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.
Best Practice for Qualified Charitable Distribution Checks
on March 19, 2018
with No Comments
If you choose to make a QCD, we suggest saving as much documentation as possible.
New CFP Board Ethics Standards Suggest “Fee Based” Is Misleading
on March 16, 2018
with No Comments
It will be a welcome change when the CFP Board can force CFP® mark holders to remove misleading content from their websites.
Q&A: Should Dividends Be Reinvested?
on March 13, 2018
with No Comments
A question from our readers, “Should I choose to have dividends reinvested or should I receive them in cash and then reinvest them myself?”
Part 5: The Markets Fail to Remove Risk
on March 12, 2018
with No Comments
Fraud is the enemy of the free markets. It is theft through deception.
You Can Still Do A Backdoor Roth After the Tax Cuts and Jobs Act
on March 9, 2018
with No Comments
Under the Tax Cuts and Jobs Act, you are still allowed to make nondeductible contributions and still allowed to convert IRA assets to Roth IRA.
The IRS Power To Revoke Passports Now In Effect
on March 8, 2018
with No Comments
It is lazy of the IRS to put the burden of proving innocence on the taxpayer while punishing them as though they are guilty.
How China is Ending U.S. Recycling As We Know It
on March 6, 2018
with No Comments
Turns out, Charlottesville is not the only area to have their recycling services change this year. In fact, the world’s recycling is affected.
Part 4: The Markets Fail the Utopian Vision
on March 5, 2018
with No Comments
The markets may fail the Utopian Vision, but only because our Tragic world fails the Utopian Vision.
How to Comply With the SEC’s Strange New Custody Rule
on March 3, 2018
with No Comments
Compliance is never simple. Thousands of hours have been spent because the SEC refused to clarify what they expect.
Bringing Value with Client Billing
on March 2, 2018
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One obscure way we earn our fee is in how we bill you.
2018 Tax Facts
on March 1, 2018
with No Comments
Here are the numbers to use as you’re doing tax planning this year.
Is Portfolio Rebalancing Overrated?
on February 27, 2018
with No Comments
An article in the Wall Street Journal questions the value of regular rebalancing, but regular rebalancing is a key component of modern portfolio theory.
Part 3: The Markets Fail People Who Price Their Goods Too Low
on February 26, 2018
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Pricing is not about being nice. It is about being fair. Fair to you as the seller and to the value you ascribe to the good or service.
Gone Fishing Portfolios: What Should I Invest In First?
on February 23, 2018
with No Comments
Our primary gone-fishing portfolio includes investments which may have a trading fee in order to invest at the custodian. How much of an investment is worth paying a trading fee?
Radio: The Value of Ignoring Your Gone-Fishing Portfolio
on February 22, 2018
with No Comments
On February 13, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss recent market volatility, what you should do in response to the volatility, what Freedom Investing is, and what the Marotta’s Gone-Fishing Portfolios are.