Investment Philosophy

Is ‘Sell The Bounce’ A Good Investing Strategy?
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“Sell the bounce” is never a good strategy because of the first word.

You Are Probably Paying Too Much For Your Mutual Funds
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Check your own funds. You are likely paying too much for your mutual funds.

AAII’s Charles Rotblut on Rebalancing
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How to measure the rebalancing bonus and the benefits of staying invested after a market drop.

Many Funds Close, Others Should
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There is a science to portfolio construction. Selecting a random group of companies is just as bad as selecting a random group of funds.

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Retirement Planning

Financial Planning for Success and Significance in Retirement (LIFE007)
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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.

Save More Even If It Is Less Than You Should
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No matter how small your savings, those small changes have large effects over time.

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

Q&A: Where to Stash Extra Savings?
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“After all this savings, I have about $3,000 per month left to save somewhere. Where should I save it?”

 

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Tax Planning

 

13 Financial Actions to Consider During Market Downturns Like This
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Market returns are out of your control. These thirteen actions are in your control.

Contribute As Much As You Can to a 457 Plan
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If your employer offers a 457 plan, consider taking advantage of the ability to shelter more money each year from taxes in a Roth account.

Radio: Checklist for Reviewing Your Tax Return
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On Tuesday, March 12, 2019, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss how to do your own tax review.

Taxing Capital Gains Unfairly Taxes Inflation
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Punishing people for inflation is neither fair nor good economic policy.

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Budgeting

For Recent Graduates: How to Handle Your Paycheck Like a Boss
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Financial security is an amazing feeling, so why not live your life knowing you are prepared for life’s expenses and can plan ahead for all your future goals.

What We Can Learn From The Buffett Family Motto
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From such changes, the millionaire mindset is built and millions are gained.

How To Spend: Take Care Of Your Things
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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.

How To Spend: Learn To Do Without
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The first lesson in learning how to spend is learning how to not.

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Various Topics

Retirement Wisdom (The Series)
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In 2004, David Marotta wrote a seven part series originally titled “Retirement Wisdom.” The series explained the the seven principles to reaching your retirement goals.

How to Implement Basic Investment Strategies
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In 2009, David Marotta wrote a five-part article series for the Charlottesville Business Journal covering basic investment strategies. Its advice is still relevant today.

How to Budget for Emergencies (The Series)
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It is possible to be prepared for financial emergencies by living 10% more frugally and saving for the inevitable eventuality.

What is the Correlation of the Asset Classes?
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Asset classes are best defined by looking at the correlation of their returns. These four 2015 articles take a close examination at the three appreciation asset classes.

The Do-It-Yourself Checklist: Account Set Up
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How to go from where you are now to being one of our clients under our “Do-It-Yourself” service level.

Your Investment Manager’s Politics Matter (Where Markets Fail Series)
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An investment manager who is “at times a soft socialist” like Voss will be more likely to engage in active management, market timing, and gambling on individual stocks.

Remembering June 5, 2013
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On this day in 2013, Snowden revealed the U.S. government was actively pursuing the constant surveillance of everyone’s digital life.

A Guide to the Bear Markets
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I have gradually been writing a series of articles on each Bear Market to show how quickly they correct and how high the subsequent Bull Market rises.

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