We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Which Rich Are You Trying to Tax?
on August 20, 2011
with No Comments
Those productive small business owners with higher earnings are a different group from the ultra-wealthy with higher net worths.
The GAO Makes A Poor Financial Advisor
on August 19, 2011
with No Comments
If the GAO were giving you investment advice they would suggest that you not participate in your 401(k) and convert at least half of your retirement savings into an annuity laden with fees and expenses.
Freedom Investing
on August 18, 2011
with No Comments
Given the dangers of worldwide sovereign debt, this may be one time when investors should continue to tilt foreign and toward specific countries.
Video: The Dangers of Immediate Fixed Annuities
on August 18, 2011
with No Comments
The returns offered by immediate fixed annuities aren’t as good as they sound. The sleight of hand in this case is the immediate loss of 100% of your principal. They are fixed for you to lose and the insurance company to win.
Motivating and Helping the Overspending Client
on August 17, 2011
with 1 Comment
Most financial planners have a difficult time helping clients reduce their spending habits and start saving.
Ronald Regan: “A Time for Choosing” (1964)
on August 16, 2011
with No Comments
Ronald Regan’s speeches, including “A Time for Choosing” (1964) are worth watching.
Weak Debt Deal Is No Solution
on August 15, 2011
with No Comments
We simply can’t spend our way into prosperity.
Weak Deal is No Solution
on August 15, 2011
with 5 Comments
Calling this a “Tea Party downgrade” might be true in one sense. There weren’t enough members of the Tea Party to overcome the stubbornness of those refusing to make real spending cuts.
The Power Of Passive Investing
on August 10, 2011
with No Comments
A study by Morningstar cited in the Journal of Indexes shows that investors under-perform the very funds they are invested in by 1.5%. Learn how that is possible and avoid that mistake.
David John Marotta Interviewed on CBS-19 After Market Drop
on August 9, 2011
with No Comments
“One of the jobs of a financial adviser is to keep people from doing things that feel like the emotionally right thing to do but statistically are the wrong thing to do.”
Radio: Weak Debt Deal and U.S. Credit Downgrade
on August 9, 2011
with No Comments
On August 9, 2011, David John Marotta appeared on 1070 WINA’s Schilling Show to discuss the weak government debt deal, the U.S. Credit downgrade, and the subsequent drop in the Stock Market.
Warren Buffett is Buying
on August 8, 2011
with 1 Comment
On the same day that the S&P 500 plunged 6.7% in reaction to the Standard & Poor’s downgrade of US sovereign debt, Bloomberg is reporting on two different headlines stating that Warren Buffet’s company, Berkshire Hathaway, is on a buying spree.
Save 20 Percent Off Your Virginia Tax Bill
on August 8, 2011
with 1 Comment
Last year people who took our advice saved literally thousands of dollars on their Virginia taxes. A dollar saved on your taxes is more valuable than a taxable dollar earned in income.
Don’t Panic, the Markets Are Inherently Volatile
on August 5, 2011
with 1 Comment
On volatile days like yesterday, I always recommend looking at longer term movements.
The Wealth Blueprint for Financial Success
on August 4, 2011
with No Comments
I was asked to speak at the Leadership Development Center at the University of Virginia’s EAN Annual Conference on Thursday, August 4th 2001. I’ve collected links to all the resources I mentioned in that talk here in one place.