February 20, 2017

RMD Mistake: Failing to Take Your RMD

RMD Mistake: Failing to Take Your RMD

The key to getting the waiver though is showing that “you are taking reasonable steps to remedy the shortfall.”

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Bond Investing In 2016

Bond Investing In 2016

Bonds had positive returns for the year despite returns peaking at the end of July and falling for the rest of the year.

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RMD Mistake: Depositing to Your Checking Account

RMD Mistake: Depositing to Your Checking Account

Although legally fine, this strategy often causes you to accidentally increase your spending every year and decrease your savings. Don’t let the IRS rules about IRA withdrawals tempt you into spending money you had planned to save.

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Resource Stock Investing in 2016

Resource Stock Investing in 2016

In 2016, Energy and Materials had some of the best returns of the year.

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To What Benchmark Should I Compare My 2016 Returns?

To What Benchmark Should I Compare My 2016 Returns?

Investors always want to compare the return of their portfolio against some benchmark index. We suggest not using the S&P 500 for that purpose.

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Radio: The Politics of Kindness

Radio: The Politics of Kindness

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David John Marotta was interviewed recently on the Schilling Show discussing the politics of kindness and the difference between intentions and outcomes.

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2016 In Review

2016 In Review

2016 was a good year for stocks in general with a number of noteworthy details. Resource stocks performed the best despite being the worst-performing asset class in 2015.

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Freedom Investing and Emerging Markets in 2016

Freedom Investing and Emerging Markets in 2016

In 2016, the average return of the best investment products of the Freedom Six outperformed the Vanguard FTSE Developed Markets ETF by 6.75%.

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US Stock Investing in 2016

US Stock Investing in 2016

The S&P 500 had another good year, ending up 11.96%. The S&P 500, however, only represents half of the US Stock asset class, and Small- and Mid-Cap stocks performed even better.

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RMD Mistake: Taking Out Too Much Just Because

RMD Mistake: Taking Out Too Much Just Because

Some people don’t stop at distributing just the required minimum. They think, “Well, while I’m at it, I may as well pull out a little bit more so we can fully cover the kitchen remodel…”

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