Articles

There are three types of crowdfunding each defined by what people receive in exchange for the money they pay: Reward-based, Donation-based, and Equity-based.

Every decade of life brings new financial challenges. Try to avoid these common pitfalls.

Dr. Randall Bell develops strategies to overcome problems and maximize peak performance.

What if you do not need all the money from your RMD and you are also charitably inclined?

To illustrate this principle, I analyzed a week’s worth of “Morning and Midday Market Views” provided by the Schwab Center for Financial Research.

Is there morality that supersedes legally abiding by the tax code?

Energy’s low correlation with nearly every other major asset class means even very conservative investors should consider over-weighting Energy stocks.

If you give away more than 50% of this year’s income, you cannot deduct it this year, but you can carry it forward for up to 5 years.

No one would click on the headline, “Stocks went up today and we have no clue why.”

The IRS has a rule that if you are doing a rollover for a 401(k), you have 60 days to complete that process. But what if you experience a tragedy and can’t finish on time?

We allocate a portion of our managed portfolios to foreign stocks, and Hong Kong is the highest ranked country on the latest edition of the Index of Economic Freedom.

Taking the smallest distribution each year will ensure the beneficiary achieves the maximum tax-free growth of tax-free income.

It is relatively easy for an adviser who has a 400 lawyer compliance department to sit through some compliance continuing education and yet never understand what attitudes and behaviors need to be changed.

David John Marotta was interviewed on radio’s Schilling Show discussing the relationship between the government and college education.

Avoiding PMI, if possible, is better for your long-term finances. Here are three strategies to avoid PMI.