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.

Steps for Getting Out of Debt
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I have outlined some steps to help you figure out how to pay down your debt and get back on track.

Our 10 Most Popular Posts So Far
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We have 1,292 posts on Marotta on Money, but here are the 10 most visited posts on our blog.

The Markets Are Inherently Volatile
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Most investors don’t understand what that means.

What Does It Mean To Be A Fee-Only Fiduciary?
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Most investors are not aware of an important separation in the professionals of the financial services industry.

Ken Elzinga
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Kenneth G. Elzinga. Ken is both a nationally renowned economist as well as a locally celebrated professor here in Charlottesville at the University of Virginia.

AAII 2014
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The articles associated with David John Marotta’s presentation at the DC Metro chapter of the American Association of Individual Investors.

The Efficient Frontier Of Investing
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Many investors don’t appreciate asset allocation or understand intuitively how a diversified portfolio can exceed the sum of its parts.

The Economics Of Healthcare
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Michael Kirsch, a practicing physician and newspaper columnist, laments that there are questions he can never answer satisfactorily for his patients. His questions are central to the public policy debate increasingly being decided by voters and politicians rather than physicians and economists.

The Politics of Social Security
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Even half of what they collect in Social Security could provide a better private benefit.

Roth IRA Conversions and Roth Segregation Strategies
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Roth accounts have several advantages over traditional retirement accounts.

The Tax Code’s War On Marriage
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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.

Obamacare, the UN-Affordable Care Act
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ObamaCare Is the Worst Legislation in 75 Years.

Social Security
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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.

How To Prepare For The “Coming Financial Apocalypse”
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You should be just as prepared for the possibility that the world as we know it is not ending.

Estate Planning
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The most important product of estate planning is achieving family harmony.

How to Calculate An Advisor’s Value
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Planners can add the equivalent of a 1.82% annual arithmetic return to clients through five components.

Wealth Inequality In America Series
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This series of blog posts were intended to be a more reasoned reply to a complex issue.

Using A Mortgage Wisely
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Most Americans have a home mortgage. The rich often have two.

Get Out Of Debt
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Getting out of debt is the first step to building real wealth.

Retirement Planning
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Retirement Planning is perhaps the single most important goal of comprehensive wealth management.

Inflation
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Inflation is one of the most important factors in nearly every aspect of financial planning and wealth management.

Government Regulations And Compliance Do Not Make Us Safer
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The coercive power of government is more dangerous than the free market. Special interests use it to circumvent both the law and economics.

Financial Advice for Recent College Graduates
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Financial advice for college graduates is easy. Graduates street smart enough to take the advice is rare.

Gold, Silver and Resource Stocks
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The optimum asset allocation to physical gold and silver is 0%. Instead, we recommend you use resource stocks as an inflation hedge.

Tax Planning
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A dollar saved on taxes is worth more than a dollar earned. If you earn another dollar, they will just tax you again.

Risk – Return Decisions
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Portfolio construction begins with the most basic allocation between investments that offer a greater chance of appreciation (stocks) and those that provide portfolio stability (bonds). There is no such thing as a safe investment that pays market rates of return.

Rebalancing asset classes and subcategories
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Diversifying your portfolio means finding assets that have value on their own merits but do not move exactly alike. Here are the principles on building and rebalancing asset classes and subcategories.

Safeguarding Your Money
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Given all the greed and deceit in the world of financial services you shouldn’t have to trust your financial advisor. Here is a list of eight safeguards that should be in place to help safeguard your money.

Before You Say “I Do”: Money & Marriage
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Couples that fail to prepare for a shared money maturity will likely experience longer and sharper growing pains. Here are several things to talk about before tying the knot.

Rich Dad, Rich Daughter
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“Small changes over a long period of time make all the difference.” Learn how to teach financial wisdom to your children with Megan Marotta’s series, “Rich Dad, Rich Daughter.”

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