In these ways, rebalancing can be of great value to a long-term investor’s portfolio.
That is not what anyone means by the term “rebalancing.” The misuse of the term on Investment News was glaring.
As a result of new fund additions, we added five new country-specific funds to our Schwab Institutional Intelligent Portfolio asset allocations.
Oddly, this technique might involve selling a bond position in the taxable account for a small capital gain, and buying that exact same position in an IRA in order to keep the portfolio in balance.
I’m turning 60 this week. Even though I plan on working as long as possible, this is an important check point.
No matter how small your savings or when you start accumulating them, those small changes have large effects over time.
If you save this target, your assets have a better chance of seeing you all the way to the end.
The class will be held March 19 through April 2, 2020 each Thursday from 11:00 AM to 12:30 PM at Homewood Suites in the Albemarle Room.
If you have an accepting employer plan, you could consider rolling the pre-tax funds into your 401(k) this year while converting your nondeductible basis cleanly to a Roth IRA.
Market returns are out of your control. These thirteen actions are in your control.
If your employer offers a 457 plan, consider taking advantage of the ability to shelter more money each year from taxes in a Roth account.
On Tuesday, March 12, 2019, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss how to do your own tax review.
I cannot throw away such a delightful box.
Choosing the right moments to buy convenience with your money brings value to your life.
We can gift our loved ones a powerful gift while maintaining a budget.
Who can remember every purchase you made? But remembering is how to keep your purchases reasonable.
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.
I have gradually been writing a series of articles on each Bear Market to show how quickly they correct and how high the subsequent Bull Market rises.