017 article reminds us that there is not one best Roth conversion plan that you can apply to everyone.

Imagine that you are covering all of your child’s basic care, but they have a savings stash. Would you let your child give all their savings away to charity?

Each spouse has different spending habits and values different things in life. It’s okay for your budget to reflect that.

While the funds owned by your Donor-Advised Fund are no longer yours, there is some estate planning that can be done with your account.

There are two methods of dialing an extension from the beginning of the call.

Married (or once married) taxpayers have several Social Security benefit options.

Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.

This quarter, we saw that in 1-year returns ending March 31, 2025, Developed Freedom Investing had a +1.27% advantage, Emerging Market Freedom Investing had a -9.45% disadvantage, and Overall Freedom Investing had a -2.01% disadvantage.

The selection of what products we purchase or avoid for clients is based solely on what we believe gives our clients the best chance to meet their goals.

Here is a reference chart with 2025 income tax rates, capital gains rates, and more.