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Most Recent Articles

The Asset Allocation Within Your Asset Allocation

Posted by David John Marotta & Megan Russell on 05-24-2015

Although asset classes can tell you the general direction to move when your portfolio is out of balance, sector allocations help determine which type of security is the best to purchase.

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Your Asset Allocation Should Be Priceless

Posted by David John Marotta & Megan Russell on 05-17-2015

There is an optimum allocation between stocks and bonds for a given withdrawal rate.

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The Art of the Rebalancing Bonus

Posted by David John Marotta & Megan Russell on 05-10-2015

Rebalancing is the most helpful when it is most difficult. Rebalancing involves selling the investments that have appreciated and buying the assets that have recently gone down.

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The Science of the Rebalancing Bonus

Posted by David John Marotta & Megan Russell on 05-03-2015

Rebalancing can both boost returns and lower volatility, but most investors do not understand how.

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Radio Interview: Ideas for Success

Posted by Austin Fey & David John Marotta on 04-27-2015

David John Marotta was recently interviewed on radio 1070 WINA's Schilling Show discussing success, and how to structure your life for greater chances of success.

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Can I Contribute to a Roth IRA?

Posted by Austin Fey on 04-26-2015

How do you know if you can contribute to a Roth IRA? See this flowchart for answers.

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Cost-Benefit Analysis for Financial Planning

Posted by David John Marotta & Megan Russell on 04-19-2015

The cost of commission-based advisors are so hidden that you may be paying more than you realize.

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How to Be a Good Executor

Posted by Austin Fey on 04-12-2015

You’ve been named the executor of a relative’s will – now what?

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Schwab Intelligent Portfolios: Services Not Provided

Posted by David John Marotta & Megan Russell on 04-05-2015

Had Schwab done a better job at robo-advising, advisors and investors alike could have used the tool to automate what can be programmed, giving them more time to focus on what can't be automated.

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Schwab Intelligent Portfolios: Incomplete Rebalancing Algorithm

Posted by David John Marotta & Megan Russell on 03-29-2015

We previously explained how SIPs builds a portfolio based on your risk tolerance, a useless measure. Now we review the two pros and nine cons of how Schwab monitors and rebalances portfolios.

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