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Our Articles

Vote Early Instead of Voting Absentee (Virginia)
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Voting early has the same process as voting in-person.

Surviving A Bear Attack in the Markets
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“No decent planner would ever create a plan that didn’t account for frequent market drops.”

Q&A: Can a 529 Reimburse for Last Year’s Expenses?
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Unfortunately, neither “yes” nor “no” is a correct answer to this question.

Schwab Mobile App: How to Set-Up or Use a MoneyLink
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The Schwab mobile app gives you the ability to establish a MoneyLink so that you can move funds between your bank or other external account and your Schwab account at any time directly from the app.

No, We Do Not Need a National Retirement System
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Rekenthaler’s proposed narrowing of choices to a one-size fits all national solution provides a poor substitution for our current choices.

#TBT Diversify and Rebalance More Than Just Your Investments
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During this season of uncertainty, this 2018 article reminds us that diversification and rebalancing in our non-financial portfolios can help as well.

A Review of Finances at Age 60
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I’m turning 60 this week. Even though I plan on working as long as possible, this is an important check point.

How to Save for Retirement When You Are Old And Broke
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No matter how small your savings or when you start accumulating them, those small changes have large effects over time.

Where to Find Paperless Shareholder Materials on Schwab.com
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The best way to find old shareholder materials is to search your own email inbox.

Before the Estate Tax Exclusion Sunsets in 2026
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Individuals with more than $5M may be served well from gifting to utilize the higher estate exclusions before they sunset.

How to Transfer 529 Funds From One Family Member To Another
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You can transfer up or across the family tree. However, if you want to transfer down a family tree, you can run into taxation problems.

Socially Responsible Consumption Instead Of Socially Responsible Investing
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Even if you are just a tiny piece of the puzzle, all the pieces are essential.

Marotta Family Saying: Be a Bad Poet
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The phrase “bad poet” reminds me of that day when I was in elementary school. It is a lesson for each of us, regardless of our income level.

#TBT Do Investors Deserve to Make Money?
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This 2013 article explores whether the person who sits idly by while their stocks increase their net worth deserves the money they make.

Four Reasons to Rebalance
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In these ways, rebalancing can be of great value to a long-term investor’s portfolio.

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