Latest Articles

The No-Bear Bull Market of the 1990s
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Neither the dire pessimism at the start of the Bull Market of the 1990s nor the blind optimism at the end were warranted.

Your Estate Plan Might Disadvantage Your Heir’s Cost Basis
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Is what I’m accomplishing here worth sacrificing the step up in basis? If it is not, perhaps there is a better way to implement your estate wishes.

#TBT Getting The Most From Your 401(k) Or 403(b)
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The average worker will have a dozen employers and work at each job for less than four years. Your career is now your responsibility, and so is your retirement plan. Allow this 2010 article to be your lifetime Human Resources Department guide to being financially prepared.

What You Need to Know Before You Invest
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When I was a teen, my grandfather George Marotta passed down to me his copy of “What You Need to Know Before You Invest” by Rod Davis. I recommend this book as way to gain a baseline understanding.

The Dangers of Individual Stock Investing
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Portfolio construction is extremely important to achieving your long-term goals. Don’t risk those goals by assuming that individual stock-picking is a superior strategy.

Understanding The Estate Exemption
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To preserve the portability of a deceased spouse’s exemption, you must file an estate tax return after the death of the first spouse even if you otherwise did not have to do so. The due date of the estate tax return is nine months after the decedent’s date of death.

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