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.
What Are The Odds That The Stock Market Will Go Up This Year?
on February 16, 2016
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The stock is more likely to go up than down, but how volatile are the markets really?
Qualified Charitable Distributions (QCDs) from IRAs
on February 14, 2016
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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.
Why You Should Give Appreciated Stock Instead of Cash
on February 10, 2016
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Giving appreciated stock not only allows you to support your favorite charity but also avoid paying capital gains tax on your gifted stock.
Documentary: Farming in Fear
on February 9, 2016
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The story of Liberty Farm’s struggle to survive the regulatory attack by Fauquier County government.
Marotta’s 2016 Vanguard Gone-Fishing Portfolio
on February 7, 2016
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Here is a review of Marotta’s 2015 Vanguard Gone-Fishing Portfolio and a description of our changes for 2016.
Marotta’s 2016 Vanguard Gone-Fishing Portfolio Calculator
on February 6, 2016
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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 Complete Guide To Donor Advised Funds
on February 5, 2016
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A donor advised fund makes the process of charitable giving simple and easy.
What Counts as “Boot” in a 1031 Exchange?
on February 3, 2016
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1031 exchanges can include “boot,” which is an unofficial term for other property received in the exchange.
Radio Interview: Wills, Estates, and Beneficiaries
on February 2, 2016
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David and host Rob Schilling discuss what estate planning is, why you want to do it, and explain some of the jargon.
Marotta’s 2016 Gone-Fishing Portfolio
on January 31, 2016
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The gone-fishing portfolio provides suggested asset allocations for investors up to age 70 and up to $1 million.
Marotta’s 2016 Gone-Fishing Portfolio Calculator
on January 30, 2016
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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
on January 19, 2016
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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?
on January 17, 2016
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Adding a little bit of Chile to your portfolio can boost returns and reduce volatility.
2016 Employer-Sponsored Retirement Account Limits
on January 15, 2016
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Here are the limits for how much your employer can add to retirement accounts on your behalf.
Six Creative Beneficiary Designation Ideas
on January 13, 2016
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These are just some examples of the creative beneficiary designations, but the important part is to dream big about what your wishes are.