July 25, 2016

Best Practices for Trusts, Foundations, and Endowments

Best Practices for Trusts, Foundations, and Endowments

Even if a committee has contracted with “prudent experts,” the Committee never delegates its fiduciary responsibility.

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givingflower

Comparing Donor-Advised Funds

Which company should you choose when you’re opening a donor-advised fund?

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Do Children Need To File A Tax Return To Fund Their Roth IRA?

Do Children Need To File A Tax Return To Fund Their Roth IRA?

The IRS does not require dependents whose gross income is only earned income to file a tax return if the amount is less than a certain amount.

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Fulfilling Your Fiduciary Duty as a Trustee or Board Member

Fulfilling Your Fiduciary Duty as a Trustee or Board Member

Despite the fact that millions serve in a fiduciary role, many are wholly unaware of their legal responsibilities.

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Deceptive Posts About The Difficulty Of Recouping Losses

Recouping Losses Is Not As Hard As You Think

Many advisors and most investors don’t really understand the math on how to compute investment returns.

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rainbow row

Radio: The Importance of Real Estate

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David John Marotta was interviewed on radio’s Schilling Show discussing real estate and its importance in your total net worth.

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Understanding Virginia's Tax Withholding Rules

Understanding Virginia’s Tax Withholding Rules

We know how federal rules require you to either have tax withheld or make estimated payments of tax that will be due, but it is easy to forget that states have their own revenue departments and their own rules.

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Financial Behavior Modification Is A Difficult Process

Changing Your Financial Behavior Is Difficult

Our minds are wired to quickly generalize on perceived trends and react to them.

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Double Bottom Bear: The Bear Market of 1970

Double Bottom Bear: The Bear Market of 1970

Bear Markets are unpredictable, but there is no reason that they should be a cause of distress.

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Seaside Golf

How Much Can I Withdraw in Retirement?

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We have calculated safe withdrawal rates for ages 0 to 100 based on age-appropriate asset allocation mixes.

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