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Our Articles

Subscribe to Fee-Only Fiduciary Wealth Management Advice Today!
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Subscribe today and receive access to view Where in the World Should You Invest? video free!

Subscribe and receive the free video: “Boosting Returns through Static and Dynamic Asset Allocation”
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Think of static asset allocation as where to set your sails and dynamic asset allocation as a way to keep your balance as your boat glides and sometimes bounces through the waves.

Subscribe to Rich Dad, Rich Daughter Today!
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Subscribe to Rich Dad, Rich Daughter today!

Subscribe to Marotta On Money Today!
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Subscribe today and receive access to view Where in the World Should You Invest? video free!

The Hedging Game
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“Structured products’ risk-reward ratio is worse than you think.”

Test Before You Invest
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Q: I am 53 years old and have never invested in the stock market. I have inherited $150,000 from a family member, and my son is recommending that I invest this money in the market. Do you agree?

Market Skid May Prompt Roth IRA ‘Do-Overs’
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Marotta’s Roth segregation technique of conversion and recharacterization was featured in InvestmentNews magazine.

Libertarians Should Invest More Down Under
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Libertarians and economists both recognize that countries with more economic freedom experience higher gross domestic product (GDP) growth. That growth translates into higher stock returns for investors savvy enough to look for governmental fiscal restraint rather than government stimulus.

Mailbag: Should I Buy Puts If I’m Worried About the Market?
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Won’t this hedge the markets and protect me in case the markets go down?

Mailbag: What Should I Do About a Class Action Lawsuit Against One of My Mutual Funds?
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Is it worth it to file all the paperwork just to collect a few buck?

Money Questions: Tips for College Freshmen
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Q: Our son is headed to Virginia Tech as a college freshman. When it comes to finances, he’s clueless. What financial advice should we offer before we drop him off?

An Appetizing Investment
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High Net Worth individuals are often solicited to provide funds for a private venture such as opening a new restaurant business. Think thrice before considering investing.

Means-Test and Privatize Social Security
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If you look at Social Security as a system of taxation and redistribution, it takes from a single minority male worker and gives to married white women who never contributed. And if you look at Social Security as a forced retirement savings program, it produces such a terrible return we might as well invest in gold. Neither perspective is worth continuing. Social Security as we know it needs to be abolished.

Fee-Only Financial Planners Help You in Three Ways
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Working with a fee-only planner can help you make better financial decisions and balance current needs with future goals. The result can be financial peace of mind.

Mailbag: How Can There Be More Sellers Than Buyers?
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How can there be more sellers than buyers? Who are those “extra” sellers selling to?

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