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What To Do When The Stock Market Drops 1800 Points
on June 23, 2015
with No Comments
What should you do before a market correction? What about after? The answer is the same.
How to Select Securities
on June 21, 2015
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Your investment strategy is critically important but the implementation requires wise fund selection.
Radio: Knowing When to Realize Capital Gains
on June 19, 2015
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David Marotta was interviewed on the radio discussing how to figure out know when to realize capital gains and how much to realize when you do.
What Is The Correlation Of Freedom Investing?
on June 17, 2015
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Should we have a “Free Countries Asset Class” or a “Foreign Stock Asset Class?”
What Is The Relationship Between Number Of Holdings and Returns?
on June 16, 2015
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There is no such thing as “over diversification.”
Should I Fund a Roth or a Traditional Account?
on June 14, 2015
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As with many financial decisions, our gut feelings deceive us on this matter.
How to Get Out of Debt: Implement Your Plan
on June 12, 2015
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Now that you know where you are headed and the steps you want to take to get out of debt, it is time to take action!
A Guide to Your W-4
on June 10, 2015
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All new employees have to fill out form W-4, but despite its ubiquity, most people don’t understand it.
Tax Alpha: How to Fix a Client Portfolio
on June 9, 2015
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Good financial planners can be worth their weight in gold in helping clients build a tax-efficient portfolio.
Defining Your Sectors
on June 7, 2015
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The process of defining your sectors is an attempt to identify the quintessential features of your strategy and formalize your selection criteria.
How to Get Out of Debt: Make a Plan
on June 5, 2015
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To get out of debt, you need an emergency cushion, a budget, and a plan of attack.
Will Preferred Stocks Hypnotize With Yield?
on June 3, 2015
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Despite the appearance of stability, preferred stocks can become especially volatile when markets are reeling.
What Is The Relationship Between Turnover Rate And Number Of Holdings?
on June 2, 2015
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The greater the number of holdings the lower the turnover rate with one surprising exception.
Do Resource Stocks Deserve Their Own Asset Class?
on May 31, 2015
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Resource stocks represent one of the most interesting collections of diverse indexes as they do not always move in sync with one another.
How to Get Out of Debt: Assess Your Situation
on May 29, 2015
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Make a list of all your debt and figure out where your money is going every month.