May 28, 2017

Mailbag: How Do I Replenish A Bond Laddering Strategy?

Mailbag: How Do I Replenish A Bond Laddering Strategy?

When you use a bond laddering strategy with funds, rebalancing to your asset allocation naturally buys and sells bond funds as appropriate.

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Radio Interview: Health Savings Accounts

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David John Marotta was interviewed on radio’s The Schilling Show discussing Health Savings Accounts and the recent Healthcare bill.

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Not All Financial Advising Firms Rebalance Client Portfolios

Not All Financial Advising Firms Rebalance Client Portfolios

You would think that rebalancing a client’s portfolio would be standard in the industry. Unfortunately, it is not.

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How Your Tax Is Calculated: Understanding the Qualified Dividends and Capital Gains Worksheet

How Your Tax Is Calculated: Understanding the Qualified Dividends and Capital Gains Worksheet

The 27 lines, because they are so simplified, end up being difficult to follow what exactly they do. So, for those of you who are curious, here’s what they do.

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Q&A: Can you be my executor?

Q&A: Can you be my executor?

Sadly, we have to say no. Even though we won’t be your executor, we are still here to help your executor, trustee, and loved ones through the estate maintenance and settlement process.

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Five Things You Can Control: Taxes

Five Things You Can Control: Taxes

A dollar saved on taxes is worth more than an extra dollar of income because the extra dollar of income is in itself taxable.

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Asset Location Can Significantly Boost After-Tax Returns

Asset Location Can Significantly Boost After-Tax Returns

Exact asset location depends on the percentage of a portfolio held in each of the three types of accounts as well as the percentage of the portfolio which is to be allocated to each selected sector. But the boost in after-tax returns is well worth the effort.

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Five Things You Can Control: Investment Costs

Five Things You Can Control: Investment Costs

We do not believe that investing should be expensive.

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6 Ways To Prevent Your Estate Plan From Ruining Your Roth IRA

6 Ways To Prevent Your Estate Plan From Ruining Your Roth IRA

Many executors, trustees, or even estate plans make careless mistakes which end up in Roth IRAs being distributed too quickly. Here’s a list of ways to prevent your estate plan from ruining your Roth.

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Five Things You Can Control: Goals-Based Asset Allocation

Five Things You Can Control: Goals-Based Asset Allocation

An advisor’s job is to recommend the optimum asset allocation regardless of how the client might answer a survey about risk tolerance.

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