Articles

Here are the limits for how much your employer can add to retirement accounts on your behalf.

These are just some examples of the creative beneficiary designations, but the important part is to dream big about what your wishes are.

We do not recommend using stop loss orders. Now, it appears that the New York Stock Exchange agrees.

How do you handle unexpected income that happens late in the year?

The backdoor Roth strategy involves contributing after-tax funds to a traditional IRA.

We’ve written about how to select securities but in this article we are going to apply those principles to the process of selecting a specific fund for a specific sector of the economy.

David John Marotta was interviewed on WINA’s “Real Estate Matters” show with Michael Guthrie, talking about how it is still a good time to buy a house.

No need to worry. You have many great options when managing an overfunded 529 college savings plan.

While many investors say they want a low-correlation portfolio, they don’t want to actually experience a low-correlation portfolio.

Here is a simple way to think about commercial property.

Knowing how much you can contribute to your retirement accounts is important.

While Santa Claus usually brings something positive for the markets, it isn’t enough to worry about jumping in and out of your investments.

“Nothing has provided greater risk control over the long term than equities, which are historically without principal risk over 30-year periods…”

Many people are first exposed to investing in grade school through a very simple game. Unfortunately, this game teaches all the wrong lessons.

David John Marotta was interviewed recently on radio 1070 WINA’s Schilling Show discussing financial Christmas gifts.