There are five types of Schwab Margin Alerts: Margin Maintenance, Short Position, Trade Debit Due, Margin Debit Balance / Account hold Value Advantage, and Trade Settlement Violation
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About David John Marotta
David John Marotta+ is the Founder and President of Marotta Wealth Management, Inc. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. Favorite number: e (2.7182818...)
Realize Some Capital Gains Each Year To Keep Taxes Low
There are at least four different capital gains tax rates. Here’s how to minimize yours.
Read More...What Exactly Is Quantitative Easing?
Quantitative easing is a sneaky way to make everyone dealing in U.S. dollars pay off the U.S. debt.
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How Does The Fed Control Interest Rates In A Free Market?
Even as recently as 2007, banks were paying 4% interest. Now you have to go to the hundredth decimal before you find your interest rate.
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Every Bond Contract Has At Least Five Components
Unlike stocks, each bond contract has unique characteristics that define how repayment will occur.
Read More...Tax By Inflation
In its simplest form, the government prints money and uses the newly printed currency to fund government spending.
Read More...Quantitative Easing And The Federal Reserve’s Balance Sheet
Government officials argue that consistent deficits are good for the economy, if we were only willing to go high enough.
Read More...Today’s 20-year Olds Will Need Over $7 Million For Modest Retirement Lifestyle
Most young people don’t understand inflation as well as their parents and grandparents.
Read More...Five Unbelievable Financial Advisor Regulations
To comply, most firms must archive and report massive amounts of information. Here are five of the more interesting regulations.
Read More...Radio: David John Marotta Interviewed Discussing the Three GOP Factions
David John Marotta was recently interviewed discussing the ideas in the article “Republicans: Defining the 3 Factions”.
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Make sure clients road-test retirement
“Ascertain whether they’re ready for changes in lifestyle and finances for the next stage of their lives”
Read More...Every Business Should Start a 401(k)
The president’s hope to restrict the plans should actually make owners more interested in creating one.
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Republicans: Defining the Three Factions
Which part of the conservative party appeals best to you: promoting the welfare of big business, legislating morality or advocating personal freedom and responsibility?
Read More...Is Social Security Stealing Your Chance Of Being A Millionaire?
Social Security withdrawals have enslaved workers to depend on government largess when they could have been independently wealthy.
Read More...David Marotta Interviewed Discussing MyRA Plans
David Marotta was recently featured on radio 1070 WINA’s Schilling Show discussing the new MyRA plans, inflation, and saving for retirement in general.
Read More...Social Security
Social Security benefits can represent a big stack of cash. A typical monthly benefit of $2,200 has a present value well over $500,000. Consider all your Social Security options carefully to avoid making a costly mistake.
Read More...Liberals Characterized Privatizing Social Security As A Risky Venture
Even the Social Security withdrawals of average workers would produce millionaires if they were allowed to be saved and invested in private accounts.
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Obama Expands the Permanently Unemployed
The economics of the job market are complicated, and an executive order can’t grant America a higher wage.
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Develop A Network Of Friends In Retirement
Having community is important for a successful retirement. Men may find it requires more work to achieve.
Read More...Obama’s myRA Plan Violates Multiple ERISA Laws
Willful violations of ERISA legislation carry criminal penalties of up to a year in prison for the plan sponsor and a fine of up to $100,000 for the corporation.
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Can You Fact-Check Without Reading the Article?
Both authors claimed there were errors in our article all the while agreeing with our assessment of the unemployment numbers.
Read More...We Were Wrong: Jobless Available Workers As High As 41.4%
We actually underreported the portion of jobless Americans. It did not include the people who are represented in the unemployment rate.
Read More...Economic Freedom Matters 2014
Economic freedom enriches society, lifts the poor out of poverty and respects the agency and dignity of human choice.
Read More...Freedom Investing Over The Past Decade
The portfolio of the five freedom countries has an annualized return of 11.06% over the past decade.
Read More...Radio: Prep for Financial Apocalypse
David John Marotta was interviewed on radio 1040 WINA’s Schilling Show and talked about preparing for the coming financial apocalypse.
Read More...Marotta’s 2014 Gone-Fishing Portfolio Calculator
A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.
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Bitcoin Trashing Makes The Case For The Gold Standard
A return to stable money would signal the death of the bitcoin and other stores of value used as hedges against dollar mismanagement.
Read More...University of Virginia Best Plan 2014 Asset Allocation Recommendation
Here is an asset allocation recommendation for the The University of Virginia Physicians Group 2014 BEST plan.
Read More...“Halestorm” And “Abducting Arnold” Author Interview
Becky Akers is a free-lance writer and historian as well as the author of two novels set during the American Revolution.
Read More...How Long Should I Keep Financial and Tax Records?
Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.
Read More...Lifetime Exclusion From Gift Or Estate Taxes
When you die, your assets and belongings–called your “estate”–are subject to taxation, but the there is an amount under which the executor of your estate will not have to pay taxes.
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