David John Marotta

President, CFP®, AIF®, AAMS®

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One Day In The Life Of A Small Business Owner
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This letter came with a large bold “YOUR RESPONSE IS REQUIRED BY LAW” notice along with a 5 week deadline for compliance.

Radio: Why Regulation Does More Harm than Good
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It is commonplace for special interest groups to use lobbyists to gain control of their own industry’s regulation. This failure where interests group seizes control of a governmental power is called “regulatory capture.”

What Is A “Point In Time” Fiduciary?
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You should not trust a point in time fiduciary for even a single heart beat.

Megan Russell

Chief Operating Officer

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Requirements for 529 Accounts (Qualified Tuition Programs)
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According to Internal Revenue Code, in order for an account to be a 529 account, the custodian must meet six requirements.

Radio: Why Regulation Does More Harm than Good
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It is commonplace for special interest groups to use lobbyists to gain control of their own industry’s regulation. This failure where interests group seizes control of a governmental power is called “regulatory capture.”

Should I Invest in Bitcoin?
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It might continue to boom. It might continue to bust.

Austin Fey

Wealth Manager

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#TBT Which is Better: Bad Market Timing or Not Investing?
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This 2014 post reminds us that perhaps we should be more afraid of cash and inflation than stocks and investing.

First Quarter 2018 Returns for Our 6 Asset Classes
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Although volatility is often unwelcome by investors, it can provide profitable returns.

2017 Returns for Our 6 Asset Classes
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2017 was such a good year for the stock markets that it set a record.

Courtney Fraser

Wealth Manager
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How Do I Take an RMD From an Illiquid Asset?
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The tax penalty for failing to take an RMD is steep at 50% of the amount you fail to take, so it is essential that you make the effort to take your RMD, even when having illiquid investments creates extra hassle.

Q&A: Can I pay for my student’s computer repair using 529 funds?
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In 2015, Congress passed the PATCH Act that included a provision which allowed computer purchases to be a qualified education expense for 529 plans. But what of computer repairs?

What Expenses Can My 529 Account Reimburse in 2017?
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While this may seem complex, don’t let it deter you from using a 529 account to the fullest extent possible.

 

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