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Our Articles

Dimensional On: Why Should We Invest Internationally?
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“Historically there has been a wide variety of returns from US and International stocks, and when one does poorly often another does well.”

How Long Should I Give An Investment Plan?
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Even the most brilliantly crafted investment plan has to be given time to work.

The Complete Guide to Creating an Investment Plan
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This is a summary of the six steps required to create a well-crafted investment plan.

Can I Contribute to my Roth IRA?
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There are some cases that are not as straightforward and if you fall into these categories, you might not know whether or not you are allowed to contribute to a Roth IRA.

Fund Your 401(k) If You Believe In Free Markets
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I recently read a foolish article entitled “Call for a National Savings Plan” that assumed we haven’t tried a national savings plan already.

Streamline Your Finances with Schwab Checking
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This Schwab checking account provides six impressive services not true for most local banks.

Reasons to Keep a Local Bank Account
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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?
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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
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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
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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
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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
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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?
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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
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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
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Retirement planning should begin the moment you receive your first paycheck.

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