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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.
How to Add, Edit, or Remove a Trusted Contact at Schwab
on July 13, 2020
with No Comments
This designation gives both Schwab and your financial advisor the permission to contact the named individual if either of us were ever concerned that you or your finances were being taken advantage of.
Impact Investing Could Do the Opposite of Its Intentions
on July 10, 2020
with No Comments
If a morally questionable idea is a valuable money maker, then your avoidance of that fund will only give more wealth to those whose conscience is clear investing in it.
#TBT How to Budget for Emergencies: Trip to Hospital
on July 9, 2020
with No Comments
This is the financial shock of a trip to hospital. It is upsetting, expensive, and unexpected.
Six Reasons to Sell for a Loss
on July 7, 2020
with No Comments
Even though a holding has gone down, there can be several advantages to selling it anyway. Here are six reasons you may want to sell for a loss.
The Inconsistency of Compliance is Demonstrated by SEC ADV Part 1: Item 8G(1) Soft Dollar Benefits
on July 6, 2020
with No Comments
Identical firms answer questions like these differently making the resulting data meaningless and useless. If anyone wants to use this data, the SEC will need to standardize answers first. If no one wants to use this data, we should eliminate the burden of providing it.