Articles

Only recently has Main Street been so fully invested. This 2007 article chronicles how it all got started.

We have a large distribution of clients at all portfolio sizes and, surprisingly, have all life stages nearly equally represented.

The capital gains tax is economically senseless. This 2014 post has fourteen of the loopholes the government’s gain tax unintentionally incentivizes.

These are all reasons why it is best to ignore strange text messages entirely.

This 2016 article reminds us that “there is a very simple place to start the process of changing our destiny: Each day notice the things that make you happy and try experiencing more of them.”

The immediate post-election trades in the markets appear to include a number of speculative trades based on expectations of what might do well now that Trump has won the presidency.

Did you know David wrote a Christmas novel? This 2020 book by David John Marotta and Brendon Marotta makes you rethink what is happening in Charles Dickens’ A Christmas Carol.

This 2008 article is an uplifting, timeless sermon.

Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics. This 2003 – 2012 series uses the classic tale to illustrate different financial personalities, principles, and philosophies.

In 2024, there are 18 states that have some form of death taxes.

Starting in 2025, this amendment permits those between the ages of 60 and 63 (as measured on December 31) to contribute up to 150% of the catch-up amount rather than the usual 100%.

Even though it doesn’t feel like it sometimes, contribution limits are indexed to inflation.

In “A Christmas Carol,” Ebenezer Scrooge calls Christmas a “humbug” because of the foolish way people celebrate it. This 2008 article reminds us that it is sometimes wise to simplify Christmas.

Within a matter of days my HSA and all of its investments were transferred from my Schwab account to a new Fidelity account with no charges.

This article should give you something fun to discuss this year.