David John Marotta

President, CFP®, AIF®, AAMS®

Read More

#BestOf2019 – An Overview of Marotta’s 2019 Gone-Fishing Portfolios
with No Comments

Our gone-fishing portfolios are used by thousands of people, so it makes sense the article about it would be among our most popular of 2019. Our 2020 gone-fishing portfolios will come out in February.

Longest Economic Expansion In United States History
with No Comments

A long expansion is nothing to fear.

Inverted Yield Curve Uninverted Without Recession
with No Comments

Investors hurt their finances more by missing out than they do by staying in.

Megan Russell

Chief Operating Officer

Read More

Q&A: How Do You Address Issues Outside Your Area of Expertise?
with No Comments

We see ourselves as your primary care provider for finances and strive to become experts in every specialty that you need while accompanying you on any referral to another firm we need to make.

Help! I Inherited a Nondeductible Basis!
with No Comments

If you inherit a traditional IRA from a person who had a basis in the IRA because of nondeductible contributions, that basis remains with the IRA assets as they come into your ownership.

Lessons from Medicine: Reporting Can Lie
with No Comments

There is an incentive to lie when your methodology is bad.

Harvest Major Capital Losses Whenever You Have Them
with No Comments

While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.

2020 Tax Facts
with No Comments

As 2019 draws to a close, it’s time to start looking ahead to 2020 tax planning.

2019 Second Quarter And Year-To-Date Returns For Our 6 Asset Classes
with No Comments

During 2019, the U.S. Stock Market generally rose during the four quarters from the lows set by the Almost Bear Market of 2018.

Courtney Fraser

Wealth Manager, CFP®

Read More

A Quick Strategy for Analyzing Whether You Should Rent or Sell
with No Comments

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?
with No Comments

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?
with No Comments

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?

 

Subscribe to our newsletter!