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.

Subscribe to receive our weekly newsletter.


Our Articles

How Does Compliance Differ Between Smaller Firms and Large Brokers?
with No Comments

It is relatively easy for an adviser who has a 400 lawyer compliance department to sit through some compliance continuing education and yet never understand what attitudes and behaviors need to be changed.

Radio: Should the Government Use Force to Make College Education Free?
with No Comments

David John Marotta was interviewed on radio’s Schilling Show discussing the relationship between the government and college education.

Three Strategies to Avoid Private Mortgage Insurance
with No Comments

Avoiding PMI, if possible, is better for your long-term finances. Here are three strategies to avoid PMI.

Hedge Funds and Long/Short Strategies
with No Comments

Long/short strategies use the money from the stocks they have shorted to purchase extra stocks that they hope will go up.

Are You Paying For Your Fund’s Advertising?
with No Comments

If you own some mutual funds, chances are you are paying a hefty marketing price.

Why the Ending Value on your Performance Report Differs from your Statement
with No Comments

Here’s what you need to know to understand why the numbers may not match.

Most People Take Social Security At The Worst Possible Age
with No Comments

While taking Social Security at age 70 is not optimal for everyone, age 62 is optimal for almost no one.

Don’t Forget to Rebalance All Your Assets
with No Comments

It can be easy to forget about your company’s 401(k) because you aren’t depositing the money yourself, your pre-tax contributions are deducted from your paycheck and are electronically deposited by your employer.

What is Private Mortgage Insurance?
with No Comments

PMI does not provide you, the borrower, any protection.

Finding Someone You Can Trust
with No Comments

Those who believe that more regulation is the answer don’t understand how human nature works.

How to Monitor Your Financial Advisor
with No Comments

When seeking a financial advisor, you should find out if they are willing to sign a fiduciary oath putting your interests above those of their employer.

What’s the Difference Between Time Weighted Return and Internal Rate of Return?
with No Comments

There are 2 main types of returns you want to see on your performance report. What’s the difference?

Economic Indicators: Gross Domestic Product (GDP)
with No Comments

Under one theory, changes in GDP or the rate of GDP growth precede and could cause stock markets to react and move in response. This is usually not the case.

How Much Can I Contribute to My Retirement Accounts?
with No Comments

With many types of retirement accounts available, it can be difficult to keep track of how much you can put away where, especially if you are eligible to contribute to multiple accounts.

What NOT to Compare on Performance Reports
with No Comments

By definition and design, different types of reports produce different numbers.

1 87 88 89 90 91 92 93 212

Like what you read? Subscribe to our newsletter!