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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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Examples of the Narrative Fallacy

Posted by David John Marotta on 10-17-2016

To illustrate this principle, I analyzed a week's worth of "Morning and Midday Market Views" provided by the Schwab Center for Financial Research.

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The Narrative Fallacy

Posted by David John Marotta on 10-09-2016

No one would click on the headline, "Stocks went up today and we have no clue why."

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Investing In Hong Kong Has Lowered Risk and Boosted Returns

Posted by David Loughin, David John Marotta on 09-28-2016

We allocate a portion of our managed portfolios to foreign stocks, and Hong Kong is the highest ranked country on the latest edition of the Index of Economic Freedom.

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How Does Compliance Differ Between Smaller Firms and Large Brokers?

Posted by David John Marotta on 09-19-2016

It is relatively easy for an adviser who has a 400 lawyer compliance department to sit through some compliance continuing education and yet never understand what attitudes and behaviors need to be changed.

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