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The S&P 500 had another good year, ending up 11.96%. The S&P 500, however, only represents half of the US Stock asset class, and Small- and Mid-Cap stocks performed even better.

Some people don’t stop at distributing just the required minimum. They think, “Well, while I’m at it, I may as well pull out a little bit more so we can fully cover the kitchen remodel…”

It is difficult in investing theory to determine which narratives have the appropriate underlying evidence to support them and which narratives are not worth following. Often it is necessary to be both a mathematician and a skeptic to filter out what is even worth considering.

What does the car your advisor drives tell you about their investment and budgeting services?

If you’re doing some tax planning this year, here is a quick guide to the brackets.

“I am no longer an advocate of elaborate techniques of security analysis in order to find superior value opportunities.”

The legal answer to this question is: there is no limit. The practical answer is: it depends on a number of things.

There is a large difference between the motives and incentives of the sales person and those of the service person.

Under the “last-month rule,” you can contribute the full amount even after a partial year assuming you meet the “testing period.”

The rough idea is that the stock price of companies that are profitable are more likely to appreciate than companies which are not profitable.

David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing corporate tax rates, and why they should be lowered.

A good narrative describes what happened in the past. And even though past earnings may have something to do with current share prices, they don’t have anything to do with future share prices.

Instead of giving cash, there are two ways you may be able to give so more of your money goes to charity instead of the IRS.

Factor investing “tweaks the idea of asset allocation and diversification by seeking out types of securities that have been shown, by decades of academic research, to offer positive return premiums over time.”

Every year the IRS releases new limits for how much you can contribute to Individual Retirement accounts and Health Savings accounts for the tax year.