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.

Subscribe to receive our weekly newsletter.


Our Articles

Radio: Why I Lean Libertarian
with No Comments

David John Marotta was featured on radio 1070 WINA’s Rob Schilling show on November 8, 2011. The topic was why David leans libertarian, an appropriate topic for Election Day 2011.

Rich Dad, Creative Daughter
with No Comments

One reason that many people buy things that they could have done without is “functional fixedness.” Teach children to prevent unnecessary purchases by making efforts to help them see other possible uses of owned objects.

David John Marotta Receives Write-In Votes in Local Elections
with 1 Comment

I was flattered to learn that I received several write in votes from among those dissatisfied with the choices presented on the ballot.

The Lowdown on HSAs ($ ?s)
with No Comments

Q: It’s annual enrollment time, and my employer is now offering a health insurance plan with a $3,500 deductible and otherwise similar benefits as an alternative to our conventional HMO health plan. What do you recommend I do?

Ratio Of Takers To Givers Reaches A Tipping Point
with No Comments

This is what makes the stock market in some countries better than others. Make sure that you understand freedom investing for your portfolio.

Why I Lean Libertarian, Part 1
with 2 Comments

My youthful utopian idealism gave way slowly to my present midlife perspective. My life’s philosophical and experiential odyssey overturned many of my presuppositions. I learned over time that many of society’s assumptions are provably false. But it took courage to integrate this radical reevaluation of life.

Rich Dad, Discerning Daughter
with No Comments

My dad taught me the opportunity cost of a Barbie airplane, or what alternative opportunities I would be giving up when I bought it, like buying twelve Barbies.

Grover Cleveland, The Last Libertarian President
with No Comments

“If free-market advocates could resurrect a U.S. president to deal with today’s problems, many would choose Grover Cleveland.”

$ ?s: Am I On Track to Retire at 65?
with No Comments

I’m turning 45 this year and the reality is hitting me that I am now about halfway through my working career. Am I on track to retire at age 65?

Libertarian Month
with No Comments

November 2011 is Libertarian politics month. Libertarians are as diverse as the Democrat or Republican Party.

Is My House an Investment?
with 1 Comment

Just because something costs a lot doesn’t mean it is an investment. An investment is something that pays you money.

Rich Dad, Wise Daughter
with No Comments

For cheap or limited edition items, desire needs to undergo a trial other than the test of time and the Wait a Week principle should be modified.

Building A Rich Defense
with No Comments

Multifamily offices and private banks see an increasing need for self-defense programs that help protect their wealthy clients.

Money ?s: Shorting Uncle Sam’s Debt
with No Comments

Q: Is it now time to short Treasuries? What do you think about using inverse ETFs to play the inevitable bear market for U.S. bonds?

Mailbag: Which is Better, Vanguard Mutual Funds or ETFs?
with No Comments

There are four minor advantages to using exchange traded funds instead of mutual funds.

1 167 168 169 170 171 172 173 208

Like what you read? Subscribe to our newsletter!