A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.
Their attorney, New York-based Barry Lax, says the two ballplayers are the latest professional athletes abused by predatory financial advisors.
A mob boss exercises absolute control over his many followers and profits from the often criminal activities of his organization.
David John Marotta and Rob Schilling discussed the ways current policy makes college more unaffordable, and what students and parents can do about it.
Congress cannot protect you from the financial sharks who contribute to their campaigns, but they may protect the sharks.
Kenneth G. Elzinga. Ken is both a nationally renowned economist as well as a locally celebrated professor here in Charlottesville at the University of Virginia.
It is illegal to sell contacts in the United States without requiring a prescription. A Federal Trade Commission regulation provides penalties of up to $11,000 per violation.
The United States is the only country that imposes a tax on all income the company makes whether it is earned within or outside the country.
“Markets have made possible the prospect of the bulk of an economy’s population not being poor and oppressed.”
The fight is on! Everyone wants to be known as a fiduciary, but not everyone deserves the title.
Ken Elzinga writes the popular Henry Spearman mystery novels under the pen name of Marshal Jevons. We caught up with Professor Elzinga for the following interview.
These noble-sounding goals intuitively appear useful, but the federal government has only two ways to encourage change and neither of them helps in this case.
Read an excerpt from Ken Elzinga’s latest Henry Spearman mystery novel.
Here are the returns for our six Asset Classes from November 2014.
Here are the returns for our six Asset Classes from August 2014 – October 2014.
David John Marotta appeared on the radio discussing Charlottesville real estate, interest rates, and how you should not let a daunting pile of mortgage paperwork stop you from purchasing a home.
Unfortunately, Obama’s good intentions are thwarted by the economic principle formulated by banker Charles Goodhart.
“In reflecting on our experiences as advisers and investors, we’ve come up with what we believe are the key and often unspoken wants and needs of our investors.”
The average factory-farmed frozen turkey from a grocery story is sold for as little as $0.67 per pound. Economics can offer five explanations.
How to judge if your money was well spent.
Eternal vigilance is the price of liberty.
Unless McConnell is willing to risk a government shutdown, he will ultimately have to acquiesce to Obama’s wishes.
When it comes to finances, just shut your eyes and keep them closed.
Last year plans were being cancelled. This year, citizens are receiving notifications of rate hikes in the double digits. Is this really happening?
As a libertarian and former chess prodigy, I enjoyed very much an address by Gary Kasparov at the Cato Institute entitled, “The Influence of American Values.”
While I agree with the study, I don’t know that I agree with the prescribed solutions suggested.
The lottery is based on the most powerful way to motivate people and change their behavior: a variable reward in response to a specific behavior.
There is no accounting for how many heirs an account might need to be divided among in an estate plan. Here are the best practices for how to divide the estate.
The stock market is one of the few places that when things go on sale we are less likely to want to buy.
The classic conversational pastime of answering the question, “What would you do if you won the lottery?” could help you or it could hurt.
This radio interview covers the basics of what investing is, and how to think about investing, especially in U.S. Markets with a constant stream of information available.
There was an interesting article by Joseph Lisanti in Financial Planning Magazine entitled, “Should You Be Building Bond Ladders?” which read in part: As with many strategies, laddering works best for clients with sufficient assets to benefit fully from it. … Read More
What if only enough redistribution were applied so that the top 1% (or whatever top segment) has just 15% of all wealth instead of 40% or whatever it is now?
Government-run lotteries have a sordid and monopolistic past. Should we enforce a separation of sin and state?
Our brains are not wired well for handling the fluctuations in the stock market. Could a financial advisor help?
One goes to bed, while the other sits down to manage the family finances.
The Whiskey Rebellion established the sovereignty of “we the people” to tax and oppress any selected group.
Here is the number one criteria you should use in your fund screen.
Exchange funds, also know as swap funds, can provide investors with one highly appreciated security a way to trade it for an equivalently valued but more diversified portfolio.
Don’t let short term volatility ruin a brilliant long term investment strategy.
There are five ways that both you and the government could make charitable giving more significant.
A donor advised fund makes giving easier.
Keeping your donor advised fund invested could result in more benefit to the charities you support.
We must return, as much as possible, to a fee-for-service approach to health care and restore the traditional doctor-patient relationship.
The articles associated with David John Marotta’s presentation at the DC Metro chapter of the American Association of Individual Investors.
Morningstar data for the 3-year annualized returns based on style boxes shows us three interesting lessons.
We can only afford to allow others the freedom to strive against death when we are not trying collectively to subsidize it.
Individuals should be free to weight the healthcare costs and benefits, risks and savings, and make the decision that best fits their circumstances.
Again, we were asking if such screening saved insurance companies money, and the answer is, “No.”
There are several important lessons to learn from this graph.