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.
Does An Inverted Yield Curve Mean I Should Get Out Of The Markets?
on July 16, 2019
with No Comments
It is easy for an inverted yield curve to spook investors.
How to Budget for Emergencies (The Series)
on July 15, 2019
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It is possible to be prepared for financial emergencies by living 10% more frugally and saving for the inevitable eventuality.
HealthSavings Administrators HSA Investment Recommendation
on July 12, 2019
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A low cost timeless portfolio for your HSA with HealthSavings Administrators.
#TBT Common Endowment Mistakes
on July 11, 2019
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When endowment funds fall victim to poor management, the results are as bad as they are far reaching. This 2016 article reviews the six most common pitfalls of endowments and how to avoid them.
Q&A: Do You Offer Roth Conversion Planning for Someone Who Is Not a Client?
on July 9, 2019
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Kudos to you for noticing the value of Roth conversions! We have three ways we can help.
Many Funds Close, Others Should
on July 8, 2019
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There is a science to portfolio construction. Selecting a random group of companies is just as bad as selecting a random group of funds.
#TBT Your Asset Allocation Should Be Priceless
on July 4, 2019
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Rebalancing from stocks into bonds reduces your returns on average since bonds have a lower average return. But, as this 2015 article reminds us, there are decades of very choppy markets where even rebalancing an allocation of stocks and bonds can boost returns.
How to Create a my Social Security Account When You Get an Error Message
on July 3, 2019
with No Comments
I was always met with the following error message: “We cannot create an account for the Social Security number you entered.”
Q&A: I Have a Marotta-Managed 401(k). What Should I Invest In?
on July 2, 2019
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We often get the question from plan participants, “What should I invest in?” Here are our recommendations in order.
Do Top-Ranked Funds Repeat?
on July 1, 2019
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Dimensional’s analysis found that top funds do not repeat.
What is the Correlation of the Asset Classes?
on June 28, 2019
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Asset classes are best defined by looking at the correlation of their returns. These four 2015 articles take a close examination at the three appreciation asset classes.
Helpful Chart Shows Why You Should Diversify Globally
on June 25, 2019
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We continue to believe that diversification among many different countries provides a more consistent return than investing entirely in the United States.
Q&A: How Does the SECURE Act Change QCDs?
on June 24, 2019
with No Comments
“I will be turning 70 1/2 and wanted to start making contributions to charity from an IRA and taking the QCD at that time. Would this bill require me to wait two more tax years, until I am 72, to do this?”
Avoid Dave Ramsey’s Referral Services
on June 21, 2019
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Rumors suggest that the network’s vetting is a five minute process where you are told the fees are about $1,000 a month.
#TBT Marotta’s 2019 Gone-Fishing Portfolios
on June 20, 2019
with No Comments
In case you missed it, here is the overview of our Marotta’s 2019 Gone-Fishing Portfolios. These are our recommended simple asset allocations for those just getting started with investing.