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Our Articles

A Guide to Your In-Plan Roth Conversion at RiversEdge
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The form is amazingly straightforward. Once the paperwork has been processed though, it can be difficult to find out how much was converted.

#TBT Are Democrats Or Republicans Better For The Stock Market?
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This 2017 article reminds us, “Stock market returns have little to do with which party holds the White House.”

A Market of Stocks Rather Than A Stock Market
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Individual sectors of the economy have reacted very differently to the pandemic.

How to Inherit a Roth IRA Outright From a Trust at Schwab
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Beneficiary designations directly to your heirs are a cleaner estate planning solution.

The Most Tax-Efficient Method of Leaving Assets to Charity in Your Estate
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If you have a charity among your heirs, there is the possibility for tax savings.

#TBT Vote Early Instead of Voting Absentee (Virginia)
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Voting early is as easy as voting in-person. You can vote whenever is convenient for you including right now and until October 30.

Using Complex Beneficiary Designations to Give Your Heirs Flexibility
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Not every custodian is willing to accept the complexity, but I am grateful that Schwab is.

How To Spend: Keep a Price Book
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Who can remember every purchase you made? But remembering is how to keep your purchases reasonable.

Avoid UBS Group As Your Financial Advisor
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Consumers often presume that an advisor associated with a large commission-based brokerage firm will have a team of managers supervising their advisor. This is a misconception.

#TBT Where is Your Priority: Tax Preparation or Tax Planning?
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Tax planning is very different than tax return preparation. The goal of tax preparation is to minimize your tax owed this year. The goal of tax planning is to maximize your after-tax net worth by minimizing your taxes owed over your lifetime.

How to Use An Efficient Frontier Graph
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While an efficient frontier graph cannot hand you a perfect asset allocation, it remains a useful tool in analyzing what the past can tell us about a wide variety of investments.

Marotta Family Saying: Hit by the Bus
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We pride ourselves on regularly and seamlessly offering our services regardless of who is working and who is taking time off.

Schwab Mobile App: A Review of More Features
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Whether you have held Schwab accounts for many years or are in the process of opening an account with Schwab for the first time, you may enjoy the smartphone app and the many convenient features it offers.

#TBT Marital Harmony with a Few His and Her Budgets
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Each spouse has different spending habits and values different things in life. It’s okay for your budget to reflect that.

How to Avoid Being Swindled By Elder Fraud
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As fiduciaries, we are on your side to ensure that your goals are met. Protecting you from elder fraud is just one of the many services we can offer as a part of comprehensive financial planning.

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