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Our Articles

How Should We Manage a Non-Profit Endowment?
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“There exists a timeless and flexible process for successful investment management decision making that is specifically tailored for Investment Stewards.”

“True or False: All Financial Advisors are Crooks” Asks Kiplinger-NAPFA Chat
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Kiplinger is teaming up with the National Association of Personal Financial Advisors (NAPFA) to bring you FREE, personalized financial advice.

Best Marketing for a Small Business
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For a small business, marketing and advertising seeks an answer to the question “How will prospective customers find me?” Most small businesses would benefit from enhancing their website presence by blogging and social media connections.

Video: Where Do You Invest? Learn All Six Asset Classes
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Most investors invest in only one and a half of the six asset classes. Learn where to invest in all six and how to tilt in each to over-emphasize appropriate categories.

Kiplinger-NAPFA Jump-Start Your Retirement Plan
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Kiplinger teamed up with the National Association of Personal Financial Advisors (NAPFA) to bring you FREE, personalized financial advice as part of Kiplinger’s 11th annual Jump-Start Your Retirement Plan Days.

$ ?s: Timing Social Security for a Spouse
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Q: I was told that I would not be able to apply for spousal social security until my husband qualifies for social security. Should I keep working so I can collect my small social security payment or should I just wait for spousal payments at age 73?

Being Reasonable
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“One of an advisor’s greatest challenges? Directing client expectations – and meeting them with portfolio performance.”

Book Review: The Investment Answer
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When Gordon Murphy, an investment banking veteran, was told he only had six months to live, he decided to use his last days to write a book aimed at changing the way most individual investors think about investing.

Compute Your Net Worth Once a Year – 2012
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Computing your net worth annually is like taking a sextant reading to chart your course toward financial security. Net worth gives you a snapshot of how much money would be left if you converted everything you owned into cash and paid off all your debts.

IRA Required Minimum Distributions, Charitable Giving and Roth Conversions
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There are three IRA tax requirements and saving techniques which collided recently for a client. I found a solution.

$ ?s: Accessing 401(k) Funds When Disaster Strikes
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Q:What advice can you offer for how to go about accessing retirement funds after a hardship?

The Talmud Strategy
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“Let every man divide his money into three parts, and invest a third in land, a third in business and a third let him keep by him in reserve.”

Your Portfolio Needs Rebalancing
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Most investors do not have a balanced portfolio. And by chasing investment returns they miss the easy money they could make from having a good asset allocation in the first place and rebalancing it periodically.

Our Goal for Marotta On Money in the New Year of 2012
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As part of the Yakezie Alexa Ranking Challenge we are offering premium content to new subscribers in order to boost our Alexa ranking. Be part of helping Marotta On Money grow its reach by sending other to take advantage of this offer.

Rich Dad, Planning Daughter
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My money has value because I have values my money helps me achieve. In this season of New Year’s resolutions and old year evaluations, treat your imagination with the question: What’s the money for?

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