Marotta On Money

As of 2021, here is an overview of how the states and jurisdictions handle interest on certain U.S. government obligations.

Our first article posted online is a wonder to behold. This 1998 beauty is written by George Marotta, founder of Marotta Money Management. In the article, he reminds us that, “Anyone of us could design a better system, but 500 congress people cannot resist the pressure groups who want to twist the code to benefit their particular constituencies.” Decades old, this post still rings true today.

Think of your capital loss carry forward as an asset you have banked which provides a defensive buffer for your taxes.

Perhaps one day Schwab will write their own tutorials, but until then, I’m glad we can help so many people.

This quarter, Overall Freedom Investing presented a 1-year return of 33.89%. This is a +1.29% advantage over MSCI ACWI ex US.

Fidelity is now our primary recommendation for an HSA custodian, so we’ve started a series on how to accomplish tasks at Fidelity.