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Baby Bear: The Bear Market of 1966
on November 10, 2015
with No Comments
Examining past Bear Markets can help provide some context when we experience the next one.
Safe Withdrawal Rate Adjustments
on November 8, 2015
with No Comments
Assumptions about these adjustments to your net worth should be made carefully and conservatively.
What Capital Gains Is Owed For The Sale Of Gifted Stock?
on November 7, 2015
with No Comments
It is better to leave stock to a family member in your estate plan than to gift them the stock while you are alive.
Can I Put My RMD Into A Roth IRA?
on November 4, 2015
with No Comments
Annual required minimum distributions must be satisfied before any additional amounts are converted to a Roth IRA.
The Kennedy Slide Bear: The Bear Market of 1962
on November 3, 2015
with No Comments
Here are seven sage investing lessons from the J. Paul Getty era.
How to Factor Social Security into Your Safe Withdrawal Rate
on November 1, 2015
with No Comments
Carefully computing and adding your Social Security early retirement safe withdrawal rate can safely boost your early retirement standard of living without jeopardizing your future finances.
Health Care Insurance Rises Another 24.6%
on October 31, 2015
with No Comments
ObamaCare was always going to be a bad law and now, five years in, that should be clear to everybody.
Jeb Bush’s Tax Plan
on October 28, 2015
with No Comments
Bush’s tax plan is in good company with Trump, Rubio, and Lee. It hits many common Republican talking points but doesn’t seem to take its own reasoning very seriously.
Teddy Bear: The Bear Market of 1957
on October 27, 2015
with No Comments
The lessons of each bear market are visible with the wisdom of 20/20 hindsight.
Why You Should Use a Donor Advised Fund
on October 25, 2015
with No Comments
We highly recommend a Donor Advised Fund for generous investors.
Small Changes Have Large Effects Over Time
on October 23, 2015
with No Comments
A swimmer takes one stroke at a time and yet makes great progress.
Lessons from the Crash of 2007-2008
on October 21, 2015
with No Comments
For a calm investor, a crash will just mean that the stocks you would have bought anyway are temporarily on sale.
How Common Is A Stock Market Crash?
on October 20, 2015
with No Comments
A crash is defined as an index dropping at least 50% from some previous high. Since 1950, there has been exactly 1 stock market crash in the S&P 500 Price Index.
Can I Write My Own Estate Plan?
on October 18, 2015
with No Comments
The shortest answer is yes, you can. But just because you can, doesn’t mean you should.
Radio Interview: Which Retirement Accounts Should I Fund?
on October 16, 2015
with No Comments
David John Marotta was interviewed on radio 1070 WINA discussing which retirement accounts you should fund for the best tax outcomes.