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This 2002 post reminds us, “If you rely on a commission-based financial product salesperson, you will probably be sold the wrong kind of funds.” It was also the first article of ours to be featured in the “Charlottesville Business Journal.”

Recommending clean shares does not free the industry from conflicts of interest.

You can take the RMD out as early as January 1st or as late as December 31st, but when should you?

Here is the list of broker-dealers who said the CFP should not expect those with the CFP® mark to not mislead consumer.

SEC-mandated titling will not be enough to save unsuspecting consumers from non-fiduciary financial professionals.

On March 13, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss finding a life you love. Also in this show: what David Marotta thinks about his own life calling and a discussion of healthcare and insurance in retirement.

If you choose to make a QCD, we suggest saving as much documentation as possible.

It will be a welcome change when the CFP Board can force CFP® mark holders to remove misleading content from their websites.

A question from our readers, “Should I choose to have dividends reinvested or should I receive them in cash and then reinvest them myself?”

Fraud is the enemy of the free markets. It is theft through deception.

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.

It is lazy of the IRS to put the burden of proving innocence on the taxpayer while punishing them as though they are guilty.

Turns out, Charlottesville is not the only area to have their recycling services change this year. In fact, the world’s recycling is affected.

The markets may fail the Utopian Vision, but only because our Tragic world fails the Utopian Vision.

Compliance is never simple. Thousands of hours have been spent because the SEC refused to clarify what they expect.