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Retirement Plans’ Perilous Future
on August 26, 2011
with No Comments
Between threats of cutting tax benefits and crackdowns on non-compliant plans, for the retirement industry ‘stakes are higher than they ever were’
Can Financial Advisers Be Trusted?
on August 24, 2011
with No Comments
Not every investment consultant has your interests as the top priority, or even the necessary credentials. Here’s how to find the right type of adviser.
How to Maximize Long-Term Returns
on August 22, 2011
with No Comments
I recently read two articles that provided insight on how investors should respond to a market downturn.
Which Rich Are You Trying to Tax?
on August 20, 2011
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Those productive small business owners with higher earnings are a different group from the ultra-wealthy with higher net worths.
The GAO Makes A Poor Financial Advisor
on August 19, 2011
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If the GAO were giving you investment advice they would suggest that you not participate in your 401(k) and convert at least half of your retirement savings into an annuity laden with fees and expenses.
Freedom Investing
on August 18, 2011
with No Comments
Given the dangers of worldwide sovereign debt, this may be one time when investors should continue to tilt foreign and toward specific countries.
Video: The Dangers of Immediate Fixed Annuities
on August 18, 2011
with No Comments
The returns offered by immediate fixed annuities aren’t as good as they sound. The sleight of hand in this case is the immediate loss of 100% of your principal. They are fixed for you to lose and the insurance company to win.
Motivating and Helping the Overspending Client
on August 17, 2011
with 1 Comment
Most financial planners have a difficult time helping clients reduce their spending habits and start saving.
Ronald Regan: “A Time for Choosing” (1964)
on August 16, 2011
with No Comments
Ronald Regan’s speeches, including “A Time for Choosing” (1964) are worth watching.
Weak Debt Deal Is No Solution
on August 15, 2011
with No Comments
We simply can’t spend our way into prosperity.
Weak Deal is No Solution
on August 15, 2011
with 5 Comments
Calling this a “Tea Party downgrade” might be true in one sense. There weren’t enough members of the Tea Party to overcome the stubbornness of those refusing to make real spending cuts.
The Power Of Passive Investing
on August 10, 2011
with No Comments
A study by Morningstar cited in the Journal of Indexes shows that investors under-perform the very funds they are invested in by 1.5%. Learn how that is possible and avoid that mistake.
David John Marotta Interviewed on CBS-19 After Market Drop
on August 9, 2011
with No Comments
“One of the jobs of a financial adviser is to keep people from doing things that feel like the emotionally right thing to do but statistically are the wrong thing to do.”
Radio: Weak Debt Deal and U.S. Credit Downgrade
on August 9, 2011
with No Comments
On August 9, 2011, David John Marotta appeared on 1070 WINA’s Schilling Show to discuss the weak government debt deal, the U.S. Credit downgrade, and the subsequent drop in the Stock Market.
Warren Buffett is Buying
on August 8, 2011
with 1 Comment
On the same day that the S&P 500 plunged 6.7% in reaction to the Standard & Poor’s downgrade of US sovereign debt, Bloomberg is reporting on two different headlines stating that Warren Buffet’s company, Berkshire Hathaway, is on a buying spree.