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Our Articles

Financial Advisors’ New Patron Saint Just Cut From the Detroit Lions
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When Ryan Broyles scored a $3.6 million dollar contract after being drafted in the first round he did something quite rare – he sought as much advice as he could find.

How Much Can I Contribute To My SEP IRA?
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The calculations for this are a little strange. Here is the formula and two examples of how it works to help you.

Which Retirement Account Should I Fund?
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Which account you should fund depends on your circumstances, but here are some general guidelines you can follow to make your decision.

Which Emerging Markets ETF Should I Buy: VWO or EEM?
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They are based on different indexes and have different expense ratios.

Marco Rubio and Mike Lee’s Tax Plan
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Rubio and Lee do make definite improvements but sadly, this good is largely undone by a well-meaning but naive tilt of the playing field towards parents.

Steps for Getting Out of Debt
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I have outlined some steps to help you figure out how to pay down your debt and get back on track.

How Much Umbrella Insurance Do I Need?
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Umbrella insurance covers you for liability that goes above and beyond your auto and homeowners insurance.

Radio: Universal School Choice in Nevada
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David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show discussing Nevada’s universal school choice.

Is Graduate School a Good Investment? Here’s the Formula.
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Your future path is sure to take many unexpected twists and turns, but you should run the numbers. Your future self will thank you.

How Frequently Do New S&P 500 Highs Stick?
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Every time the S&P 500 hits new highs everyone wonders if these new highs will stick.

Education Improvement Scholarship Tax Credits
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Virginia taxpayers can give generously and offset the cost of those gifts through tax credits and the avoidance of capital gains taxes.

Mailbag: What’s Better At Predicting Future Returns Than Morningstar Stars?
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How often did it pay to heed the star rating? Most of the time, with a few exceptions. Is there a better method to use?

How Can I Contribute to Two Roths?
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The terminology is a little confusing, but you are allowed to have and contribute to both individual retirement accounts and employment-related retirement accounts.

Rand Paul’s Tax Plan
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2016 Presidential hopeful Rand Paul has released a sketch of an intriguing tax plan.

How to Convert Taxable Savings Into Your Roth IRA
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Most tax professionals don’t think of such tax planning opportunities, because they have to focus on complying with tax accounting regulations.

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