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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.
Open a Roth IRA Today or Regret It Later
on January 2, 2018
with No Comments
Seriously, open and fund your Roth IRA now. You’ll regret it later if you don’t get started now.
2018 Retirement Plan and HSA Contribution Limits
on January 1, 2018
with No Comments
Here are the numbers for how much you can save in retirement accounts and Health Savings Accounts in 2018.
Spam Solicitation from Albemarle Insurance Agency
on December 29, 2017
with No Comments
Albemarle Insurance Agency’s hiring solicitation shows the difference between insurance salesmen and fee-only fiduciary advisors.
My Best Case for Socially Responsible Investing
on December 26, 2017
with No Comments
My best case for SRI is a personal story of lace, oil paintings, tobacco, and Ray Stedman.
Marotta on A Christmas Carol
on December 25, 2017
with No Comments
Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics.