We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Can the Misery Index Predict a Second Drop?
on June 19, 2020
with No Comments
There are many possible futures which could produce any number of outcomes that would be normal market volatility.
How to Report a Backdoor Roth or Nondeductible Contribution on Your Tax Return
on June 18, 2020
with No Comments
Once you know how to file it, it is a simple and easy process.
A 25-Year Review of Freedom Investing
on June 16, 2020
with No Comments
These findings together demonstrate how Economic Freedom seems to have been a valid factor for higher expected returns than investing in the EAFE Index alone.
This Month, We Leveled Our Small Cap Value Allocation (June 2020)
on June 15, 2020
with No Comments
As we are still in the midst of COVID-19 quarantines, we will have to wait to see what continuing or lifting restrictions actually does to companies, their expected earnings, and their market pricing.
Should I Take Everything Out Because the Markets are Recovering?
on June 12, 2020
with No Comments
Dare to be dull. When you rebalance instead of following the crowd, you set yourself up for greater expected returns and are the definition of being a contrarian.
#TBT Can I Contribute to Both a SEP and a 401(k)?
on June 11, 2020
with No Comments
The IRS very clearly says, “Yes, you can set up a SEP for your self-employed business even if you participate in your employer’s retirement plan at a second job.”
False Prophets Claim to Have Accurately Predicted Each Crisis
on June 9, 2020
with No Comments
Already the COVID-19 predictions have started to come in. Do not be deceived by them. Do not be afraid of them.
How to Spend: Waste Nothing
on June 8, 2020
with No Comments
The presumption that there is always more fun to be had has a two-fold positive effect on my life.
How to Open an Account Using Schwab.com
on June 5, 2020
with No Comments
If you want to open a Scwhab account to be hand-traded by Marotta, then one option for opening that account is to use Schwab.com’s online account open.
Our Answers to Form CRS Conversation Starter Questions
on June 4, 2020
with No Comments
As part of the requirements, the SEC wrote passages which must be included verbatim in each relationship summary. Some of that required text are so-called conversation starter questions.
The Stock-Bond Shuffle of Asset Location
on June 2, 2020
with No Comments
Oddly, this technique might involve selling a bond position in the taxable account for a small capital gain, and buying that exact same position in an IRA in order to keep the portfolio in balance.
How To Spend: Purchase In Season
on June 1, 2020
with No Comments
When I was really young, I did not realize that food had a season. What a privilege of our modern era!
How to Transfer Your Economic Impact Payment Card Into Your Bank Account
on May 29, 2020
with No Comments
It took me one hour to complete from start to finish. Hopefully, now that I have bumbled my way through it on my own and documented the steps, it takes you less time.
Did Gold Do Better Than The Markets? (2020)
on May 29, 2020
with No Comments
Gold is extremely volatile and still doesn’t do much more than vaguely keep up with inflation. You can do better.
You Deserve More Than Investment Management and a Retirement Plan
on May 26, 2020
with No Comments
We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives for free on our blog, but we offer more services than that to our clients.