January 16, 2017

Your Advisor's Sport Car Personality Is Hurting Your Returns

Your Advisor’s Sports Car Personality Is Hurting Your Returns

What does the car your advisor drives tell you about their investment and budgeting services?

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2017 Tax Tables

If you’re doing some tax planning this year, here is a quick guide to the brackets.

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Benjamin Graham on Individual Stock Analysis

Benjamin Graham on Individual Stock Analysis

“I am no longer an advocate of elaborate techniques of security analysis in order to find superior value opportunities.”

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Q&A: What’s My Roth Conversion Limit?

Q&A: What’s My Roth Conversion Limit?

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The legal answer to this question is: there is no limit. The practical answer is: it depends on a number of things.

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One Example Of What Is Wrong With Commission Based Investment Advice

There is a large difference between the motives and incentives of the sales person and those of the service person.

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When Partial-Year HSA Contribution Limits Don't Apply

When Partial-Year HSA Contribution Limits Don’t Apply

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Under the “last-month rule,” you can contribute the full amount even after a partial year assuming you meet the “testing period.”

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Using Factor Investing To Boost Country Specific Returns

The rough idea is that the stock price of companies that are profitable are more likely to appreciate than companies which are not profitable.

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Radio: Why Corporate Tax Rates Should Be Lowered

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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing corporate tax rates, and why they should be lowered.

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Investing Mistake: Confusing A Promising Company With A Good Investment

A good narrative describes what happened in the past. And even though past earnings may have something to do with current share prices, they don’t have anything to do with future share prices.

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There’s Still Time for Charitable Giving

Instead of giving cash, there are two ways you may be able to give so more of your money goes to charity instead of the IRS.

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