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Our Articles

David John Marotta speaking in Florida (February 19-21, 2013)
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I’d like to invite any of our subscribers in The Sunshine State to attend one of the following events as our guest.

Is a National Sales Tax Really Fair?
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Claims of “fair” or even “regressive” or “progressive” depend very much on what is used as the denominator.

In Praise of Mid Cap Value
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Mid-cap value should be part of any U.S. stock allocation which wants to remain invested in the markets, but is worried about potential corrections.

Three-Factor Model Goes 3D
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To understand this newest dimension to DFA’s investment strategy, you need to begin with an understanding of the three-factor model described by Eugene Fama and Kenneth French.

Financially Savvy Kittens on 401(k) Matches
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This kitten always gets his 401(K) match. Be more like this kitten.

Social Security Goes Fully Paperless
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You should claim your own Social Security account online and give it a secure password before someone else does.

AAII 2013
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Follow-up information for 2013 AAII presentation “Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management.”

Let the Income Tax Die at Age 100
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The income tax penalizes productivity, discourages hard work, and suppresses investment.

Financial Planning Lessons from Downton Abbey: Part 2
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Lord Grantham, the master of Downton Abbey, continues to offer insightful financial lessons as he bumbles his wealth management responsibilities.

Financially Savvy Kittens on Retirement in Retirement Planning
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This kitten knows her retirement number. Be more like this kitten.

Political Parties on the Gun Rights and Gun Control
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The political party platforms on gun control and gun rights for 2012.

Am I Safer If My Neighbor Has A Gun?
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Currently homicides are largely committed by minority men age 18 to 39 with criminal records in urban areas killing others in the same demographic.

Financial Planning Lessons from Downton Abbey
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As a financial advisor, season 3 of Downton Abbey has become the most interesting as deep-level financial tension has begun to infiltrate the Crawley family drama.

Financially Savvy Kittens on Retirement Plans
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These kittens have retirement plans. Be more like these kittens.

Political Parties on the Environment and Environmentalism
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Here are the 2008 party platforms on the environment

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