Articles

This June, the IRS came out with their final ruling on how charitable gifts to receive state tax credits will be handled. This is how the strategy works now.

This is the financial shock of a trip to hospital. It is upsetting, expensive, and unexpected.

The appeal to the Nordic countries from socialists is a false one. Iceland, Denmark, Sweden, Finland, and Norway are examples of market economies, not socialism.

We are very pleased to announce that Elizabeth Woodrum is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!

Generally speaking, Value stocks outperform Growth stocks. Investing based upon this finding is called “Value Investing.”

This is the financial shock of a major home repair. It is expensive and surprising.

“I may leave a list or other written statement expressing how I wish certain items of my tangible property to be distributed.” But how do I do that?

During 2019, the U.S. Stock Market generally rose during the four quarters from the lows set by the Almost Bear Market of 2018.

Here is a simple list of the retirement account types and their differences.

This is the financial shock of a major car repair. It is the most common financial shock with 30% of households reporting such an event within the last 12 months.

Our intention in including this particular slide is to show the range of quarterly returns. Here is some wisdom on how to use this slide when comparing your own returns for the quarter.

When crafting your own buy list, this 2007 article reminds us that rather than just finding one index fund to fulfill your asset class, you should consider blending multiple sector level index funds to decrease volatility or increase return.

It is easy for an inverted yield curve to spook investors.

It is possible to be prepared for financial emergencies by living 10% more frugally and saving for the inevitable eventuality.

A low cost timeless portfolio for your HSA with HealthSavings Administrators.