Articles

Return comes with an element of risk. There is no safe investment which also pays a good rate of return.

When you sell an investment that has appreciated, the IRS looks at your tax rate and taxes the gains accordingly.

Two rules of endowment investing: 1) Keep an equity bias and 2) diversify.

This Bear market is considered one of the greatest challenges to retirement planning.

Endowment spending rates can prove a catalyst for fulfilling or killing the life of the organization itself.

Many feel helpless to direct their own success, but nothing could be further from the truth.

Investment managers can bring clients greater savings by carefully considering how they bill different types of accounts.

Funeral expenses are often a family’s fourth largest expense.

Even if a committee has contracted with “prudent experts,” the Committee never delegates its fiduciary responsibility.

Which company should you choose when you’re opening a donor-advised fund?

The IRS does not require dependents whose gross income is only earned income to file a tax return if the amount is less than a certain amount.

Despite the fact that millions serve in a fiduciary role, many are wholly unaware of their legal responsibilities.

Many advisors and most investors don’t really understand the math on how to compute investment returns.

David John Marotta was interviewed on radio’s Schilling Show discussing real estate and its importance in your total net worth.

We know how federal rules require you to either have tax withheld or make estimated payments of tax that will be due, but it is easy to forget that states have their own revenue departments and their own rules.