Articles

Continually curating a list of low cost funds is valuable for long term investors.

Without the burden of federal, state, and local taxes, you could leave your job at 2:27pm every day and earn the same salary.

We don’t normally recommend being on margin, but we recommend having the option in case it is needed.

David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show, discussing taxation and the burden of government.

Most people are unaware that giving a gift can be a taxable event because they themselves have not yet experienced the tax.

Recency bias is perhaps the most difficult natural bias to overcome.

Any legislation which can include FINRA’s commission-based advisors will dilute what it means to be a fiduciary.

It is the season of spring cleaning, so here’s a calendar of ways to clean up your finances one step at a time.

The IRS does not do a good job of helping people understand capital gains taxes. They provide a worksheet to help you calculate it, but it has so many steps that it’s nearly impossible to figure out what’s going on.

“It is always a difficult experience for investors to stay in markets.”

Wash sale rules need to be followed when realizing capital losses for taxes but can be burdensome to track and monitor.

Give your children experience spending their own money.

“Historically there has been a wide variety of returns from US and International stocks, and when one does poorly often another does well.”

Even the most brilliantly crafted investment plan has to be given time to work.

This is a summary of the six steps required to create a well-crafted investment plan.