We believe that NAPFA advisors are a well sought minority of financial advisors.
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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...)
What Is The Most Important Attribute When Hiring An Investment Manager?
Do you want to trust your advisor is acting in your best interests or do you want them to have the legal obligation and be free of commission-based conflicts of interest?
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SEC Q&A: How do I find out whether an investment adviser ever had problems with a government regulator or has a disciplinary history?
You can get copies of Form ADV by accessing the Investment Adviser Public Disclosure (IAPD) website.
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The Wealth Of Nations Is Their Freedom
“When institutions protect the liberty of individuals, greater prosperity results for all.” – Adam Smith
Read More...Freedom Investing Beats EAFE Index by 3.92% Annualized Over Past Decade
Over the past decade the economically free countries have an annualized return of 11.34%. The S&P 500′s annualized return was 7.78%.
Read More...SEC Q&A: How do investment advisers get paid?
How your advisor is compensated matters. Make sure you can follow the money and know how they are getting paid.
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Facebook’s And Your Negative Feelings
In truth, the best way to mollify negative feelings might be to give up your Facebook account entirely.
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Our Government Versus The People
Government has never been known for customer service. But today it is known primarily for being against the very people it is supposed to serve.
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FINRA Supports Regulation to Quell Competition
Beware of government regulation, especially when a portion of the industry thinks it’ll be good for business.
Read More...Study on Investment Advisers and Broker-Dealers
These are the wolves of Wall Street pretending to be the helpful sheep of investment advisors.
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How To List A Charity As Your Beneficiary
There is a tax benefit to leaving some assets to your favorite charity rather than leaving it to your heirs.
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The Politics of Social Security
Even half of what they collect in Social Security could provide a better private benefit.
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Capability Is Tyranny
Those who stand by and do nothing are complicit in aiding the loss of freedoms for others.
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Fourteen Ways to Avoid Paying Capital Gains
The capital gains tax traps wealth in an investment vehicle requiring special techniques to free the capital without penalty.
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Capital Gains Tax Gets More Complicated
Now you may pay one of at least four different capital gains rates. The strategies to deal with capital gains differ for each level.
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The Tax Code’s War On Marriage
Two different people can end up with very different amounts of tax owed, simply because of their marital status. You cannot argue this increased tax is their “fair share” simply because they are married.
Read More...How To Bilk Obamacare
Learn how a family of four can qualify for a full subsidy with an income of $140,000 a year.
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The Purpose Of The Federal Reserve
Unlike the markets, members of the Fed are able to make decisions that are in exactly the wrong direction if they don’t limit themselves with a rules-based system.
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David Marotta Quoted on Yahoo Finance Story About Gen Y Savings
Because of inflation, today’s 20-year-olds will need over $7 million to have the same lifestyle when they retire.
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Radio: Virginia’s Tax Freedom Day Today
We estimate that if you didn’t have to pay taxes, you could leave work every day at 2:34pm.
Read More...What Happened to the Gold Standard?
The U.S. dollar was first regulated by the Coinage Act of 1792 and prescribed as 371.25 grains of pure silver. The eagle, worth $10, was 247.5 grains of gold. One cent, worth a hundredth of a dollar, was 24 grains of copper. The value of the metal contained in the currency kept prices relatively constant [...]
Read More...Inflation Is 3% For First 120 Years; 2,380% For The Last 100 Years
Of all the investing risks we face, inflation is the risk most commonly overlooked and most certainly experienced.
Read More...What Is A “Margin Alert”?
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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