Investment Philosophy

The Pros and Cons of a Marotta-Managed Schwab Institutional Intelligent Portfolios
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Although they are cheaper, the robo-investing accounts are not beneficial to everyone.

The Value Matters in Stock Investing
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“Think of a stock as a machine that generates cash every few months.” Smaller companies that you have never heard of usually have a better return than the better known larger companies.

Radio: Financial Decisions in 2018
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Talking about the question “How should you manage your money in 2018?” this show covers a lot of ground over 23 minutes of conversation.

Asset Location Can Significantly Boost After-Tax Returns
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Exact asset location depends on the percentage of a portfolio held in each of the three types of accounts as well as the percentage of the portfolio which is to be allocated to each selected sector. But the boost in after-tax returns is well worth the effort.

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Retirement Planning

No One Will Loan You Money For Retirement
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If you have to choose between your retirement or your children’s college savings, choose your retirement.

By Age 35 You Really Should Have Saved Twice Your Salary
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It was our article which first suggested this six year ago.

How to Get Started with Retirement Planning
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Most of the assets you use to fund your retirement will come from compounded growth.

How to Set Retirement Goals
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A fee-only financial advisor can provide the decades of support and encouragement to make financial planning, effective life planning.

 

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Tax Planning

 

Taxing Capital Gains Unfairly Taxes Inflation
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Punishing people for inflation is neither fair nor good economic policy.

Radio: Year-End Tax Saving Ideas
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On Tuesday, November 13, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss several tax saving ideas you can do before the year ends.

Two Simple But Effective Conversion Target Calculations
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These are two simple but effective strategies to help calculate a very good conversion target for this year.

The Complete Guide to Timing Your RMD
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You can take the RMD out as early as January 1st or as late as December 31st, but when should you?

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Budgeting

Radio: Seven Financial Resolutions for the 2019 New Year
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On Tuesday, January 8, 2019, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss financial resolutions for the 2019 new year.

Cost of Credit Card Debt Calculator
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Regardless of your assumptions about future market returns, the impoverishment to families with credit card debt is massive.

The Complete Guide to Beautiful, Frugal Gift Wrap
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It requires intentionality and creativity to avoid the hidden budget busters of gift wrap.

Every Three Years, Say No to Advertisers
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We have a limited amount of willpower. It is a waste to have to expend it to ignore advertising.

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Various Topics

The Do-It-Yourself Checklist: Account Set Up
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How to go from where you are now to being one of our clients under our “Do-It-Yourself” service level.

Your Investment Manager’s Politics Matter (Where Markets Fail Series)
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An investment manager who is “at times a soft socialist” like Voss will be more likely to engage in active management, market timing, and gambling on individual stocks.

Remembering June 5, 2013
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On this day in 2013, Snowden revealed the U.S. government was actively pursuing the constant surveillance of everyone’s digital life.

A Guide to the Bear Markets
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I have gradually been writing a series of articles on each Bear Market to show how quickly they correct and how high the subsequent Bull Market rises.

Marotta on A Christmas Carol
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Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics.

Five Things You Can Control: The Series
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Don Phillips suggests that the best advisors help their clients focus on what can be controlled and not fret about the rest.

The Complete Guide to Creating an Investment Plan
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This is a summary of the six steps required to create a well-crafted investment plan.

A Complete Guide To Donor Advised Funds
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A donor advised fund makes the process of charitable giving simple and easy.

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