Check your own funds. You are likely paying too much for your mutual funds.
How to measure the rebalancing bonus and the benefits of staying invested after a market drop.
There is a science to portfolio construction. Selecting a random group of companies is just as bad as selecting a random group of funds.
The Marotta Investment Committee typically builds portfolios with average expense ratios of about 0.24%.
The class will be held March 19 through April 2, 2020 each Thursday from 11:00 AM to 12:30 PM at Homewood Suites in the Albemarle Room.
No matter how small your savings, those small changes have large effects over time.
Continuing to work for five more years could increase your retirement standard of living by as much as 50%.
“After all this savings, I have about $3,000 per month left to save somewhere. Where should I save it?”
Thirty years of interest, dividends, and capital gains tax is a significant savings.
If your employer offers a 457 plan, consider taking advantage of the ability to shelter more money each year from taxes in a Roth account.
On Tuesday, March 12, 2019, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss how to do your own tax review.
Punishing people for inflation is neither fair nor good economic policy.
From such changes, the millionaire mindset is built and millions are gained.
The thrift of taking care of your things is a wealthy mindset that pays off every year you don’t need to buy a replacement.
The first lesson in learning how to spend is learning how to not.
A wishlist is a force of thrift both for you to defer your consumption and for your family and friends to ensure that all the value of their gift makes it to your heart.
In 2004, David Marotta wrote a seven part series originally titled “Retirement Wisdom.” The series explained the the seven principles to reaching your retirement goals.
In 2009, David Marotta wrote a five-part article series for the Charlottesville Business Journal covering basic investment strategies. Its advice is still relevant today.
It is possible to be prepared for financial emergencies by living 10% more frugally and saving for the inevitable eventuality.
Asset classes are best defined by looking at the correlation of their returns. These four 2015 articles take a close examination at the three appreciation asset classes.
How to go from where you are now to being one of our clients under our “Do-It-Yourself” service level.
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.
On this day in 2013, Snowden revealed the U.S. government was actively pursuing the constant surveillance of everyone’s digital life.
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.