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An Asset Allocation For Your Health Savings Account

Posted by David John Marotta on 06-07-2017

You are unlikely to need funds for any long-term care episode until about age 85. Given the long time horizon, we suggest investing your HSA for appreciation.

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Marotta's 2017 TD Ameritrade Gone-Fishing Portfolio Calculator

Posted by David John Marotta on 06-05-2017

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility. Its primary appeal is simplicity. A secondary virtue is that it avoids the worst mistakes of the financial services industry. This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds with the exception of Vanguard Energy ETF (VDE). You can see the calculator on our blog site here.

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How to Deduct U.S. Debt Obligations on State Tax Returns

Posted by David John Marotta on 04-02-2017

Dividends and interest received from U.S debt obligations can be deducted on many state tax returns.

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What Good Are Morningstar Stars?

Posted by David John Marotta on 03-26-2017

Do mutual funds with 5-star Morningstar ratings have better future returns?

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Marotta’s 2017 Gone-Fishing Portfolios

Posted by David John Marotta & Megan Russell on 02-22-2017

A gone fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year. Here are three hand-crafted gone-fishing portfolios for 2017.

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Marotta's 2017 Schwab Gone-Fishing Portfolio Calculator

Posted by David John Marotta on 02-22-2017

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Schwab no-transaction fee exchange traded funds.

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Marotta's 2017 Vanguard Gone-Fishing Portfolio Calculator

Posted by David John Marotta on 02-22-2017

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Vanguard mutual funds.

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2016 In Review

Posted by David John Marotta on 01-30-2017

2016 was a good year for stocks in general with a number of noteworthy details. Resource stocks performed the best despite being the worst-performing asset class in 2015.

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RMD Mistake: Depositing to Your Checking Account

Posted by Megan Russell on 01-23-2017

Although legally fine, this strategy often causes you to accidentally increase your spending every year and decrease your savings. Don't let the IRS rules about IRA withdrawals tempt you into spending money you had planned to save.

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RMD Mistake: Taking Out Too Much Just Because

Posted by Megan Russell on 01-16-2017

Some people don't stop at distributing just the required minimum. They think, "Well, while I'm at it, I may as well pull out a little bit more so we can fully cover the kitchen remodel..."

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