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The Case for Investing in Foreign Health Care
on February 16, 2021
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When reviewing our Foreign allocations, we discovered that the foreign Health Care sector has shown high risk-adjusted performance.
Never Say Debit, Despite Dave Ramsey
on February 15, 2021
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The only correct answer to Debit or Credit is “Credit!”
The Market Isn’t Made Up. It Is Made.
on February 12, 2021
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The value of a stock is simply what people are willing to pay for it.
2021 Performance Report for Marotta’s Gone-Fishing Portfolios (2012-2020)
on February 11, 2021
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Our Gone-Fishing Portfolios are free to use portfolios that take advantage of the no-transaction-fee, low-cost ETFs or mutual funds of each major custodian. Over the years, we’ve changed the funds and the allocations as new research or securities reveal improvements.
An Overview of Marotta’s 2021 Gone-Fishing Portfolios
on February 9, 2021
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A gone-fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year.
Marotta’s 2021 Gone-Fishing Portfolio Calculator
on February 8, 2021
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This gone-fishing portfolio is our default portfolio which can be used at any custodian.
Marotta’s 2021 Vanguard Gone-Fishing Portfolio Calculator
on February 5, 2021
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We recommend this gone-fishing portfolio for accounts hosted at Vanguard.
#TBT How Do You Value a Gift of Stock for Taxes?
on February 4, 2021
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This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.
We Added Individual Stocks to Our Foreign Allocations (January 2021)
on February 2, 2021
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We believe these 26 companies will be an effective weight to add foreign healthcare to our portfolios.
2020 in Review
on February 1, 2021
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Looking closer into each asset class, here’s how our top six asset classes performed between January 1 and December 31, 2020.
A Financial Planner’s Review of Instacart Grocery Pick-Up
on January 29, 2021
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After trying Instacart again a handful of times, I finally decided that in-person shopping was cheaper and more effective for my family.
The Complete Guide to Funding a Custodial Roth IRA
on January 28, 2021
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Here you can find our article series detailing how and why you should fund a custodial Roth IRA for your children.
Account Funding Priorities for 2021
on January 26, 2021
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Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.
Two Charitable Tax Savings for Spontaneous Donors
on January 25, 2021
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Utilizing tax-smart spontaneous giving only requires the smallest amount of planning ahead.
Q&A: What are the Tax Rates for an Inherited IRA?
on January 22, 2021
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The short answer is that most taxable distributions from inherited IRAs are taxed at the the child / beneficiary’s income tax rate. The longer answer is that there are multiple chances for inheritance to be taxed.