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Most Recent Articles

Guidelines for Using Margin

Posted by David John Marotta & Megan Russell on 05-01-2016

Too much leverage is risky because it endangers meeting your goals.

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What is Margin?

Posted by David John Marotta & Megan Russell on 04-24-2016

We don't normally recommend being on margin, but we recommend having the option in case it is needed.

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A Year of Financially Healthy Habits

Posted by Austin Fey on 04-17-2016

It is the season of spring cleaning, so here’s a calendar of ways to clean up your finances one step at a time.

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Tax Loss Harvesting and Wash Sales

Posted by David John Marotta & Megan Russell on 04-10-2016

Wash sale rules need to be followed when realizing capital losses for taxes but can be burdensome to track and monitor.

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How Long Should I Give an Investment Plan?

Posted by David John Marotta & Megan Russell on 04-03-2016

Even the most brilliantly crafted investment plan has to be given time to work.

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Streamline Your Finances with Schwab Checking

Posted by David John Marotta & Megan Russell on 03-27-2016

This Schwab checking account provides six impressive services not true for most local banks.

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Why We Do Not Use Active Management

Posted by David John Marotta & Megan Russell on 03-20-2016

Index investing seeks to track the return of a portion of the market. The opposite is active management.

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Start Early on Retirement Planning

Posted by David John Marotta on 03-13-2016

Retirement planning should begin the moment you receive your first paycheck.

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Nine Unfortunate Facts of Health Savings Accounts

Posted by David John Marotta & Megan Russell on 03-06-2016

An HSA is one of many accounts used in comprehensive wealth management for tax optimization and planning.

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Asset Allocations for UVA Retirement Plans at Fidelity

Posted by David John Marotta and Megan Russell on 02-21-2016

The University of Virginia plan includes funds sufficient to produce these excellent portfolios.

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