Next time you are wondering if you should invest now or “wait for a better time,” remember Schwab’s study and invest now in whatever way makes you invest now.

Biotechnology’s low correlation, the very thing that makes you dislike it, is specifically what gives it a place in efficient portfolios.

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.

The class will be held April 13 through May 4, 2023 each Thursday from noon to 1:00 PM on Zoom.

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.

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.

I have adopted this card as the primary one in my wallet for groceries and gas.

A savings waterfall is a tool to help investors prioritize savings goals and allocate funds appropriately.

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.

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.