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Finding Someone You Can Trust

Posted by David John Marotta on 08-29-2016

Those who believe that more regulation is the answer don't understand how human nature works.

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How Much Can I Contribute to My Retirement Accounts?

Posted by Austin Fey on 08-22-2016

With many types of retirement accounts available, it can be difficult to keep track of how much you can put away where, especially if you are eligible to contribute to multiple accounts.

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Beware of Dire Market Crash Predictions

Posted by David John Marotta on 08-15-2016

I receive dire predictions with such frequency that were I to act on even a fraction of them I would never be invested in the markets.

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Where Should I Invest Money Which I Will Need in a Year or Two?

Posted by David John Marotta on 08-08-2016

Return comes with an element of risk. There is no safe investment which also pays a good rate of return.

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Billing Client Accounts to the Client's Greatest Benefit

Posted by Matheson Russell on 08-01-2016

Investment managers can bring clients greater savings by carefully considering how they bill different types of accounts.

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Do Children Need To File A Tax Return To Fund Their Roth IRA?

Posted by David John Marotta on 07-24-2016

The IRS does not require dependents whose gross income is only earned income to file a tax return if the amount is less than a certain amount.

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Recouping Losses Is Not As Hard As You Think

Posted by David John Marotta on 07-17-2016

Many advisors and most investors don't really understand the math on how to compute investment returns.

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Double Bottom Bear: The Bear Market of 1970

Posted by David John Marotta on 07-10-2016

Bear Markets are unpredictable, but there is no reason that they should be a cause of distress.

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Roth Conversion: Take Your Required Minimum Distribution Out First

Posted by Megan Russell on 07-03-2016

A simple summary of how to meet your Required Minimum Distribution in the same year as you perform a Roth Conversion is the axiom: RMD dollars must come out first.

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Testamentary Donor Advised Funds

Posted by Austin Fey on 06-19-2016

An easy estate workaround is to set up a Donor Advised Fund as a Testamentary fund, meaning you aren't funding it yet, but it will be funded upon your death.

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