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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.
Radio: How COVID-19 Changed Real Estate
on July 30, 2020
with No Comments
City real estate will be a little less expensive and suburbs and the countryside will be a little more expensive.
How to Self-Insure for Long-Term Care Health Expenses
on July 28, 2020
with No Comments
If you save this target, your assets have a better chance of seeing you all the way to the end.
Risk-Return Analysis of Freedom Investing
on July 27, 2020
with No Comments
In this article, I am reviewing the quantitative measurements and performance metrics of Freedom Investing to see how its risk and return compare to the EAFE Index, its benchmark.
Schwab Mobile App: Transfer Money Between Accounts
on July 24, 2020
with No Comments
The Schwab mobile app gives you the ability to transfer money between your accounts at Schwab within moments.
Radio: David John Marotta On ‘Real Estate Matters’ with Michael Guthrie
on July 23, 2020
with No Comments
On November 16, 2019, David John Marotta appeared on “Real Estate Matters” with Michael Guthrie.
Stay Invested After Volatile Quarters
on July 21, 2020
with No Comments
This data shows that there is no historical justification for selling to cash during volatile market movements.
How to Designate Your Donor Advised Fund as a Beneficiary of Your IRA
on July 20, 2020
with No Comments
You may or may not want to leave anything to your favorite charity. However, if you do, there are often advantages to using a Donor Advised Fund over designating the charity directly.
How to Move Cash Between Your Schwab Accounts
on July 17, 2020
with No Comments
Charles Schwab provides many convenient features for managing your accounts online. One of those features allows you to move cash between your Schwab accounts with just a few clicks.
Comparison Charts Are Meaningless
on July 16, 2020
with No Comments
They vary in the slope, depth, and duration of the downturn.
Virginia 529: What Counts as a Unique Account for Per-Account Deductions?
on July 14, 2020
with No Comments
Oddly enough, what qualifies something as a unique account is both a unique account registration and investment portfolio selection.