Articles

The worst cause of employer stress is the fact that there exist many financial salespeople who offer plans which benefit themselves at excessive cost to the employer and their employees.

Graduate yourself from a childish mindset to that of an adult.

This is a common confusion with Roth IRAs.

We are constantly reviewing our portfolios’ asset allocations in order to bring them more in line with our Investment Committee’s best practices. Here is a summary of our recent changes.

This means that in addition to the overall Emerging Market funds, we will have country-specific Emerging Market allocations to both Taiwan and Chile.

No one knows what the future holds for Hong Kong, but we needed to make a decision on whether it has a place in our Freedom Investing.

My favorite part of my daughter’s Roth IRA is that she has earned it all. I have seen her work hard, learn valuable lessons, and truly earn her wage.

We need to go beyond good intentions. The underprivileged among us deserve good results.

You can easily view the current available cash balance of your Schwab accounts online.

We would expect the switch to Frankiln funds to save our clients 0.11% annually due to the lower expense ratio.

On December 19, 2020, David John Marotta appeared on Radio 1070 WINA’s Real Estate Matters with host Michael Guthrie.

No limp arms. Keep your hands up. Budget for emergencies.

Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.

You are not obligated to vote just because you own shares.

When reviewing our Foreign allocations, we discovered that the foreign Health Care sector has shown high risk-adjusted performance.