February 27, 2017

Marotta’s 2017 Gone-Fishing Portfolios

Marotta’s 2017 Gone-Fishing Portfolios

and

A gone fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year. Here are three hand-crafted gone-fishing portfolios for 2017.

Read More...
Marotta's 2017 Gone-Fishing Portfolio Calculator

Marotta’s 2017 Gone-Fishing Portfolio Calculator

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This year I limited myself to 13 investment vehicles with two changes from 2016′s calculator.

Read More...
Marotta's 2017 Vanguard Mutual Fund Gone-Fishing Portfolio Calculator

Marotta’s 2017 Vanguard Gone-Fishing Portfolio Calculator

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Vanguard mutual funds.

Read More...
Marotta's 2017 Schwab No-Transaction Fee Gone-Fishing Portfolio Calculator

Marotta’s 2017 Schwab Gone-Fishing Portfolio Calculator

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Schwab no-transaction fee exchange traded funds.

Read More...
US Large-Cap Exchange-Traded Fund Choices

US Large-Cap Exchange-Traded Fund Choices

In anticipation of adjusting our yearly gone-fishing portfolios, I reviewed the performance of five US large-cap Exchange-Traded Funds (ETFs).

Read More...
RMD Mistake: Failing to Take Your RMD

RMD Mistake: Failing to Take Your RMD

The key to getting the waiver though is showing that “you are taking reasonable steps to remedy the shortfall.”

Read More...
Bond Investing In 2016

Bond Investing In 2016

Bonds had positive returns for the year despite returns peaking at the end of July and falling for the rest of the year.

Read More...
RMD Mistake: Depositing to Your Checking Account

RMD Mistake: Depositing to Your Checking Account

Although legally fine, this strategy often causes you to accidentally increase your spending every year and decrease your savings. Don’t let the IRS rules about IRA withdrawals tempt you into spending money you had planned to save.

Read More...
Resource Stock Investing in 2016

Resource Stock Investing in 2016

In 2016, Energy and Materials had some of the best returns of the year.

Read More...
To What Benchmark Should I Compare My 2016 Returns?

To What Benchmark Should I Compare My 2016 Returns?

Investors always want to compare the return of their portfolio against some benchmark index. We suggest not using the S&P 500 for that purpose.

Read More...