Articles

There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.

Astrid Leong is simultaneously one of the wealthiest characters and, even though she has a massively large standard of living, one of the thriftiest.

“We have simply not been able to serve those who really need us the most.”

To make the strategy of jumping in and out of the markets successful would require a precision only achieved by luck.

For all of these reasons, our recommended investment strategy does not focus on dividend-paying stocks.

There is a tangled web of rules and options. For any given family situation and set of desires, there is a best answer when it comes to meeting your wishes, minimizing the tax owed, and optimizing your estate plan.

Brokers tell investors they’re trusted advisors, and then tell the courts they’re just sales people.

“My greatest regret is not being able to convince as many investors as possible of the difference between real risk and phantom risk.”

Student loan forgiveness is normally taxable and reported to the IRS on a 1099-C, but there are big exceptions.

Punishing people for inflation is neither fair nor good economic policy.

“When you buy stock, you don’t tell the company how to spend your money,” says Ken Stern. Sadly, Ken Stern doesn’t understand how stock ownership works.

Much can be learned from your earliest money memories. Here are some of mine.

My husband chopped his leg with a hatchet in 2018 when we didn’t have health insurance.

On Tuesday, November 13, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss several tax saving ideas you can do before the year ends.

The dark side argues that without commission-based sales people, low and middle income consumers will not have access to a financial advisor. They are wrong.