Articles

Contrary to the normal way of things, this time what Uncle Sam gives with the IRS, he takes away with the SSA.

While volatility can make a fund more attractive on the way up, it can also make a fund less attractive on the way down.

The University of Virginia plan includes funds sufficient to produce these excellent portfolios.

Age appropriate asset allocation for 2016 using the choices available in the University of Virginia’s Fidelity 403(b) Tax Deferred Savings Plan (TDSP).

Age appropriate asset allocation for 2016 using the choices available in several of the University of Virginia’s Fidelity Retirement Plans.

The stock is more likely to go up than down, but how volatile are the markets really?

QCDs allow individuals age 70 1/2 or older to give directly to a charity from your IRA without counting the distribution as taxable income.

Giving appreciated stock not only allows you to support your favorite charity but also avoid paying capital gains tax on your gifted stock.

The story of Liberty Farm’s struggle to survive the regulatory attack by Fauquier County government.

Here is a review of Marotta’s 2015 Vanguard Gone-Fishing Portfolio and a description of our changes for 2016.

If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

A donor advised fund makes the process of charitable giving simple and easy.

1031 exchanges can include “boot,” which is an unofficial term for other property received in the exchange.

David and host Rob Schilling discuss what estate planning is, why you want to do it, and explain some of the jargon.

The gone-fishing portfolio provides suggested asset allocations for investors up to age 70 and up to $1 million.