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Our Articles

Marotta’s 2013 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Marotta’s 2013 Gone-Fishing Portfolio
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility. Its primary appeal is simplicity. As a secondary virtue, it avoids the worst mistakes of the financial services industry.

How Quickly Should 401(k) Deposits Be Remitted?
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As the payroll processor at our company, how quickly do I need to deposit 401(k) contributions into employee accounts? -Sincerely, Payroll Pam

Is Your 401(k) Plan Secure?
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Money deducted from your paycheck for retirement typically gets deposited quickly into your 401(k) plan. But this isn’t always the case.

Should Planners Bypass The Bypass Trust?
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The new unified credit changes for estate planning in 2013 have once again changed when you should have provisions for a bypass trust.

Do We Have a Right to Health Care?
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The Affordable Care Act encourages everyone to get health care insurance by punishing those who don’t. Proponents of Obamacare justify this saying that health care is a human right. But is it?

July 2013 Asset Class Returns
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Here is how representative ETFs from each of the six asset classes did in July 2013.

Financial Smorgasbord: Carnival #14
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This week we have a smorgasbord of ideas for everything from tips for building an emergency fund from scratch to financial tweets to writing engaging website pages.

The Only Right Answer To “Debit or Credit?”
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“Debit or Credit?” is a trick question. There is only one right answer and it’s not the one that benefits the store whose asking.

Thou Shalt Not Covet Thy Neighbor’s Tesla
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Since it is inevitable that each group of friends will represent a spectrum of financial capacity, healthy relationships require that all be prepared to manage these pressures.

Anatomy of a Scam
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There is no such thing as a sure thing, and if something sounds too good to be true, it is

Detroit’s Bankruptcy Doesn’t “Just Happen”
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Corporations go bankrupt for a wide variety of reasons, but there’s only one reason for municipalities.

How Do I Open an Investment Account? Part 2 -Things You Can Do Tomorrow
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Here’s a walk through of the account opening process at Vanguard.

Gold And Silver Stocks Down In 2Q 2013 Along With The Metals Themselves
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Precious Metal Mining companies are leveraged against the movements of the underlying price of the metals themselves.

Real Estate Down Slightly During The Second Quarter
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Foreign real estate was down more for the quarter because the U.S. Dollar strengthened against foreign currencies.

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