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Our Articles

Radio: Savings Waterfall for 2021
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Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.

How Should I Vote My Shares?
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You are not obligated to vote just because you own shares.

#TBT How to Report a Backdoor Roth or Nondeductible Contribution on Your Tax Return
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This 2020 article is for tax preparers of the world. If you did a backdoor Roth this year, send it to yours.

The Case for Investing in Foreign Health Care
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When reviewing our Foreign allocations, we discovered that the foreign Health Care sector has shown high risk-adjusted performance.

Never Say Debit, Despite Dave Ramsey
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The only correct answer to Debit or Credit is “Credit!”

The Market Isn’t Made Up. It Is Made.
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The value of a stock is simply what people are willing to pay for it.

2021 Performance Report for Marotta’s Gone-Fishing Portfolios (2012-2020)
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Our Gone-Fishing Portfolios are free to use portfolios that take advantage of the no-transaction-fee, low-cost ETFs or mutual funds of each major custodian. Over the years, we’ve changed the funds and the allocations as new research or securities reveal improvements.

An Overview of Marotta’s 2021 Gone-Fishing Portfolios
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A gone-fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year.

Marotta’s 2021 Gone-Fishing Portfolio Calculator
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This gone-fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2021 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone-fishing portfolio for accounts hosted at Vanguard.

#TBT How Do You Value a Gift of Stock for Taxes?
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This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.

We Added Individual Stocks to Our Foreign Allocations (January 2021)
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We believe these 26 companies will be an effective weight to add foreign healthcare to our portfolios.

2020 in Review
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Looking closer into each asset class, here’s how our top six asset classes performed between January 1 and December 31, 2020.

A Financial Planner’s Review of Instacart Grocery Pick-Up
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After trying Instacart again a handful of times, I finally decided that in-person shopping was cheaper and more effective for my family.

The Complete Guide to Funding a Custodial Roth IRA
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Here you can find our article series detailing how and why you should fund a custodial Roth IRA for your children.

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