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Account Balance vs. Time-Weighted Return
on July 3, 2020
with No Comments
In market downturns, often the newest investor reports recovering the fastest due to a simple reporting error.
#TBT Give Generously During Hard Times
on July 2, 2020
with No Comments
This 2008 article has wisdom for our current downturn, “As a response to the recent market correction, you can enrich your life in three healthy ways: Cut back your spending, increase your savings, and give more generously to charities of your choice.”
Seven States Sue The SEC To Vacate Regulation ‘Best Interest’
on June 30, 2020
with No Comments
At stake is if the SEC is allowed to redefine what the phrase “best interest” means to make it mean something less than your actual real-world best interests.
Hong Kong Still Has a Place in Freedom Investing
on June 29, 2020
with No Comments
Hong Kong has always been an anomaly: a tiny, extremely free country with an expiration date in 2047.
Radio: The Markets in June 2020
on June 26, 2020
with No Comments
On Tuesday, June 9, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about the markets.
The Best Way to Fund a Charles Schwab Account
on June 26, 2020
with No Comments
After you have opened your account, there are many methods of contributing to or funding your Charles Schwab account. The best and easiest four methodologies are as follows.
Before August 31: Another Chance to Redistribute Your 2020 RMD
on June 25, 2020
with No Comments
This latest notice now gives both seniors and heirs who have not yet been able to put their formerly RMD funds back into their IRAs the chance of redistributing those funds to the IRA that distributed them.
Radio: A Discussion on Welfare Hypocrisy
on June 25, 2020
with No Comments
On Tuesday, May 12, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to refute the hypocrisy of taking a tax credit while opposing the legislation.
Should I Change My Strategy During the Presidential Election Cycle?
on June 23, 2020
with No Comments
Should investors get out of the markets during an election year?
More Freedom Investing Added to Marotta’s Schwab IIP Asset Allocation (June 2020)
on June 22, 2020
with No Comments
As a result of new fund additions, we added five new country-specific funds to our Schwab Institutional Intelligent Portfolio asset allocations.
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.