David John Marotta

President, CFP®, AIF®, AAMS®

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How to Use Your “World Asset Classes” Report Appropriately
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Our intention in including this particular slide is to show the range of quarterly returns. Here is some wisdom on how to use this slide when comparing your own returns for the quarter.

#TBT Blending Index Funds To Achieve Higher Returns
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When crafting your own buy list, this 2007 article reminds us that rather than just finding one index fund to fulfill your asset class, you should consider blending multiple sector level index funds to decrease volatility or increase return.

Does An Inverted Yield Curve Mean I Should Get Out Of The Markets?
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It is easy for an inverted yield curve to spook investors.

Megan Russell

Chief Operating Officer

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How to Budget for Emergencies (The Series)
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It is possible to be prepared for financial emergencies by living 10% more frugally and saving for the inevitable eventuality.

Q&A: Do You Offer Roth Conversion Planning for Someone Who Is Not a Client?
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Kudos to you for noticing the value of Roth conversions! We have three ways we can help.

RiversEdge In-Service Withdrawal Request Form
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To do an in-service rollout of your vested profit sharing balance, you use the “RiversEdge In-Service Withdrawal Request Form.”

2019 Tax Facts
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Here is a cheat sheet with information about the 2019 tax brackets and contribution limits that should help as you do your tax planning for the year.

State Tax Credits Are Becoming Less Valuable
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New proposed legislation cuts the benefit of donating to charity and receiving tax credits in return.

#TBT The Benefits of Saving and Investing Early
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This 2014 article reminds us: don’t wait until you “have more” or “make extra money” – start saving now! It is worth more.

Courtney Fraser

Wealth Manager, CFP®

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A Quick Strategy for Analyzing Whether You Should Rent or Sell
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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.

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?

 

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