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The TANSTAAFL Principle
on February 1, 2010
with No Comments
“There ain’t no such thing as a free lunch.” As early as 1938, this phrase was touted as “economics in nine words.”
Start Saving for College the Day They Are Born
on January 25, 2010
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My youngest is a first-year student at the University of Virginia. My coauthor Matthew’s youngest child was born only a month ago. There is no such thing as saving too early.
Reflecting on 2009 Returns Provides Lessons Going Forward
on January 18, 2010
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Those who moved their investments to the supposed safety of Treasury bond investments were deeply disappointed.
Video: Comprehensive Wealth Management: Life Planning, Part 8
on January 12, 2010
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Video: Comprehensive Wealth Management: Life Planning, Part 3
on January 12, 2010
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Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Video: Comprehensive Wealth Management: Life Planning, Part 9
on January 12, 2010
with No Comments
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Video: Comprehensive Wealth Management: Life Planning, Part 4
on January 12, 2010
with No Comments
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Video: Comprehensive Wealth Management: Life Planning, Part 6
on January 12, 2010
with No Comments
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Video: Comprehensive Wealth Management: Life Planning, Part 2
on January 12, 2010
with No Comments
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Video: Comprehensive Wealth Management: Life Planning, Part 5
on January 12, 2010
with No Comments
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Video: Comprehensive Wealth Management: Life Planning, Part 10
on January 12, 2010
with No Comments
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Video: Comprehensive Wealth Management: Life Planning, Part 7
on January 12, 2010
with No Comments
Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.
Radio: 2010 Investment Review
on January 11, 2010
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David Marotta discusses 2010 in review and the outlook for 2011.
Last Chance for a Segregated Roth Conversion
on January 11, 2010
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You are a good candidate for a Roth conversion in 2010 if you expect your tax bill to be higher in the future.
Video: Financial New Years Resolutions
on December 23, 2009
with No Comments
Few of us are disciplined enough to accomplish all our resolutions without help.