Articles

Mortgage rates are at historical lows, so the next few years are the time to take advantage of them.

Here are seven steps you should take to weather any financial storm.

David Marotta discusses how to increase your after-tax net worth.

Identity theft is becoming distressingly common as personal information becomes easier to swipe.

Investing in some mutual funds is like buying a $3 candy bar and paying $5 shipping and handling. All mutual funds are not created equal, and you can boost your returns by doing a little homework before writing a check.

Virginia 529 plans allow for an unlimited carry-forward deduction.

Managing your family’s cash is key to meeting your financial goals.

There will always be swindlers masquerading as investment advisors. You can learn to recognize such people by their over-the-top lifestyle.

Countries with the most economic freedom generally do better than the international index.

Excellent advisors communicate clearly exactly how bad the markets have been and can be.

Rebalancing between asset classes boosts returns and decreases volatility. But setting your asset classes based on sectors of the economy is not an effective strategy.

David Marotta discusses behavioral finance.

In this formula is deep wisdom, both for portfolio construction and for determining which categories are worth regular rebalancing.

Couples getting married in June usually don’t take the time for pre-marital financial counseling. Yet much of the friction in marriage stems from different financial perspectives, and how money is handled is often a factor in divorce

Generally, a correlation that can drop below 0.6 with other asset classes is a good candidate to become its own asset class.