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Marotta's 2016 Gone-Fishing Portfolio

Posted by David John Marotta & Megan Russell on 01-31-2016

The gone-fishing portfolio provides suggested asset allocations for investors up to age 70 and up to $1 million.

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Why Invest In Chile?

Posted by David John Marotta & Megan Russell on 01-17-2016

I've heard it said that asset allocation means always having something to complain about. A brilliant asset allocation will have long periods when one or more component of the portfolio fails to appreciate. And for investment management a long period of time can be a decade or more.

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Six Creative Beneficiary Designation Ideas

Posted by David John Marotta & Megan Russell on 01-10-2016

These are just some examples of the creative beneficiary designations, but the important part is to dream big about what your wishes are.

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A Fund Selection Case Study

Posted by David John Marotta & Megan Russell on 01-04-2016

We’ve written about how to select securities but in this article we are going to apply those principles to the process of selecting a specific fund for a specific sector of the economy.

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Should I Buy Commercial Real Estate?

Posted by David John Marotta & Megan Russell on 12-27-2015

Here is a simple way to think about commercial property.

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Does Your College Saving Need a Christmas Gift?

Posted by Matthew Illian on 12-20-2015

Some years, we fall behind and I try to make a year-end contribution to get us caught back up again.

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Gifting Appreciated Stock to Family Members

Posted by David John Marotta & Megan Russell on 12-13-2015

For children with lower incomes, there is an opportunity to give them appreciated stock to shift the capital gains to a lower tax bracket.

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What Is the Kiddie Tax?

Posted by David John Marotta & Megan Russell on 12-06-2015

The kiddie tax was first added to the tax code in 1986 for children under age 14. Now, it can burden them until they are 23.

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Financial Christmas Gift Ideas

Posted by David John Marotta & Megan Russell on 11-30-2015

Financial Christmas gifts don't need to be a piggy bank. They can be more serious and more meaningful than that.

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Utilizing Uncommon Beneficiary Designations

Posted by David John Marotta & Megan Russell on 11-22-2015

Will substitutes sacrifice some of the customization of trusts but avoid the accounting complexities.

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