Articles

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.

Kudos to you for noticing the value of Roth conversions! We have three ways we can help.

There is a science to portfolio construction. Selecting a random group of companies is just as bad as selecting a random group of funds.

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.

I was always met with the following error message: “We cannot create an account for the Social Security number you entered.”

We often get the question from plan participants, “What should I invest in?” Here are our recommendations in order.

Dimensional’s analysis found that top funds do not repeat.

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.

We continue to believe that diversification among many different countries provides a more consistent return than investing entirely in the United States.

“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?”

Rumors suggest that the network’s vetting is a five minute process where you are told the fees are about $1,000 a month.

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.

Thirty years of interest, dividends, and capital gains tax is a significant savings.

What ever happened to that check? Here’s how to find out if it a Schwab check you wrote has been cashed by the recipient.

The unpleasant reality is that socialism quickly turns to the use of force to bring about their vision of society.