We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Reasons to Keep a Local Bank Account
on March 26, 2016
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Investment brokers like Schwab offer many services local banks offer but there are a few reasons why you might want to resist consolidating all of your accounts to a broker.
Can’t All Advisors Make Trades On My Behalf?
on March 23, 2016
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Only give someone who is required to honor your best interest the ability to trade in your account without talking to you.
Ted Cruz’s Tax Plan
on March 22, 2016
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More than many other candidates, Ted Cruz’s tax plan aims to fundamentally change our tax system.
Why We Do Not Use Active Management
on March 20, 2016
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Index investing seeks to track the return of a portion of the market. The opposite is active management.
Radio: Three Investing Mistakes
on March 18, 2016
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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing three big investing mistakes.
How to Send Schwab Notifications to Two Emails
on March 16, 2016
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A little extra work can ensure that both spouses receive important email notifications from their custodian.
Mailbag: Why Doesn’t Everyone Want High-Yield Bonds?
on March 15, 2016
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We don’t recommend high yield bonds because they do nothing good for your overall portfolio.
Millionaire Lifestyle: Drink Sodas at Home, Not Out
on March 9, 2016
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Changing where you drink soda is a small step, but enough small steps can make a huge difference in your savings.
Start Early on Retirement Planning
on March 8, 2016
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Retirement planning should begin the moment you receive your first paycheck.
Nine Unfortunate Facts of Health Savings Accounts
on March 6, 2016
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An HSA is one of many accounts used in comprehensive wealth management for tax optimization and planning.
Radio: Market Returns for 2015
on March 4, 2016
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David John Marotta was interviewed on the Schilling Show discussing how the markets performed last year and lists 4 mistakes to avoid.
Four Things You Can Do with Your Roth Before April 15
on March 2, 2016
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If you have not yet funded your Roth account for 2015, it is not too late!
Why Gold Has Utterly Failed as a “Safe Haven”
on March 1, 2016
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Gold sounds like it should provide a safe haven of your purchasing power much more than it has actually done so.
How Roth Conversions Are Reported to the IRS
on February 28, 2016
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The Internal Revenue Service (IRS) is notorious for misunderstanding the recharacterizations of Roth conversions.
Investing Mistake: Forgetting About Inflation
on February 27, 2016
with No Comments
Taking inflation into account changes nearly everything about financial planning.