Giving to a Charity to Receive an Annuity
Every nonprofit needs to keep an up-to-date list of the types of assets that they will accept as donations.
Every nonprofit needs to keep an up-to-date list of the types of assets that they will accept as donations.
Ten principles of safeguarding your money applied to the latest investment scandal.
Investing in America began with the bankruptcy of the hottest stock in England.
We expect the Garrett Planning Network to quickly take down these SEC violations from their website in response.
It isn’t too late to print a retraction.
Most investors are not aware of an important separation in the professionals of the financial services industry.
Income taxes are the largest portion of the federal government’s annual tax haul. But who foots the bill?
It is often said that the only two certainties in life are death and taxes. The IRS takes that truism to heart.
Here is one of the most brilliant breakthroughs in all of food science and how it relates to almost every aspect of life.
Their attorney, New York-based Barry Lax, says the two ballplayers are the latest professional athletes abused by predatory financial advisors.
A mob boss exercises absolute control over his many followers and profits from the often criminal activities of his organization.
Congress cannot protect you from the financial sharks who contribute to their campaigns, but they may protect the sharks.
These noble-sounding goals intuitively appear useful, but the federal government has only two ways to encourage change and neither of them helps in this case.
The amount of energy available in the brain to exercise self-regulation and resist temptation is a limited resource. When the account runs out, well… you know the kind of decisions you make.
David John Marotta was interviewed discussing government waste and what would happen if parts of the government were shut down.
While I agree with the study, I don’t know that I agree with the prescribed solutions suggested.
We e-mailed all the senatorial candidates inviting them to be interviewed on our blog. Of all the candidates, Robert Sarvis, the Libertarian 2014 Virginia Senatorial candidate, was the only one to respond.
The Whiskey Rebellion established the sovereignty of “we the people” to tax and oppress any selected group.
Those who don’t understand or experience regulatory capture wrongly believe in a team of angels at these federal agencies tirelessly working for the common good.
Do you want to trust your advisor is acting in your best interests or do you want them to have the legal obligation and be free of commission-based conflicts of interest?
“When institutions protect the liberty of individuals, greater prosperity results for all.” – Adam Smith
If your advisor is on one of these lists you should be aware of how they are paid.
If you are not paying for the product, you are the product.
Here are our answers and comments to the SEC’s eight suggested questions.
Government has never been known for customer service. But today it is known primarily for being against the very people it is supposed to serve.
No. I thought we’d decided not to give them a first look.
These are the wolves of Wall Street pretending to be the helpful sheep of investment advisors.
“Estimates range from $5,000 to $20,000; sharp opposition to Finra getting involved.”
Our firm decided to become a 3(38) investment manager because playing this role offers our clients administrative relief. By taking on the role of a 3(38) adviser, we accept responsibility for selecting a prudent investment strategy.
Low risk firms should be visited less frequently by the SEC.
Because of inflation, today’s 20-year-olds will need over $7 million to have the same lifestyle when they retire.
The U.S. dollar was first regulated by the Coinage Act of 1792 and prescribed as 371.25 grains of pure silver. The eagle, worth $10, was 247.5 grains of gold. One cent, worth a hundredth of a dollar, was 24 grains … Read More
Most survivors are uninformed about how Social Security benefits are calculated and often overlook a careful analysis of this critical retirement asset.
Which part of the conservative party appeals best to you: promoting the welfare of big business, legislating morality or advocating personal freedom and responsibility?
Imagine these two strategies competing in a track race. It’s as if one runner were told to wait until the other finished her first lap before beginning.
David Marotta was interviewed on radio KABC in Lost Angeles, discussing the article Should We Wallow in the Rising Stock Market. Listen to the radio show here.
Economic freedom enriches society, lifts the poor out of poverty and respects the agency and dignity of human choice.
Here’s to a better 2014!
This holiday season, remember to cherish the important values of life.
I expect we have seen the bottom of both the housing market and 30-year fixed interest rates.
A change in attitude is needed for the poor to develop a wealth-generating mindset.
The video “Wealth Inequality in America” is not only misleading, but the research methods of its underlying study are laughable.
Fun first. Freedom first. Innovation first. Financial goals first. But not safety. No one says, “That looks safe; I wonder if it is fun.”
“They don’t deserve it!” is the most common complaint. And in most cases it’s true
No matter how near and dear to your heart, investing in a startup is risky business
Here is one way not to argue against Libertarianism.
Three part time employees equals two full time employees while avoiding $4,000 in annual fines.
The new unified credit changes for estate planning in 2013 have once again changed when you should have provisions for a bypass trust.
The Affordable Care Act encourages everyone to get health care insurance by punishing those who don’t. Proponents of Obamacare justify this saying that health care is a human right. But is it?
There is no such thing as a sure thing, and if something sounds too good to be true, it is