April 30, 2016

stamp pile

Inflation Illustrated

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We tracked the price of a first class stamp over the last 130 years, noting the changes, to show the steady erosion in buying power during that time.

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Fund Analyzer Shows Value Of Lower Fees

Fund Analyzer Shows Value Of Lower Fees

Continually curating a list of low cost funds is valuable for long term investors.

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Government Requires 2.5 Hours of Daily Work

Government Requires 2.5 Hours of Daily Work

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Without the burden of federal, state, and local taxes, you could leave your job at 2:27pm every day and earn the same salary.

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What is Margin?

What is Margin?

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We don’t normally recommend being on margin, but we recommend having the option in case it is needed.

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Radio Interview: The Burden of Government Taxation

Radio Interview: The Burden of Government Taxation

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David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show, discussing taxation and the burden of government.

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Gifts, Taxes, and IRS Form 709

Gifts, Taxes, and IRS Form 709

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Most people are unaware that giving a gift can be a taxable event because they themselves have not yet experienced the tax.

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Investing Strategies for an Irrational Brain

Investing Strategies for an Irrational Brain

Recency bias is perhaps the most difficult natural bias to overcome.

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Department of Labor's New Fiduciary Ruling

Department of Labor’s New Fiduciary Ruling

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Any legislation which can include FINRA’s commission-based advisors will dilute what it means to be a fiduciary.

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Perpetual Calendar

A Year of Financially Healthy Habits

It is the season of spring cleaning, so here’s a calendar of ways to clean up your finances one step at a time.

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Mailbag: How Is Capital Gains Tax Calculated?

Mailbag: How Is Capital Gains Tax Calculated?

The IRS does not do a good job of helping people understand capital gains taxes. They provide a worksheet to help you calculate it, but it has so many steps that it’s nearly impossible to figure out what’s going on.

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