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.
The Complete Guide to Planned and Charitable Giving
on February 19, 2019
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Taking these few extra steps can maximize your gift’s benefit to both you and the recipient.
Is ‘Buy On The Dips’ A Good Investing Strategy?
on February 18, 2019
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“Buy on the dips” is a good strategy only because of the first word.
Roth Conversions and the Virginia Age Deduction Phase-Out
on February 15, 2019
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Federal AGIs between $75,000 and $99,000 of couples over age 65 begin to lose this age-based special treatment and lose the tax savings they had at lower income levels.
#TBT High Prices For Energy Are Good!
on February 14, 2019
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This 2001 post from George Marotta reminds us that “If prices are determined by the market place, there is never a ‘shortage’ of anything. There is an excess of demand because energy prices are too low.”
You Should Fund Your HSA for The Maximum
on February 12, 2019
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We recommend that you fund your Health Savings Account (HSA) to the maximum limit each year and that you keep funding it to the maximum as long as you can no matter how much money you have in the account.
A Closer Look at the 529 Expansion Reveals Uncertainty and Disappointment About Lower Education Expenses
on February 11, 2019
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A closer look at the U.S. Code reveals a bit of uncertainty but a lot of promise.
How to Fund Your Roth By Using Another Schwab Account
on February 8, 2019
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Here is a clear guide on how to transfer funds between your Schwab accounts.
An Overview of Marotta’s 2019 Gone-Fishing Portfolios
on February 5, 2019
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A gone fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year.
Marotta’s 2019 Gone-Fishing Portfolio Calculator
on February 4, 2019
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This gone fishing portfolio is our default portfolio which can be used at any custodian.
Marotta’s 2019 Vanguard Gone-Fishing Portfolio Calculator
on February 4, 2019
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We recommend this gone fishing portfolio for accounts hosted at Vanguard.
Marotta’s 2019 Schwab Gone-Fishing Portfolio
on February 1, 2019
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We recommend this gone fishing portfolio for accounts hosted at Charles Schwab.
Marotta’s 2019 Fidelity Gone-Fishing Portfolio Calculator
on February 1, 2019
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We recommend this gone fishing portfolio for accounts hosted at Fidelity.
Marotta’s 2019 eTrade Gone-Fishing Portfolio Calculator
on January 31, 2019
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We recommend this gone fishing portfolio for accounts hosted at eTrade.
Marotta’s 2019 TD Ameritrade Gone-Fishing Portfolio Calculator
on January 31, 2019
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We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.
If You Are Tempted to Stay Out of the Markets, Read This First
on January 29, 2019
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Gil Weinriech, Senior Editor for Seeking Alpha, wrote recently about investors whose personalities tempt them to stay on the sidelines of investing at times.