We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Obama’s myRA Plan Violates Multiple ERISA Laws
on February 9, 2014
with No Comments
Willful violations of ERISA legislation carry criminal penalties of up to a year in prison for the plan sponsor and a fine of up to $100,000 for the corporation.
End-Of-The-World Money Moves
on February 8, 2014
with No Comments
How do you prepare for the end of the world?
Opening A Brokerage Account
on February 6, 2014
with No Comments
Opening an account is the first step in getting started in investing.
Does Buy Term and Invest the Difference Still Work?
on February 5, 2014
with No Comments
Imagine these two strategies competing in a track race. It’s as if one runner were told to wait until the other finished her first lap before beginning.
2014 IRA & Roth Contribution Limits
on February 4, 2014
with No Comments
Plan to max out your retirement contributions for 2014 — your future self will thank you.
2014 Employer-Sponsored Retirement Plans
on February 4, 2014
with No Comments
It’s important to know the limits so you don’t over-contribute and incur tax penalties, but contribute just the right amount (based on your income) for your future standard of living.
2014 Tax Facts
on February 3, 2014
with No Comments
The numbers are in: here is a quick chart of tax info for the 2014 tax year.
Can You Fact-Check Without Reading the Article?
on February 2, 2014
with No Comments
Both authors claimed there were errors in our article all the while agreeing with our assessment of the unemployment numbers.
We Were Wrong: Jobless Available Workers As High As 41.4%
on February 1, 2014
with No Comments
We actually underreported the portion of jobless Americans. It did not include the people who are represented in the unemployment rate.
David John Marotta & Megan Russell Defended by Rush Limbaugh
on February 1, 2014
with No Comments
After covering our article during his January 22 radio show in the segment, Rush Limbaugh then discussed Pethokoukis’s attack the following day. Our two Virginia co-authors are “the Wall Street guy.”
David John Marotta & Megan Russell Mentioned by Rush Limbaugh
on February 1, 2014
with No Comments
David John Marotta and Megan Russell were mentioned on Rush Limbaugh’s show for their article “Should We Wallow in the Rising Stock Market?”
David John Marotta Mentioned on Sean Hannity’s Show
on January 31, 2014
with No Comments
Sean Hannity’s radio show covered Marotta and Russell’s “Should We Wallow in the Rising Stock Market?” Thanks to sensational headlines and selected quotes, the message of the article is changed with each re-telling.
David Marotta Interviewed On LA Radio KABC
on January 30, 2014
with No Comments
David Marotta was interviewed on radio KABC in Lost Angeles, discussing the article Should We Wallow in the Rising Stock Market. Listen to the radio show here.
How Should Investors Respond to Tender Offers?
on January 29, 2014
with No Comments
Advice for those who own individual stocks when a response to a tender offer is needed. The research for this article turned out to be much more interesting than I first anticipated.
Index of Tax Tables
on January 26, 2014
with No Comments
Want the full list of tax tables? Here they are in one place for easy browsing.