Articles

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.

Long/short strategies use the money from the stocks they have shorted to purchase extra stocks that they hope will go up.

If you own some mutual funds, chances are you are paying a hefty marketing price.

Here’s what you need to know to understand why the numbers may not match.

While taking Social Security at age 70 is not optimal for everyone, age 62 is optimal for almost no one.

It can be easy to forget about your company’s 401(k) because you aren’t depositing the money yourself, your pre-tax contributions are deducted from your paycheck and are electronically deposited by your employer.