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One Example Of What Is Wrong With Commission Based Investment Advice

Posted by David John Marotta on 01-02-2017

There is a large difference between the motives and incentives of the sales person and those of the service person.

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Using Factor Investing To Boost Country Specific Returns

Posted by David John Marotta on 12-26-2016

The rough idea is that the stock price of companies that are profitable are more likely to appreciate than companies which are not profitable.

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Investing Mistake: Confusing A Promising Company With A Good Investment

Posted by David John Marotta on 12-19-2016

A good narrative describes what happened in the past. And even though past earnings may have something to do with current share prices, they don't have anything to do with future share prices.

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Factor Investing: Small and Value Factors

Posted by David John Marotta on 12-12-2016

Factor investing "tweaks the idea of asset allocation and diversification by seeking out types of securities that have been shown, by decades of academic research, to offer positive return premiums over time."

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Mailbag: Can I Contribute To An IRA The Year I Turn 70 1/2?

Posted by David John Marotta on 12-04-2016

Even though you are required to start taking RMDs you can still take advantage of significant tax planning savings.

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Can I Continue Retirement Saving Past Age 70 1/2?

Posted by David John Marotta on 11-28-2016

The rules for post-70 ½ IRA contributions depend upon whether the account is a traditional IRA, Roth IRA or SEP IRA.

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Healthcare Stocks And Asking "Relative To What?"

Posted by David Loughin on 11-21-2016

Why do our portfolios systematically overweight healthcare stocks?

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How The Markets Moved After A Trump Victory

Posted by on 11-14-2016

Beware of reading too much into three days of market movements.

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Interview of Dr. Randall Bell, Author of "Rich Habits, Rich Life"

Posted by on 11-01-2016

Dr. Randall Bell develops strategies to overcome problems and maximize peak performance.

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How Can I Give Away Money From My IRA?

Posted by Austin Fey on 10-24-2016

What if you do not need all the money from your RMD and you are also charitably inclined?

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