Browse by Author

On Tuesday, March 9, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about raising the minimum wage.

Before you assume that moral licensing such as Fairtrade is the only ethical consumerism, think again. Understanding how such licensing works shows how little good it actually does.

A short quote from this 2004 inspiration, “Time is so much more than money. If you have time, you can acquire more money. But money can’t buy you more time. Time is a great equalizer. You can’t go into time debt. Every day the rich and the poor alike are given twenty-four hours to spend.”

Recently, we lowered the duration of our U.S. Bond portfolio and increased the amount which is inflation protected. This article explains the reasons for this change.

While many have been following the domestic returns and recovery, fewer investors know how well foreign investments did this past year.

Roth conversions pay off. Repeat it to yourself now. Repeat it to yourself at tax time. Roth conversions pay off.

For people of all ages, we recommend creating a “my Social Security” account today so that someone else doesn’t create an account for you.

You can easily view the current available cash balance of your Schwab accounts online.

Sometimes you may want to check in on your current running total of net capital gains during the current tax year. Luckily, there is a page on Schwab Alliance which shows you just that.

This 2014 post reminds us that perhaps we should be more afraid of cash and inflation than stocks and investing.

This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.

Looking closer into each asset class, here’s how our top six asset classes performed between January 1 and December 31, 2020.

There are two ways to make an HSA contribution. You can contribute by mailing a check or you can link an external checking account.

There are many choices for an HSA custodian, but we like to recommend HSA Bank because it allows you to custody funds for investment at TD Ameritrade.

Here are some options for helping your child purchase their first home.

If you are still in your 60s, the good news is your decision doesn’t have to be permanent. You actually have two ways in which you can change your benefit amount.

With the grandparents as the owner rather than the parent, the student may have a better chance of receiving financial aid.

What will happen to all the money I have saved for her college expenses now that she doesn’t need it?