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Schwab Mobile App: How to Deposit a Check
on August 24, 2020
with No Comments
One of the best features of the app is that you can deposit checks to your Schwab Bank account or Schwab investment account directly from your smartphone.
Where to Find Statements and Tax Documents on Schwab.com
on August 21, 2020
with No Comments
If you are receiving electronic delivery, you will likely want to know how to locate Schwab account statements and tax forms online. Luckily, the process is fairly simple.
Merrill Lynch Is A Terrible Choice
on August 20, 2020
with No Comments
They admit that they do not rebalance, have been subject to lawsuits claiming they are predatory, and are held to a relaxed standard designed specifically for them.
The S&P 500 Recovered Today from the 2020 COVID Bear Market
on August 18, 2020
with No Comments
Those who flat-lined to cash or who waited to invest their cash until the markets looked better missed out on the recovery.
How to Change Your IRA Beneficiary Designations After the SECURE Act
on August 18, 2020
with No Comments
Now non-nuclear family or friends who are more than 10 years younger than the decedent and in good health are never eligible for stretch provisions and must distribute the whole balance over 10 years.
What Is A Short Sell?
on August 17, 2020
with No Comments
In short selling, a bankrupt stock is the best thing that can happen, but the worst thing that can happen is that the stock price will rise.
A Surprising Lesson from the COVID Quarantine
on August 14, 2020
with No Comments
Yes, we are merely human, but our ideas and our analysis are powerful.
Looking Backward on Socialism: Free College Education For All
on August 13, 2020
with No Comments
On Tuesday, February 11, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to take a closer look at the calls for free college education in the socialist utopia.
Misuse Of The Term ‘Rebalance’
on August 11, 2020
with No Comments
That is not what anyone means by the term “rebalancing.” The misuse of the term on Investment News was glaring.
Who Should Own My Child’s 529 Account to Assist the FAFSA?
on August 10, 2020
with No Comments
With the grandparents as the owner rather than the parent, the student may have a better chance of receiving financial aid.
Answering SEC ADV Part 1 Item 9 Custody is Representative of a Larger Compliance Problem
on August 7, 2020
with No Comments
The SEC should scale back their data collection.
Can I Deduct a 529 Contribution to an Account I Don’t Own?
on August 6, 2020
with No Comments
Unfortunately, the answer is that you cannot. The 529 account owner receives any state tax deductions for contributions make to their account.
We Added 2 New U.S. Stock Sectors to Our Allocations
on August 4, 2020
with No Comments
We decided to add two new sectors after generating several hundred efficient frontier graphs of various United States classifications, industries, and sectors over a variety of time periods.
What About The Traditional 60/40 Portfolio?
on August 3, 2020
with No Comments
In our age-appropriate asset allocation models, we don’t recommend a 60/40 portfolio until you are between age 80 and 87.
How to Claim Your Virginia State Tax 529 Contribution Deduction
on July 31, 2020
with No Comments
Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.