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Investment Strategies Part 1: Rebalance into Stable Investments in an Appreciating Market
on May 25, 2009
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Diversifying your portfolio means finding assets that have value on their own merits but do not move exactly alike. A critical investment metric called “correlation” is used to construct a portfolio most likely to meet your personal financial goals.
Achieving Family Harmony in Estate Planning Part 2: Make Sure Your Plan Fits Your Unique Needs
on May 18, 2009
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Estate planning must begin with family harmony as the goal. Thus personal dynamics are more important than avoiding probate and estate taxes.
Radio: Learning To Live On Your Own
on May 12, 2009
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David Marotta discusses learning to live on your own after college.
American Mercantilism Descends Into Fascism
on May 11, 2009
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The government is not intervening out of a sense of altruism.
Achieving Family Harmony in Estate Planning Part 1: Leave Your Estate in the Right Hands
on May 4, 2009
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The most important product of estate planning is achieving family harmony. Think carefully when you choose your executor or trustee.
Video: What’s More Important, Saving for College or Retirement?
on May 1, 2009
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What’s more important, saving for college or retirement?
Video: Roth Segregation Part 1: IRA Tax Law
on April 27, 2009
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A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.
Roth Segregation Accounts
on April 27, 2009
with No Comments
A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.
Video: Roth Segregations
on April 26, 2009
with 8 Comments
A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.
Video: Roth Segregation Part 2: Implementation
on April 26, 2009
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A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.
Getting Started With Investing
on April 20, 2009
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There isn’t a better time to invest than today. Getting started can be intimidating, but these simple steps will help you through your first few years of investing.
Video: Getting Started with Investing
on April 17, 2009
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There isn’t a better time to invest than today. Getting started can be intimidating, but these simple steps will help you through your first few years of investing.
Radio: Congressional Earmarks
on April 13, 2009
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David Marotta discusses the politics of congressional earmarks.
Social Security 6: The 70-66 Strategy
on April 6, 2009
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Future earnings and the potential for Roth IRA conversions should be part of your plan.
Social Security 5: File and Suspend for Soon-to-Be Widowed Homemakers
on March 30, 2009
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Healthy spouses with little earnings should encourage their partners to delay filing.