Articles

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.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Late last year, the IRS proposed asking charities to collect sensitive donor identity information for any charitable gift of more than $250.

Adding a little bit of Chile to your portfolio can boost returns and reduce volatility.

Here are the limits for how much your employer can add to retirement accounts on your behalf.

These are just some examples of the creative beneficiary designations, but the important part is to dream big about what your wishes are.

We do not recommend using stop loss orders. Now, it appears that the New York Stock Exchange agrees.

How do you handle unexpected income that happens late in the year?

The backdoor Roth strategy involves contributing after-tax funds to a traditional IRA.

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.