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Our Articles

Bitcoin Trashing Makes The Case For The Gold Standard
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A return to stable money would signal the death of the bitcoin and other stores of value used as hedges against dollar mismanagement.

University of Virginia Best Plan 2014 Asset Allocation Recommendation
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Here is an asset allocation recommendation for the The University of Virginia Physicians Group 2014 BEST plan.

“Halestorm” And “Abducting Arnold” Author Interview
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Becky Akers is a free-lance writer and historian as well as the author of two novels set during the American Revolution.

Age-Based Benchmarks for 529 College Savings (2014)
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A quick chart of Age-Based Benchmarks for 529 College Savings.

How Long Should I Keep Financial and Tax Records?
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Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.

Lifetime Exclusion From Gift Or Estate Taxes
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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.

The Importance Of The Investment Policy Statement
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Adherence to the fiduciary standard is all about process.

Active Management Has An 82% Failure Rate
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Managing investment assets requires managing investor expectations.

Sensational Headlines Capture Nation’s Attention
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In addition to learning how a viral story can get many of the facts wrong, another more important lesson can be learned from this experience.

Media Storm Surrounding Marotta Advice
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Recently we had one of our blogs posts go viral and capture the attention of the national news.

Annual Exclusion From Gift Taxes
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There is a limit, or exclusion–an amount that the government will allow you to gift to a person per year, without incurring tax consequences.

Chronicles of Aria Prime, Episode One by AJ Reissig
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The adventure begins as a tale of interstellar travel, but quickly morphs into a space opera and post-apocalyptic survival story.

Marotta Featured in Advisors’ Top 10 Investment Ideas for 2014
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Economic Freedom is a good investing strategy.

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