David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show discussing Nevada’s universal school choice.
Every time the S&P 500 hits new highs everyone wonders if these new highs will stick.
Virginia taxpayers can give generously and offset the cost of those gifts through tax credits and the avoidance of capital gains taxes.
How often did it pay to heed the star rating? Most of the time, with a few exceptions. Is there a better method to use?
Most tax professionals don’t think of such tax planning opportunities, because they have to focus on complying with tax accounting regulations.
You shouldn’t invest in what you don’t understand.
Sometimes, there isn’t enough to do it all. Even then, fund your Roth.
Contrarian indicators have paid off historically.
The average married couple has dreams of multiple children, annual vacations, and homeownership, but planning for these expenses can be challenging.
The connection between the price of oil and the price of oil companies is loose.
Despite the headlines, the global equity markets posted gains last quarter and for the year.
Planning for your financial future is largely a question of dealing with the constant tension between living for today and saving for some future event.
You might think that you can’t qualify, but many well-paid families are eligible.
Is it a crash or just a correction? On average, the drop from peak to trough takes 85 days and the markets have recovered after another 107 days.
For those who do not want to be investors, a fast-track repayment may be best. But for those willing to save and invest, there is a better option.
Is there something I need to do today or tomorrow?
The majority of advisors make the mistake of having significant or moderate use of actively managed funds.
Careful tax planning can avoid much of the capital gains tax.
Most investors don’t understand what that means.
After automating your entire investment plan, you can save and invest without even having to watch.
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 high turnover rate is not something you want in a stock fund.
What should you do before a market correction? What about after? The answer is the same.
Your investment strategy is critically important but the implementation requires wise fund selection.
David Marotta was interviewed on the radio discussing how to figure out know when to realize capital gains and how much to realize when you do.
Should we have a “Free Countries Asset Class” or a “Foreign Stock Asset Class?”
There is no such thing as “over diversification.”
As with many financial decisions, our gut feelings deceive us on this matter.
Good financial planners can be worth their weight in gold in helping clients build a tax-efficient portfolio.
The process of defining your sectors is an attempt to identify the quintessential features of your strategy and formalize your selection criteria.
The greater the number of holdings the lower the turnover rate with one surprising exception.
Resource stocks represent one of the most interesting collections of diverse indexes as they do not always move in sync with one another.
Beware the turnover rate. It’s much wiser to invest in funds managed by people you trust.
Stocks less frequently traded have better returns.
The higher the correlation the greater the justification to put them in the same asset class.
It is good to take the two categories which are most similar and use them as underlying sector divisions within the same larger asset class.
Should they be over weighted in your portfolio?
The value of not running out of money when making withdrawals cannot be measured.
David John Marotta and Megan Russell were interviewed on the radio discussing ways recent graduates can make themselves more attractive to employers in today’s tough job market.
Correlations over the past year have been very low, while correlations over the past 10 years have been higher.
Portfolio design and rebalancing is both a science and an art. Knowing that rebalancing boosts returns is useless unless you as the investor follow through.
The correlation between two investment is used in portfolio construction and rebalancing.
Rebalancing can both boost returns and lower volatility, but most investors do not understanding how.
David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show discussing success, and how to structure your life for greater chances of success.
Branding is so much more important than advertising.
The cost of commission-based advisors are so hidden that you may be paying more than you realize.
Every nonprofit needs to keep an up-to-date list of the types of assets that they will accept as donations.
Each quarter brings a different set of returns for each asset class and subcategory.
We are not normally fans of credit card offerings, but this one might be worth using as your primary card.
Ten principles of safeguarding your money applied to the latest investment scandal.