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Six Asset Classes – September 2013 Returns
on October 21, 2013
with No Comments
In September 2013 the returns of foreign stocks beat US stocks by 4.25%.
Wealth Inequality in America, Part 2
on October 20, 2013
with No Comments
Blaming the 85% with 100% of the wealth for the poverty of the remaining 15% is unreasonable. The two are unrelated.
2013 IRA & Roth Contribution Limits
on October 19, 2013
with No Comments
There’s still time to make sure you’ve maxed out your retirement contributions — your future self will thank you.
When To Say No: 7 Investments to Avoid
on October 18, 2013
with No Comments
“A well-designed financial plan can get derailed by the wrong investment. Here are seven things investors can probably do without.”
If Tiger Woods Can Contribute To A Roth, So Can You – Via Back Door
on October 16, 2013
with No Comments
A backdoor Roth IRA contribution requires some extra steps but allows high-income earners equal access to the tax-free benefits of a Roth IRA.
How to Calculate An Advisor’s Value: Tax Efficiency
on October 15, 2013
with No Comments
A dollar saved on your taxes is better than a dollar earned which causes you to pay more tax.
Republican Genius: Budgeting One Item At A Time
on October 13, 2013
with No Comments
The partisan deadlock offers us a novel opportunity to reach consensus.
Radio: Is a Government Shutdown Better Than No Government Restraint?
on October 12, 2013
with No Comments
Why is the business of government seen as passing spending bills? Why isn’t the job of our representatives to work toward government restraint?
How to Calculate An Advisor’s Value: Total Wealth Asset Allocation
on October 10, 2013
with No Comments
Just how much value does a smart advisor bring with asset allocation and rebalancing wisdom?
Laura Donohue’s Comments at Cato Institution’s NSA Law Panel
on October 9, 2013
with No Comments
“The telephony, the bulk collection of America’s telephony metadata is contrary to the entire intent of Congress in enacting the Foreign Intelligence Surveillance Act. It violates the statutory provisions of FISA. And it is unconstitutional.”
Money Management Lessons From a Relay Race
on October 9, 2013
with No Comments
Money meditations from the finish line.
Hitting The Debt Ceiling Is Still Not The End Of The World
on October 8, 2013
with No Comments
Spending, Debt and Deficit as a percentage of GDP continue to grow unchecked. What political process will ever stop them from bankrupting our country?
Wealth Inequality In America
on October 6, 2013
with No Comments
The video “Wealth Inequality in America” is not only misleading, but the research methods of its underlying study are laughable.
Marotta’s 2014 UVA Fidelity 403(b) Calculator
on October 5, 2013
with No Comments
Age appropriate asset allocation for 2014 using the choices available in the University of Virginia’s Fidelity 403(b) Tax Deferred Savings Plan (TDSP).
Marotta’s 2014 UVA Fidelity 401(a) Plans Calculator
on October 5, 2013
with No Comments
Age appropriate asset allocation for 2014 using the choices available in several of the University of Virginia’s Fidelity Retirement Plans.