Mailbag: What Does The Shanghai Composite Being Down 32.1% Mean?
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Is it a crash or just a correction? On average, the drop from peak to trough takes 85 days and the markets have recovered after another 107 days.

How Quickly Should I Pay My Student Loans?
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For those who do not want to be investors, a fast-track repayment may be best. But for those willing to save and invest, there is a better option.

What Should I Do When They Close The New York Stock Exchange?
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Is there something I need to do today or tomorrow?

Only 20% of Advisors Avoid Active Management Strategies
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The majority of advisors make the mistake of having significant or moderate use of actively managed funds.

How to Intentionally Realize Capital Gains
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Careful tax planning can avoid much of the capital gains tax.

The Markets Are Inherently Volatile
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Most investors don’t understand what that means.

The Complete Guide to Automating Your Savings
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After automating your entire investment plan, you can save and invest without even having to watch.

Marotta’s 2015 Vanguard Gone-Fishing Portfolio Calculator
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If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

What Is The Relationship Between Turnover Rate and Returns?
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A high turnover rate is not something you want in a stock fund.

What To Do When The Stock Market Drops 1800 Points
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What should you do before a market correction? What about after? The answer is the same.

How to Select Securities
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Your investment strategy is critically important but the implementation requires wise fund selection.

Radio: Knowing When to Realize Capital Gains
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David Marotta was interviewed on the radio discussing how to figure out know when to realize capital gains and how much to realize when you do.

What Is The Correlation Of Freedom Investing?
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Should we have a “Free Countries Asset Class” or a “Foreign Stock Asset Class?”

Tax Alpha: How to Fix a Client Portfolio
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Good financial planners can be worth their weight in gold in helping clients build a tax-efficient portfolio.

Defining Your Sectors
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The process of defining your sectors is an attempt to identify the quintessential features of your strategy and formalize your selection criteria.

What Is The Relationship Between Turnover Rate And Number Of Holdings?
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The greater the number of holdings the lower the turnover rate with one surprising exception.

Do Resource Stocks Deserve Their Own Asset Class?
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Resource stocks represent one of the most interesting collections of diverse indexes as they do not always move in sync with one another.

What Is Turnover Rate?
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Beware the turnover rate. It’s much wiser to invest in funds managed by people you trust.

The Crowd Is Usually Wrong
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Stocks less frequently traded have better returns.

What Is the Correlation Between Value, Growth, Large and Small Cap Stocks?
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The higher the correlation the greater the justification to put them in the same asset class.

The Asset Allocation Within Your Asset Allocation
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It is good to take the two categories which are most similar and use them as underlying sector divisions within the same larger asset class.

Your Asset Allocation Should Be Priceless
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The value of not running out of money when making withdrawals cannot be measured.

Radio: Employment Tips for Recent Grads

David John Marotta and Megan Russell were interviewed on the radio discussing ways recent graduates can make themselves more attractive to employers in today’s tough job market.

What Is The Correlation Between US Stocks and Foreign Stocks?
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Correlations over the past year have been very low, while correlations over the past 10 years have been higher.

The Art of the Rebalancing Bonus
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Portfolio design and rebalancing is both a science and an art. Knowing that rebalancing boosts returns is useless unless you as the investor follow through.

What Is Correlation?
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The correlation between two investment is used in portfolio construction and rebalancing.

The Science of the Rebalancing Bonus
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Rebalancing can both boost returns and lower volatility, but most investors do not understanding how.

Radio Interview: Ideas for Success
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David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show discussing success, and how to structure your life for greater chances of success.

Branding, Marketing, and Selling: An Interview with Scott Deming
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Branding is so much more important than advertising.

Cost-Benefit Analysis for Financial Planning
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The cost of commission-based advisors are so hidden that you may be paying more than you realize.

Giving to a Charity to Receive an Annuity
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Every nonprofit needs to keep an up-to-date list of the types of assets that they will accept as donations.

First Quarter 2015 Returns: Our 6 Asset Classes
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Each quarter brings a different set of returns for each asset class and subcategory.

Best Credit Card for 2015
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We are not normally fans of credit card offerings, but this one might be worth using as your primary card.

Investors Greatly Undervalue Safeguarding Their Money
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Ten principles of safeguarding your money applied to the latest investment scandal.

Nobel Prize Worthy Advice On Investing
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Here’s how a good advisor should respond when you call about losses in your account.

Is Lawsuit Funding A Good Investment?
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“Lawsuit lenders do not advertise prices; they advertise convenience.”

Schwab Intelligent Portfolios: Incomplete Rebalancing Algorithm
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See our review of the two pros and nine cons of how Schwab monitors and rebalances portfolios.

Radio: Twelve Tax Planning Agenda Items To Do Before April 15
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It is better to do tax planning all throughout the year, but here are 12 things to do (or plan to do in the coming year) before April 15.

Schwab Intelligent Portfolios: Built on a Faulty Premise
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It is a great marketing campaign, and the service is a wonderful idea, but the asset allocations of SIPs aren’t actually that intelligent.

Are Socially Responsible Investing (SRI) Funds Better Investments?
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“What do you think of the idea of Socially Responsible Investing (SRI) implemented simply by investing in something like the Domini Social Equity Fund (DSEFX)?”

Jack Bogle: The Value Of An Advisor Who Sticks To A Long-Term Plan
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“Advisers need to sell their value as keeping their clients from doing the wrong thing at the wrong time.”

Did Obama Violate an SEC Regulation?
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From the blind eye of the law, this seems like a violation of SEC regulation.

Garrett Planning Network SEC Anti-Testimonial Violation
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We expect the Garrett Planning Network to quickly take down these SEC violations from their website in response.

Sheryl Garrett Should Have Distanced Herself From Obama Like The AARP
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It isn’t too late to print a retraction.

There Are No Such Things As “Fiduciary Rules”
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The principles of a fiduciary cannot be condensed into a set of rules.

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