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Marotta’s 2016 Gone-Fishing Portfolio Calculator
A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.
IRS Wants Charities To Collect And Report Sensitive Donor Identity Information
Late last year, the IRS proposed asking charities to collect sensitive donor identity information for any charitable gift of more than $250.
Why Invest In Chile?
Adding a little bit of Chile to your portfolio can boost returns and reduce volatility.
2016 Employer-Sponsored Retirement Account Limits
Here are the limits for how much your employer can add to retirement accounts on your behalf.
Six Creative Beneficiary Designation Ideas
These are just some examples of the creative beneficiary designations, but the important part is to dream big about what your wishes are.
Mailbag: Stop Before Using Stop Orders
We do not recommend using stop loss orders. Now, it appears that the New York Stock Exchange agrees.
Mailbag: Unexpected Income and Estimated Taxes
How do you handle unexpected income that happens late in the year?
After-Tax IRA Contributions Must Be Reported On IRS Form 8606
The backdoor Roth strategy involves contributing after-tax funds to a traditional IRA.
A Fund Selection Case Study
We’ve written about how to select securities but in this article we are going to apply those principles to the process of selecting a specific fund for a specific sector of the economy.
Radio: Financial Planning for Buying a Home
David John Marotta was interviewed on WINA’s “Real Estate Matters” show with Michael Guthrie, talking about how it is still a good time to buy a house.
Overfunded College 529 plan? No Problem!
No need to worry. You have many great options when managing an overfunded 529 college savings plan.
Investors Want Non-Correlated Assets Until They Experience Non-Correlation
While many investors say they want a low-correlation portfolio, they don’t want to actually experience a low-correlation portfolio.
Should I Buy Commercial Real Estate?
Here is a simple way to think about commercial property.
2016 Retirement Plan Limits
Knowing how much you can contribute to your retirement accounts is important.
Is There A Christmas Rally In the Markets?
While Santa Claus usually brings something positive for the markets, it isn’t enough to worry about jumping in and out of your investments.