We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Radio: Getting The Most From Your 401(k) Or 403(b)
on October 12, 2010
with No Comments
David Marotta discusses how to maximize retirement accounts.
Getting The Most From Your 401(k) Or 403(b)
on October 11, 2010
with No Comments
Most plans have funds laden with fees. Some share this revenue with plan sponsors, enticing them to pick more expensive funds to subsidize the costs of the plan or even make a profit.
Umbrella Insurance Could Be the Right Answer
on October 4, 2010
with No Comments
If you have a personal umbrella insurance policy, congratulations. If you don’t, you must not have a lot to lose. This important insurance can extend your liability coverage beyond your home and auto insurance by millions of dollars.
Rising Capital Gains Tax Hurts Everyone
on September 27, 2010
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Politicians are giving us no incentive to take care of ourselves. They are ensuring that government will need to save us.
Should I Buy Land Preservation Tax Credits?
on September 24, 2010
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Virginia land preservation tax credits are a savvy way for you to save up to 25% on your state tax bill.
Hong Kong: An Ideal Place to Invest
on September 20, 2010
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Hong Kong has an incredibly low tax rate. Individuals are taxed at the lower of a progressive tax maxing at 17% of adjusted gross income or a flat tax of 15% of gross.
Radio: Last Chance For A Roth Conversion
on September 14, 2010
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David Marotta discusses converting your traditional IRA balance to Roth IRAs this year before tax rates go back up.
The Very Last Chance for a Massive Roth Conversion
on September 13, 2010
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It is time to drive a Brink’s truck through the legal loophole of Roth conversions this year.
Assessing Your Finances At Age 50
on September 6, 2010
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For many people 50 is a milestone that reminds us to stop and reevaluate. There is still time for a whole new life of significance.
Gold May Drop If Political Winds Change
on August 30, 2010
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Perhaps dire predictions are correct and we are headed to Armageddon. If you want liquid assets in such a catastrophic situation, try buying cases of Jack Daniels. It is cheaper, keeps just as well and will fetch more in trading value.
Radio: Now May Be the Right Time to Buy a House
on August 23, 2010
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David Marotta discusses interest rates, the housing market, and how these factors work together for the patient buyer.
Dodd-Frank Bill Concentrates Financial Power
on August 23, 2010
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Only if you swear by the genius of Caesar, trust in his altruism and believe in his divinity is this bill a cause for celebration.
Saving: the Most Fundamental Element of Wealth
on August 16, 2010
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Everything in wealth management begins with savings. All wealth comes from producing more than you consume. Unfortunately, most Americans are better at consuming than producing.
Time To Buy AAPL Stock?
on August 13, 2010
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Wall Street loves speculators because they often get out of a stock just as quickly as they got in. And every time a trade is made, a coin in a Wall Street coffer rings.
Radio: Financial Reform & the Dodd-Frank Bill
on August 10, 2010
with No Comments
David Marotta & George Marotta discuss financial reform, specifically the Dodd-Frank bill and its implications on the economy.