You can tell a lot from the expense ratio of an advisor’s preferred funds.
Three generations explain this family saying which teaches one method of mitigating risk.
Now that the Franklin Templeton funds have been added to the Institutional Intelligent Portfolios platform, we are updating our allocations to use the cheaper funds as their primary targets.
A Technology correction may not happen, but moving more into Mid and Small Cap Value may help allocations even if it doesn’t.
Which is worse: Being destitute while still alive or dying happy and provided for with a little extra?
A savings waterfall is a tool to help investors prioritize savings goals and allocate funds appropriately.
If you have received a projection from your company which included a lump sum offer that you were interested in taking, you may want to analyze it again.
Saving for long-term care, if done early enough, is not too expensive and helps to protect yourself from this potential financial shock.
You may be surprised by the amount of subsidies you can receive.
The annual drag of taxable account taxation may seem like a small amount, but the effect over long periods of time such as 30 years is significant.
If you are already shopping for health insurance for 2022, consider getting an on-exchange health insurance plan. You may be surprised at how much subsidies you can receive.
If you are currently shopping for health insurance for 2022, consider getting an on-exchange health insurance plan. You may be surprised at how much subsidies you can receive.
Adding more Stability to an asset allocation isn’t an easy issue. It takes science to know how much bonds you need. It takes artistry to gradually adjust your asset allocation over time.
While you may think that the account owner needs to stay the same, you can easily change the account owner.
Can I leave money directly to those 529 plans in my estate plan?
By flowing money through a 529 account, a Virginia tax payer could receive a $575 discount on their private school tuition.
It is perfectly fine for you to underspend your assets. You don’t need my permission, but you have my blessing anyway.
In this article, I am defending the use of self-control in your financial habits.
In this two-part mini-series, we discuss the two sides of learning how to shop more effectively. This time, we discussed how to buy more value by being aware of where you are spending money.
Here you can find our article series detailing how and why you should fund a custodial Roth IRA for your children.
In 2004, David Marotta wrote a seven part series originally titled “Retirement Wisdom.” The series explained the the seven principles to reaching your retirement goals.
In 2009, David Marotta wrote a five-part article series for the Charlottesville Business Journal covering basic investment strategies. Its advice is still relevant today.
It is possible to be prepared for financial emergencies by living 10% more frugally and saving for the inevitable eventuality.
Asset classes are best defined by looking at the correlation of their returns. These four 2015 articles take a close examination at the three appreciation asset classes.
How to go from where you are now to being one of our clients under our “Do-It-Yourself” service level.
An investment manager who is “at times a soft socialist” like Voss will be more likely to engage in active management, market timing, and gambling on individual stocks.
On this day in 2013, Snowden revealed the U.S. government was actively pursuing the constant surveillance of everyone’s digital life.