Is ‘Sell The Bounce’ A Good Investing Strategy?
with No Comments

“Sell the bounce” is never a good strategy because of the first word.

13 Financial Actions to Consider During Market Downturns Like This
with No Comments

Market returns are out of your control. These thirteen actions are in your control.

#TBT Revisiting 2008 When The Markets Were Dropping
with No Comments

In retrospect, it is clear that it was a good time to rebalance your portfolio, selling some of the bonds that you were so glad you had and buying more of the very stocks you were so worried about.

How Can I Sleep at Night with My Assets in the Stock Market?
with No Comments

There are two critically important investment principles during retirement: 1) Stay calm and 2) Rebalance.

When Will The Markets Stop Dropping in 2020?
with No Comments

For many investors glued to the news, the global outlook appears to be perilous with no prospects of growth for the world economy.

Radio: Financial Peace in Days of Volatility
with No Comments

As the stock market trends upward, this dip in market prices can be perceived as stocks being discounted and is likely a great time to buy low.

#TBT A Short History Of Wall Street
with No Comments

Only recently has Main Street been so fully invested. This 2007 article chronicles how it all got started.

Don’t Let Politics Make You Afraid of Investing
with No Comments

Don’t let your political emotions cause you to be fearful about the economy. Those misplaced fears may impoverish your financial well-being.

#TBT Realize Some Capital Gains Each Year To Keep Taxes Low
with No Comments

There are at least four different capital gains tax rates. This 2017 article has how to minimize your tax owed at each one.

Financial Planning for Success and Significance in Retirement (LIFE007)
with No Comments

The class will be held March 19 through April 2, 2020 each Thursday from 11:00 AM to 12:30 PM at Homewood Suites in the Albemarle Room.

The Price of Listening to Dire Predictions
with No Comments

We do not try to time the markets and instead we believe it is always a good time to have a balanced portfolio.

Marotta’s 2020 Gone-Fishing Portfolio Calculators for Schwab, Fidelity, eTrade, and TD Ameritrade
with No Comments

In 2019, several custodians switched to have no transaction fees for exchange-traded funds (ETFs).

Looking Backward On Socialism: Socialism Is Intolerant
with No Comments

The space of disagreement between tolerance and intolerance is often lost in the socialist perspective.

An Overview of Marotta’s 2020 Gone-Fishing Portfolios
with No Comments

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 2020 Gone-Fishing Portfolio Calculator
with No Comments

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2020 Vanguard Gone-Fishing Portfolio Calculator
with No Comments

We recommend this gone fishing portfolio for accounts hosted at Vanguard.

#BestOf2019 – An Overview of Marotta’s 2019 Gone-Fishing Portfolios
with No Comments

Our gone-fishing portfolios are used by thousands of people, so it makes sense the article about it would be among our most popular of 2019. Our 2020 gone-fishing portfolios will come out in February.

Longest Economic Expansion In United States History
with No Comments

A long expansion is nothing to fear.

To What Benchmark Should I Compare My 2019 Returns?
with No Comments

Use the following table to look up the 2019 blended index to benchmark your returns.

Inverted Yield Curve Uninverted Without Recession
with No Comments

Investors hurt their finances more by missing out than they do by staying in.

Harvest Major Capital Losses Whenever You Have Them
with No Comments

While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.

Looking Backward on Socialism: Liberal Control Of Academia
with No Comments

The increasing monoculture within universities pushes, at least slightly, each graduating class more toward favoring socialism.

Q&A: Which Products Do You Buy and Which Do You Avoid?
with No Comments

The selection of what products we purchase or avoid for clients is based solely on what we believe gives our clients the best chance to meet their goals.

What We Can Learn From The Buffett Family Motto
with No Comments

From such changes, the millionaire mindset is built and millions are gained.

#TBT Financial Help for the New Year
with No Comments

A 2007 article that stands the test of time. This is the year you should keep your financial resolutions. Getting help from an objective advisor can provide both a powerful catalyst for action and real peace of mind.

How To Win The Virginia Stock Market Game
with No Comments

If you do compete and want to share your results with us, fill out our Contact form and let us know about your strategy. We may even write an article about you.

What To Expect Now That The S&P 500 Reached 3,200
with No Comments

On Thursday, December 19, 2019, the S&P 500 Price Index closed above 3,200 for the first time in history. What should we expect going forward?

