rss

Most Recent Articles

How to Save for Large Fast-Approaching Expenses

Posted by David John Marotta & Megan Russell on 07-26-2015

The average married couple has dreams of multiple children, annual vacations, and homeownership, but planning for these expenses can be challenging.

read more...

How to Take Advantage of Student Loan Forgiveness

Posted by David John Marotta & Megan Russell on 07-19-2015

You might think that you can't qualify, but many well-paid families are eligible.

read more...

How Quickly Should I Pay My Student Loans?

Posted by David John Marotta & Megan Russell on 07-12-2015

For those who do not want to be investors, a fast-track repayment may be best. But for those willing to save and invest, there is a better option.

read more...

How to Intentionally Realize Capital Gains

Posted by David John Marotta & Megan Russell on 07-05-2015

Careful tax planning can avoid much of the capital gains tax.

read more...

The Complete Guide to Automating Your Savings

Posted by David John Marotta & Megan Russell on 06-29-2015

After automating your entire investment plan, you can save and invest without even having to watch.

read more...

How to Select Securities

Posted by David John Marotta & Megan Russell on 06-21-2015

Your investment strategy is critically important but the implementation requires wise fund selection.

read more...

Should I Fund a Roth or a Traditional Account?

Posted by David John Marotta & Megan Russell on 06-14-2015

Which retirement account to fund, a traditional or Roth account, is a difficult decision to make. The difference between funding a Roth and a traditional account is when you pay your income tax.

read more...

Defining Your Sectors

Posted by David John Marotta & Megan Russell on 06-13-2015

After you have developed your investment strategy, you are ready to select securities to represent each sector and determine a system you can use to categorize all future holdings. There are four questions to ask in this process.

read more...

Do Resource Stocks Deserve Their Own Asset Class?

Posted by David John Marotta on 05-31-2015

Resource stocks represent one of the most interesting collections of diverse indexes.

read more...

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.

read more...

1 2 3 4 575