David John Marotta

President, CFP®, AIF®, AAMS®

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Inverted Yield Curve Uninverted Without Recession
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Investors hurt their finances more by missing out than they do by staying in.

Harvest Major Capital Losses Whenever You Have Them
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While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.

Looking Backward on Socialism: Liberal Control Of Academia
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The increasing monoculture within universities pushes, at least slightly, each graduating class more toward favoring socialism.

Megan Russell

Chief Operating Officer

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#BestOf2019 – How to Do Everything at Schwab
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Four separate Schwab Tutorials made the top ten articles of 2019 with nearly 12K views each. Perhaps one day Schwab will write their own tutorials, but until then, I’m glad we can help so many people.

Q&A: Which Products Do You Buy and Which Do You Avoid?
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The selection of what products we purchase or avoid for clients is based solely on what we believe gives our clients the best chance to meet their goals.

Harvest Major Capital Losses Whenever You Have Them
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While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.

2020 Tax Facts
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As 2019 draws to a close, it’s time to start looking ahead to 2020 tax planning.

2019 Second Quarter And Year-To-Date Returns For Our 6 Asset Classes
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During 2019, the U.S. Stock Market generally rose during the four quarters from the lows set by the Almost Bear Market of 2018.

Courtney Fraser

Wealth Manager, CFP®

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A Quick Strategy for Analyzing Whether You Should Rent or Sell
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There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.

How Do I Take an RMD from an Illiquid Asset?
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The tax penalty for failing to take an RMD is steep at 50% of the amount you fail to take, so it is essential that you make the effort to take your RMD, even when having illiquid investments creates extra hassle.

Q&A: Can I Pay for My Student’s Computer Repair Using 529 Funds?
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In 2015, Congress passed the PATCH Act that included a provision which allowed computer purchases to be a qualified education expense for 529 plans. But what of computer repairs?

 

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