How To Spend: Take Care Of Your Things
with No Comments

The thrift of taking care of your things is a wealthy mindset that pays off every year you don’t need to buy a replacement.

#TBT Marotta on A Christmas Carol
with No Comments

Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics. This 2003 – 2012 series uses the classic tale to illustrate different financial personalities, principles, and philosophies.

University Of Virginia Health Savings Account (UVA HSA) Investment Recommendation
with No Comments

We believe that this mix of funds should provide a timeless allocation for the HSAs of University of Virginia employees.

How To Spend: Learn To Do Without
with No Comments

The first lesson in learning how to spend is learning how to not.

Financial Planning as a Profession Turns 50 Years Old Today
with No Comments

Most professions do not know the exact day they were conceived. However, on December 12, 1969, financial planning was created and today in 2019, the profession turns 50 years old.

My Grandfather’s Journal: Don’t Be Afraid to Try
with No Comments

I agree with my grandfather that we should not be inclined to spend the rest of our lives in a rocking chair.

Calculating the Impact of Warren’s Ultra-Millionaire Tax
with No Comments

It looks like the calculator is simply wrong. It uses a 3% tax rate instead of the 6% tax rate they cite for the Elizabeth Warren’s Tax Plan.

#TBT The Happy Habits of Appreciation and Gratitude
with No Comments

This 2016 article reminds us that “there is a very simple place to start the process of changing our destiny: Each day notice the things that make you happy and try experiencing more of them.”

#TBT The Economics of a Thanksgiving Turkey
with No Comments

This 2014 article changed the way we enjoy our Thanksgiving turkeys. Turkeys have always been an interesting study for economics. Because of the consistency of their demand in America, the price of a Thanksgiving turkey can be used as an indicator of inflation. This article should give you something fun to discuss this year.

Looking Backward On Socialism: The Hypnotic Appeal Of Future Pacing
with No Comments

Our first step is not “closing our eyes and imaging it.” We need our eyes wide open analyzing each idea for its own individual costs and benefits.

What To Expect After Dow 28,000
with No Comments

On Friday, November 16, 2019, the Dow closed above 28,000 for the first time in history. What should we expect going forward?

How To Spend: Use Only Just Enough
with No Comments

Most of our regular use of items is habitual. Developing a mindset that uses less requires changing our habits.

Looking Backward On Socialism: No Such Thing As Self-Sufficiency
with No Comments

One common socialist assumption is that government collectivism is so essential for success that there is no such thing as self-sufficiency.

The Monetary Benefit of Delaying Retirement
with No Comments

Continuing to work for five more years could increase your retirement standard of living by as much as 50%.

Spam Analysis: “The Last Republican President” Warning
with No Comments

This pitch is made by Bill Shaw of Stansberry Research, the same group that brought you the perennial “Reclusive Millionaire Warns” spam article. Don’t be gullible.

Careful Records Required To Track Capital Gains
with No Comments

Keeping a careful accounting of your investment’s cost basis isn’t glamorous, but it can help you save time and money when it comes time to sell.

You Are Probably Paying Too Much For Your Mutual Funds
with No Comments

Check your own funds. You are likely paying too much for your mutual funds.

Beware Sloppy Retirement Advice
with No Comments

There are at least seven major mistakes in this advice by Wells Fargo Asset Management.

Looking Backward on Socialism: Fulfilled By Different Countries
with No Comments

Edward Bellamy’s novel “Looking Backward” moved hearts and minds, ultimately moving nations and history.

The Uncommon Average of Investment Returns
with No Comments

The markets are inherently volatile, but they have also been inherently profitable. Setting your expectations accurately can help you stay invested long enough to overlook disappointing results and experience the long-term growth you are seeking.

Looking Backward On Socialism: A Radical Denial Of Human Nature
with No Comments

One of the most common socialist assumptions is that it is possible to perfect society.

In Which Investment Vehicle Should I Stage My Spending Money?
with No Comments

Your asset allocation matters to maintaining a balance in retirement of having money for the next 5 to 7 years and keeping up with inflation for time periods of 8 years or longer.

Spam Analysis: The “Protect Your Income” Pitch of Immediate Annuities
with No Comments

Understanding the most powerful sales techniques doesn’t change the fact that they tend to work.

1 2 3 4 35

Subscribe to our newsletter!