Government has never been known for customer service. But today it is known primarily for being against the very people it is supposed to serve.
You learn a lot by the discipline of reading old news.
Michael Kirsch, a practicing physician and newspaper columnist, laments that there are questions he can never answer satisfactorily for his patients. His questions are central to the public policy debate increasingly being decided by voters and politicians rather than physicians and economists.
I am the trustee for my mother’s living trust and I am trying to help her open an investment account at Vanguard. How do I go about opening a Trust account at Vanguard? Most regular brokerage accounts can be opened … Read More
No. I thought we’d decided not to give them a first look.
Beware of government regulation, especially when a portion of the industry thinks it’ll be good for business.
These are the wolves of Wall Street pretending to be the helpful sheep of investment advisors.
This is why we call ourselves comprehensive wealth managers.
Schwab Charitable Donor Advised Funds make the gifting process easier.
We are all embarrassingly honest with search engines.
Even half of what they collect in Social Security could provide a better private benefit.
The short answer is, “No.”
Those who stand by and do nothing are complicit in aiding the loss of freedoms for others.
Don’t let the noise of random returns ruin a brilliant investment strategy.
“Estimates range from $5,000 to $20,000; sharp opposition to Finra getting involved.”
The capital gains tax traps wealth in an investment vehicle requiring special techniques to free the capital without penalty.
Roth accounts have several advantages over traditional retirement accounts.
Now you may pay one of at least four different capital gains rates. The strategies to deal with capital gains differ for each level.
Low risk firms should be visited less frequently by the SEC.
Having sufficient assets in a taxable account can allow for tax planning.
Two different people can end up with very different amounts of tax owed, simply because of their marital status. You cannot argue this increased tax is their “fair share” simply because they are married.
Learn how a family of four can qualify for a full subsidy with an income of $140,000 a year.
ObamaCare Is the Worst Legislation in 75 Years.
Russia is less than 6% of most emerging market indexes.
To receive tax credits for your donation, first contact the charitable organization and determine if it has any remaining tax credits to allocate to your gift. If tax credits are still available, fill out the Contribution Notification Form and send it to the organization.
Unlike the markets, members of the Fed are able to make decisions that are in exactly the wrong direction if they don’t limit themselves with a rules-based system.
“Emotion can undo the best-laid financial plans.”
Because of inflation, today’s 20-year-olds will need over $7 million to have the same lifestyle when they retire.
With as little as $25 you can begin loaning money to developing world entrepreneurs.
At age 25, getting your 401(k) match funds 64.2% of your retirement.
Without taxes, you could leave your job every day at 2:34 p.m
We estimate that if you didn’t have to pay taxes, you could leave work every day at 2:34pm.
The U.S. dollar was first regulated by the Coinage Act of 1792 and prescribed as 371.25 grains of pure silver. The eagle, worth $10, was 247.5 grains of gold. One cent, worth a hundredth of a dollar, was 24 grains … Read More
Of all the investing risks we face, inflation is the risk most commonly overlooked and most certainly experienced.
There are five types of Schwab Margin Alerts: Margin Maintenance, Short Position, Trade Debit Due, Margin Debit Balance / Account hold Value Advantage, and Trade Settlement Violation
Members of the Federal Reserve openly admit it is not a federal agency.
There are at least four different capital gains tax rates. Here’s how to minimize yours.
Quantitative easing is a sneaky way to make everyone dealing in U.S. dollars pay off the U.S. debt.
Paid for by using your former purchasing power.
Ah, the joys of being a small business owner in 2013.
This technique can avoid paying any tax, a savings worth up to 36.1%.
Even as recently as 2007, banks were paying 4% interest. Now you have to go to the hundredth decimal before you find your interest rate.
In retirement planning, these are the deep risks we are concerned about.
Unlike stocks, each bond contract has unique characteristics that define how repayment will occur.
In its simplest form, the government prints money and uses the newly printed currency to fund government spending.
Government officials argue that consistent deficits are good for the economy, if we were only willing to go high enough.
Most young people don’t understand inflation as well as their parents and grandparents.
To comply, most firms must archive and report massive amounts of information. Here are five of the more interesting regulations.
David John Marotta was recently interviewed discussing the ideas in the article “Republicans: Defining the 3 Factions”.
You ought to know what it is that you are rebalancing.