Articles

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.

No need to worry. You have many great options when managing an overfunded 529 college savings plan.

While many investors say they want a low-correlation portfolio, they don’t want to actually experience a low-correlation portfolio.

Here is a simple way to think about commercial property.

Knowing how much you can contribute to your retirement accounts is important.

While Santa Claus usually brings something positive for the markets, it isn’t enough to worry about jumping in and out of your investments.

“Nothing has provided greater risk control over the long term than equities, which are historically without principal risk over 30-year periods…”

Many people are first exposed to investing in grade school through a very simple game. Unfortunately, this game teaches all the wrong lessons.

David John Marotta was interviewed recently on radio 1070 WINA’s Schilling Show discussing financial Christmas gifts.

Some years, we fall behind and I try to make a year-end contribution to get us caught back up again.

That is a tremendous advantage for businesses in states with less regulatory burden.

For children with lower incomes, there is an opportunity to give them appreciated stock to shift the capital gains to a lower tax bracket.

Here’s a quick guide to the tax brackets and some other useful information for 2016.

Being prepared is always a good idea, but so is knowing the costs associated with being prepared.

“In 34 years as a financial advisor, he has seen many people flunk retirement, but investment performance has never been the cause.”