Articles

Before you spot a single Ivy League or big-name private school, public campuses grab 17 of PayScale’s first 18 spots. Leading is Georgia Tech’s 13.9% return on investment. Next is the University of Virginia’s 13.3%.

To solve the deficit reduction riddle, Obama reportedly is embracing an idea that purports to raise tax revenue without a tax hike and claims to cut Social Security outlays without cutting benefits. Better check your wallet.

Despite assurances to the contrary, a segment of hedge funds still has up to $100 billion locked up and won’t allow redemptions.

International bonds now make up more than 35% of the world’s investable assets, and yet many domestic investors have little or no exposure to these securities.

On Tuesday, July 12, 2011 from noon-1pm, David John Marotta was interviewed on radio 1070 WINA’s Rob Schilling Show. The topic was the battle between Amazon.com and the state of California over taxation.

Hard assets have been one of the most significant asset classes over the last decade. From all indications, it will continue to be a critically important investment category to protect your portfolio from the effects of inflation and the continuing devaluation of the U.S. dollar.

This article from Donald Jay Korn for Investor’s Business Daily describes the benefits of advance tax planning to reduce the tax bite that is inevitable as you grow older and required minimum distributions (RMDs) become a larger portion of your retirement account.

Last month the Obama administration announced it would release 30 million barrels of oil, the largest ever, from the U.S. Strategic Petroleum Reserve. Only those without an understanding of basic economics would applaud such a move.

David Marotta discusses why real estate should be part of a portfolio asset allocation.

Even in our gone-fishing portfolios we suggest investing more overseas than in the United States. For most investors, foreign stocks will be their largest and most important allocation. Including the right mix of foreign stocks will help you relax and go fishing no matter which foreign seas are in turmoil.

On Jun 21, 2011, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss which countries to avoid investing in, or to underweight, due to high debt and deficit and low economic freedom.

David Marotta discusses avoiding countries with high debt and deficit.

Creating a gone-fishing portfolio begins with a top-level asset allocation. We use six asset categories. The three for stability are short money (maturing in less than two years), U.S. bonds and foreign bonds. The three asset categories we use for appreciation are U.S. stocks, foreign stocks and hard asset stocks.

Americans seem to be divided on the importance of raising the U.S. debt ceiling. Regardless of your personal politics, avoid investing in countries that cavalierly allow their debt and deficit to balloon.

Summer is almost here. It’s time to go fishing or take a trip or do wherever else you enjoy while on vacation. Unless your interests lie in investment management or you have a trusted fiduciary watching over your investments, consider having a portfolio designed to allow you more time to relax.