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Marotta Retirement Plans Add Managed Unitized Trust Options
on January 29, 2018
with No Comments
Being able to lower total fees while investing part of the portfolio in slightly higher cost country specific exchange traded funds and being able to use exchange traded funds with strategic factors and add a monthly dynamic tilt is a significant accomplishment.
Don’t Buy Bonds Out of Fear
on January 26, 2018
with No Comments
There are reasons to have the stability of fixed income investments for a portion of your portfolio, but switching to bonds because you are afraid of stocks is not one of them.
A Closer Look at the Past Performance Disclaimer
on January 23, 2018
with No Comments
We have all seen mutual fund ads stating this Securities and Exchange Commission (SEC) disclaimer, “Past performance is no guarantee of future results.” Let’s take a closer look at it.
IRS Ruling: Recharacterizations of 2017 Conversions
on January 22, 2018
with No Comments
On January 18, 2018, the IRS updated their Frequently Asked Questions page to come into line with the new Tax Cuts and Jobs Act.
How To Find A NAPFA-Registered Advisor In Your Area
on January 22, 2018
with No Comments
If you want to find a NAPFA-Registered Financial Advisor in your area, here is a simple form you can use to search.
Radio: Understanding the Tax Cuts and Jobs Act
on January 19, 2018
with No Comments
On December 12, 2017, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss the Tax Cuts and Jobs Act.
Seven Techniques for Small Business Wealth Management
on January 16, 2018
with No Comments
Here are seven techniques for small business owners to build real wealth.
Investing Advice from Michael W. Sonnenfeldt for Entrepreneurs
on January 15, 2018
with No Comments
The same grit that drives entrepreneurs to success can drive their investments to failure.
2007 In Review
on January 14, 2018
with No Comments
See how much market return you lost to poor fund choices and how much you lost to high expense ratios.
Radio: Ten Attractive Investment Categories for 2018
on January 13, 2018
with No Comments
On January 9, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss ten investment categories that look more attractive than the S&P 500 at the start of 2018.
Is a Home Storage Gold IRA Legal?
on January 12, 2018
with No Comments
My understanding is that being the custodian of your own IRA assets is illegal. Also, we believe that investing your IRA in gold is not a good idea even if you have a third party custodian.
#TBT You’re Fired! Now Get to Work!
on January 11, 2018
with No Comments
Back in 2004, we watched Donald Trump as a reality TV show star. This throwback article is an inspiring reminder that “You’re fired!” can be an opportunity to work for yourself.
How Do I Take an RMD from an Illiquid Asset?
on January 9, 2018
with No Comments
The tax penalty for failing to take an RMD is steep at 50% of the amount you fail to take, so it is essential that you make the effort to take your RMD, even when having illiquid investments creates extra hassle.
RMD Mistake: Aggregating the Wrong Accounts
on January 8, 2018
with No Comments
Can you aggregate RMDs? Yes, for some account types. Should you aggregate your RMDs? Not unless you have a really good reason to.
How to Analyze an Individual Stock
on January 5, 2018
with No Comments
Let’s use some of the publicly available information about HubSpot, Inc. (HUBS) to see what factors the stock shares.