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Our Articles

Behavioral Finance: Mental Accounting
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The essence of successful financial planning is using your money to meet your life’s goals. Curiously our minds tend to fall prey to the fallacy that behavioral finance calls “mental accounting”.

Behavioral Finance: Anchoring
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Our first reaction to a complicated situation, usually instinctive, often does not serve our best interests. One heuristic that the brain uses to solve complex evaluations is to make an initial guess and then adjust from that point. This mental process is called “anchoring.”

Foreign Freedom Investing 2008
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You can both diversify for safety and boost your returns by adding international investments to your portfolio.

Rebalance Accounts Regularly
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A year ago when the markets were all setting new highs, people were asking what they should do with their retirement portfolio. I answered, “Rebalance.” Now that the market is setting new lows, I get the same question, and my response hasn’t changed.

Inflation Part 3: Protecting Yourself Against Inflation
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You can hedge your assets against underreported inflation and protect your retirement goals.

Inflation Part 2: The Results of Underreporting Inflation
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Inflation at this rate causes serious harm to our nation’s economy and its citizens.

Inflation Part 1: How the Government Lies About Inflation
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Officially, inflation today is calculated about 4%. Unofficially, it is over 7%.

Radio: Retirement, Are You Ready?
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David Marotta discusses retirement and how to avoid several common pitfalls in planning for the last 30 years of your life.

Maximum Safe Withdrawal Rates in Retirement
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Certain assumptions such as maximum safe withdrawal rate are critical in order not to compromise a long and successful retirement.

Taking Early Retirement Withdrawals
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Eight exceptions to the age 59.5 rule allow for penalty-free withdrawals.

That Rebate Check Could Ruin Your Retirement Part 2
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You can’t spend money apart from your lifestyle because that’s the definition of lifestyle.

Tax Rebates Are a Losing Proposition Part 1
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Tax rebate stimulus checks are a cheap and inefficient gimmick.

Radio: Secrets of Financial Harmony in Marriage
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How to structure your finances to love and respect your spouse.

Subprime Lending
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The subprime mortgage meltdown has cost the world 15% of its market capitalization, about $9 trillion. The primary culprit who caused all of this financial loss, pain and suffering is not the mortgage companies.

First Quarter Review 2008
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Systemic problems in your portfolio will continue even after the markets rebound.

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