September 28, 2016

hong kong skyline

Investing In Hong Kong Has Lowered Risk and Boosted Returns

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We allocate a portion of our managed portfolios to foreign stocks, and Hong Kong is the highest ranked country on the latest edition of the Index of Economic Freedom.

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at the beach

Roth IRAs Make Great Estate Planning Tools

Taking the smallest distribution each year will ensure the beneficiary achieves the maximum tax-free growth of tax-free income.

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tiger glare

How Does Compliance Differ Between Smaller Firms and Large Brokers?

It is relatively easy for an adviser who has a 400 lawyer compliance department to sit through some compliance continuing education and yet never understand what attitudes and behaviors need to be changed.

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graduation caps

Radio: Should the Government Use Force to Make College Education Free?

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David John Marotta was interviewed on radio’s Schilling Show discussing the relationship between the government and college education.

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trooper biking

Three Strategies to Avoid Private Mortgage Insurance

Avoiding PMI, if possible, is better for your long term finances. Here are three strategies to avoid PMI.

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Ostrich Race

Hedge Funds and Long/Short Strategies

Long/short strategies use the money from the stocks they have shorted to purchase extra stocks that they hope will go up.

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sparrow feeding

Are You Paying for Your Fund’s Advertising?

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If you own some mutual funds, chances are you are paying a hefty marketing price.

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DogTeam

Why the Ending Value on your Performance Report Differs from your Statement

Here’s what you need to know to understand why the numbers may not match.

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stacked eagles

Most People Take Social Security At The Worst Possible Age

While taking Social Security at age 70 is not optimal for everyone, age 62 is optimal for almost no one.

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stacked rocks

Don’t Forget to Rebalance All Your Assets

It can be easy to forget about your company’s 401(k) because you aren’t depositing the money yourself, your pre-tax contributions are deducted from your paycheck and are electronically deposited by your employer.

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