Articles

There are many choices for an HSA custodian, but we like to recommend HSA Bank because it allows you to custody funds for investment at TD Ameritrade.

Home bias is the tendency of investors to invest a majority of their assets in companies domiciled in their home country. Recency bias is the tendency for humans to believe that what has happened recently will continue to happen in the future.

While many have been following the domestic returns and recovery, fewer investors know how well foreign investments did this past year.

On Tuesday, May 12, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to discuss government regulations which made it more difficult for the free markets to cope with COVID-19.

The cost of a second home is large. Large enough that it can ruin your retirement plan.

While there may be ineffective charities which still deserve your support, this process may reveal ways that we can encourage ourselves, our charities, and our charitable giving to do better.

It is difficult to know which sites to trust, but it is easy to know that someone is violating one of the eight safeguarding your money standards or can’t answer the ten questions to ask a financial advisor.

Even if the world was ending, I still want to have a mortgage.

In this talk, David demonstrates how Roth conversions can be extremely valuable even if a client is always in the same tax bracket.

Don’t delay getting your finances in order until you get your finances in order. Ask for help today and see what wisdom a financial advisor has to share.

By decoupling your standard of living from the size of your income, you have taken the first step toward financial freedom.

An entrepreneur is valued for innovation. To innovate almost always requires failure first.

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.