Articles

As a financial advisor, season 3 of Downton Abbey has become the most interesting as deep-level financial tension has begun to infiltrate the Crawley family drama.

These kittens have retirement plans. Be more like these kittens.

Here are the 2008 party platforms on the environment

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The maximum income for a couple is not double what it is for a single person. Your spouse’s income can disqualify you from credits you could have received if you had not been legally married.

The maximum income for a couple is not double what it is for a single person. Your spouse’s income can disqualify you from credits you could have received if you had not been legally married.

The worst marriage penalty is for couples earning between $26,000 and $60,000 who have three or more children.

2012 has come to a close, and 2013 is off to a good start. For those interested in reflecting on the past year, we’ve collected some 2012 year-end market commentary by Marotta Wealth Management Staff.

Although a number of tax breaks got snuffed out by the recent tax compromise passed on January 1, the ability to make charitable contributions from IRA accounts for people older than 70 1/2 was given new life.

Despite a steady diet of bad news, most markets around the world climbed the proverbial “wall of worry” to log strong returns. Major market indices around the globe delivered double-digit total returns.

Asset Allocation means always having something to complain about.

This kitten knows how to retire. Be more like this kitten.

Long-term government bonds outperformed stocks over the past 20 years ending 2011, but the next 20 years may be a very different story.

Stewardship suggests limits on how people ought to rule over their environment. It is not a justification for bureaucrats’ limitless rule over people.

Here are some large cap stocks with very low 12 month trailing P/E ratios.