When To Say No: 7 Investments to Avoid
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“A well-designed financial plan can get derailed by the wrong investment. Here are seven things investors can probably do without.”

World -July & August 2013 Returns
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Here are the returns for various global investments.

Northern Europe – August 2013 Returns
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In August 2013 the northern European countries did slightly worse than the EAFE Index.

Precious Metals And Mining Recovers Some In Third Quarter
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It is a small investment which you should expect to be volatile and relatively disappointing when the markets are doing well.

Six Asset Classes – August 2013 Returns
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Returns in August were negative across the board with US stocks losing the most.

Danger Of Investing In Startups: My Nephew Bart’s Donut Shop
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No matter how near and dear to your heart, investing in a startup is risky business

July 2013 Asset Class Returns
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Here is how representative ETFs from each of the six asset classes did in July 2013.

How Do I Open an Investment Account? Part 2 -Things You Can Do Tomorrow
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Here’s a walk through of the account opening process at Vanguard.

Gold And Silver Stocks Down In 2Q 2013 Along With The Metals Themselves
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Precious Metal Mining companies are leveraged against the movements of the underlying price of the metals themselves.

Real Estate Down Slightly During The Second Quarter
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Foreign real estate was down more for the quarter because the U.S. Dollar strengthened against foreign currencies.

Energy Funds Slip Slightly in 2Q 2013
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Energy is one important components of the category of Resource Stocks.

The Cost Matters Hypothesis Wins Again
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Chasing historical returns or a so called star manager is a poor investment strategy.

Some European Markets Did Better Than Global Averages During Q2 2013
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In a reversal from past trends, some European markets did better than global averages.

Emerging Markets Down During Second Quarter 2013
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Those investments which go up the most when markets are rising often go down the most when markets are falling.

Global Markets Drop During Q2 2013
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It is prudent not to have your assets all subject to a single country’s economic failure or success.

Foreign Bonds Drop As Dollar Strengthens And Interest Rates Rise
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Just because the dollar strengthens for a quarter does not mean you should abandon this strategy.

US Bonds Drop Value in 2013 Q2 As Interest Rates Rise
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Many investors don’t understand why a bond, which pays a fixed rate of interest and then at the end of the term pays a fixed amount of principle would have its price fluctuate.

What is the Best Type of S&P 500 Index?
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Rather than deciding between active or passive investing, the debate now rages about what type of index fund is best.

Selected Commentary on Resource Stocks
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Some of the monthly commentary on resource stock returns.

World Monthly Returns Index
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Some of the monthly commentary on the returns of global investments.

Emerging Market Monthly Returns Index
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Some of the monthly commentary on the returns of the emerging markets.

Asset Class Monthly Returns Index
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Some of the monthly asset class returns.

Countries With Economic Freedom Monthly Returns Index
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Here are some of the monthly returns for countries high in economic freedom.

Foreign Bond Monthly Returns Index
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Some of the monthly commentary on the returns of foreign bonds.

US Bond Monthly Returns Index
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Some of the monthly commentary on the returns of US bonds.

The 24/7 Financial News Media Machine
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“Here are a few of the things we’re worried about – and the ways in which our firm is preparing for them.”

“Different Directions” and “When Rates Rise” Market Commentary
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The U.S. stock market rose in May, while most foreign markets declined. The yield of the 10-year Treasury note rose by 37 basis points, Meanwhile global bond markets were slammed.

Four Reasons You Are Afraid of Investing
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This kitten isn’t afraid of the markets. Be more like this kitten.

Gold, Silver and Resource Stocks
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The optimum asset allocation to physical gold and silver is 0%. Instead, we recommend you use resource stocks as an inflation hedge.

Investing Ideas – Wealth Management Carnival #10
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This edition of the Wealth Management Carnival we focus on investing. We have some helpful definitions of investment vehicles and instruments, advice on what to go for and what to avoid, and all kinds of opinions on that roller coaster ride: Financial Markets.

A Blended Investments Style Can Lead to High Returns With Low Risk
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A blended investment style for all markets can lead to high returns with low risk.

ETF Trading: It’s ‘No Way to Invest’ Says Bogle
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If Bogle is against ETFs, why does Vanguard run so many of them?

Two Disclosed and One Hidden Cost of ETFs
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Expense ratios and commission prices are easily determined on brokerage or fund websites. But the third expense, the bid/ask spread, is not readily disclosed and will require some additional digging to determine.

In Praise of Mid Cap Value
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Mid-cap value should be part of any U.S. stock allocation which wants to remain invested in the markets, but is worried about potential corrections.

Three-Factor Model Goes 3D
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To understand this newest dimension to DFA’s investment strategy, you need to begin with an understanding of the three-factor model described by Eugene Fama and Kenneth French.

AAII 2013
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Follow-up information for 2013 AAII presentation “Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management.”

Review: 2012 Market Commentary
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2012 has come to a close, and 2013 is off to a good start. For those interested in reflecting on the past year, we’ve collected some 2012 year-end market commentary by Marotta Wealth Management Staff.

2012 Review: Economy & Markets
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Despite a steady diet of bad news, most markets around the world climbed the proverbial “wall of worry” to log strong returns. Major market indices around the globe delivered double-digit total returns.

2012 Asset Allocation in Review
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Asset Allocation means always having something to complain about.

Looking Ahead: Are Bonds the Next Big Bubble?
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Long-term government bonds outperformed stocks over the past 20 years ending 2011, but the next 20 years may be a very different story.

Mailbag: What Are Some Stocks that Are Undervalued as of the Beginning of 2013?
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Here are some large cap stocks with very low 12 month trailing P/E ratios.

Investing for the New Year – Wealth Management Carnival #8
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Wealth Management Carnival #8: This edition of the Wealth Management Carnival deals with investments, how-to tips, and some advice you may want to incorporate into your 2013 Resolutions.

Carnival of Passive Investing – #25 – Gingerbread House Edition
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Passive investing is like a ginger bread house, a sweet and beautiful harmonious selection of treats which work well together to build your financial house.

How To Market Time The Fiscal Cliff
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How To Market Time The Fiscal Cliff? Don’t even try.

Tax on Dividend-Paying Stocks Rising to 74%
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With the enormous increase in the taxation of dividends, high net worth investors may be tempted to abandon dividend-paying stocks entirely. This is not necessary.

The Wisdom of Jack Bogle: Part 2
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Faster is not always better. So says an energetic 83-year-old Jack Bogle, the Vanguard Group founder who has spent most of his career striving to protect the individual investor.

Jack Bogle: The Father of Passive Funds Gets Active
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I found it very interesting that Bogle directs much of his criticism at the mutual fund industry and even Vanguard itself. Bogle argues that fund companies should be doing a better job challenging the excesses of executives and corporate managers.

Investing Edition–Wealth Management Carnival #6
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This week’s carnival is concerned with investments, investing styles, and how to stay focused. There are just about as many investing philosophies as there are investors, so read a range of opinions and form your own.

Why Invest in the Emerging Markets?
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Four reasons not to abandon a brilliant allocation that includes emerging markets simply because of short term fluctuations.

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