Articles

This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds with the exception of Vanguard Energy ETF (VDE).

When you use a bond laddering strategy with funds, rebalancing to your asset allocation naturally buys and sells bond funds as appropriate.

David John Marotta was interviewed on radio’s The Schilling Show discussing Health Savings Accounts and the recent Healthcare bill passed by Congress.

Don Phillips suggests that the best advisors help their clients focus on what can be controlled and not fret about the rest.

You would think that rebalancing a client’s portfolio would be standard in the industry. Unfortunately, it is not.

The 27 lines, because they are so simplified, end up being difficult to follow what exactly they do. So, for those of you who are curious, here’s what they do.

Sadly, we have to say no. Even though we won’t be your executor, we are still here to help your executor, trustee, and loved ones through the estate maintenance and settlement process.

A dollar saved on taxes is worth more than an extra dollar of income because the extra dollar of income is in itself taxable.

Exact asset location depends on the percentage of a portfolio held in each of the three types of accounts as well as the percentage of the portfolio which is to be allocated to each selected sector. But the boost in after-tax returns is well worth the effort.

We do not believe that investing should be expensive.

Many executors, trustees, or even estate plans make careless mistakes which end up in Roth IRAs being distributed too quickly. Here’s a list of ways to prevent your estate plan from ruining your Roth.

An advisor’s job is to recommend the optimum asset allocation regardless of how the client might answer a survey about risk tolerance.

When you finish your tax preparation, it is time to begin tax planning.

Saving money is not enough. You need to save and invest.

There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. Here is a calculator for the three most common.