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.
I Bonds vs. TIPS: What is the Difference?
on August 12, 2022
with No Comments
Both are U.S. debt obligations which are adjusted by the Consumer Price Index, but they do so very differently.
Home Bias or Foreign Bond Funds?
on August 9, 2022
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Home bias is the tendency of investors to invest a majority of their assets in companies domiciled in their home country.
Are Recessions a Real Thing?
on August 5, 2022
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Regardless of which it is and whether we are in a recession, it is always a good time to have a balanced portfolio.
Radio: Dangers of Seeking Utopia
on August 4, 2022
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On Tuesday, April 12, 2022, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about dangers of seeking utopia and the sinfulness of humanity.
Avoid the Publishers Clearing House Scam
on August 2, 2022
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Protecting you from elder fraud is just one of the many services we can offer as a part of comprehensive financial planning.
Q&A: Why Do You Have So Many Links In Your Articles?
on July 29, 2022
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This is why we say: We have no secret ingredient at Marotta Wealth Management.
#TBT The Value of Systematic Roth Conversions
on July 28, 2022
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In this video, David used examples from our tax planning service to demonstrate what a Roth conversion plan might look like and how systematic Roth conversions can create a higher after-tax net worth in the future.
The Math of Billing Retirement Accounts
on July 26, 2022
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We advocate for billing traditional IRAs to themselves but billing Roth IRAs to a taxable brokerage account. Here is the math of why.
Protect Yourself By Silencing Unknown Callers
on July 22, 2022
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This process works as the people in your contacts list are probably not scammers.
#TBT Four Reasons to Rebalance
on July 21, 2022
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This post reminds us that there are at least four reasons to rebalance where the benefit can be demonstrated or measured.
The Difference Between Roth Conversions, Contributions, and Deferrals
on July 19, 2022
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It is important to know the difference between these techniques to make sure you are maximizing your retirement savings.
Freedom Investing in Review (June 2022)
on July 15, 2022
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This quarter, we saw that in 1-year returns ending June 30, 2022, Developed Freedom Investing had a -1.19% disadvantage, Emerging Market Freedom Investing had a +0.46% advantage, and Overall Freedom Investing had a -0.12% disadvantage.
#TBT Open a Roth IRA Today or Regret It Later
on July 14, 2022
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Roth IRAs have one weakness, but the remedy is to have opened and funded your Roth more than 5 years ago. So do it today!
A Closer Look at Freedom 100 Emerging Markets ETF (FRDM)
on July 12, 2022
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FRDM is interesting, but using our country specific funds plus a low cost Vanguard Emerging Market fund allows us to emphasize freedom for as low a cost as possible.
Big Mac Index Shows Official CPI Under Reports Inflation (2022)
on July 8, 2022
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I decided to see if McDonald’s famous burger was still appreciating faster than the CPI. It has been.