Yearly Archives: 2013

This kitten knows money doesn’t grow on trees. Be more like this kitten.

Presenting to the American Association of Independent Investors, February 2013.

Property rights are among the characteristics most correlated with high levels of per capita gross domestic product (GDP).

Does a property owner have the right to use and dispose of his property as he sees fit even if that means he is being irrational, arbitrary, capricious, even unjust?

David John Marotta was featured on Radio 1070 WINA’s Schilling Show, discussing the coming year and what it looks like from a financial standpoint.

The recent AIG marketing campaign makes my skin crawl. In what they are calling “America’s Profit,“ AIG boasts that repayment of the bailouts created a positive return for taxpayers.

This kitten understands TANSTAAFL. Be more like this kitten.

I’d like to invite any of our subscribers in The Sunshine State to attend one of the following events as our guest.

Claims of “fair” or even “regressive” or “progressive” depend very much on what is used as the denominator.

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.

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.

This kitten always gets his 401(K) match. Be more like this kitten.

You should claim your own Social Security account online and give it a secure password before someone else does.

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

The income tax penalizes productivity, discourages hard work, and suppresses investment.

Lord Grantham, the master of Downton Abbey, continues to offer insightful financial lessons as he bumbles his wealth management responsibilities.

This kitten knows her retirement number. Be more like this kitten.

The political party platforms on gun control and gun rights for 2012.

Currently homicides are largely committed by minority men age 18 to 39 with criminal records in urban areas killing others in the same demographic.

As a financial advisor, season 3 of Downton Abbey has become the most interesting as deep-level financial tension has begun to infiltrate the Crawley family drama.

These kittens have retirement plans. Be more like these kittens.

Here are the 2008 party platforms on the environment

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The maximum income for a couple is not double what it is for a single person. Your spouse’s income can disqualify you from credits you could have received if you had not been legally married.

The maximum income for a couple is not double what it is for a single person. Your spouse’s income can disqualify you from credits you could have received if you had not been legally married.

The worst marriage penalty is for couples earning between $26,000 and $60,000 who have three or more children.

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.

Although a number of tax breaks got snuffed out by the recent tax compromise passed on January 1, the ability to make charitable contributions from IRA accounts for people older than 70 1/2 was given new life.

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.

Asset Allocation means always having something to complain about.

This kitten knows how to retire. Be more like this kitten.

Long-term government bonds outperformed stocks over the past 20 years ending 2011, but the next 20 years may be a very different story.

Stewardship suggests limits on how people ought to rule over their environment. It is not a justification for bureaucrats’ limitless rule over people.

Here are some large cap stocks with very low 12 month trailing P/E ratios.

Literally tens of thousands of employees who were once participants in an employer-sponsored retirement plan (i.e., 401(k) plan, profit-sharing plan) neglect to take their retirement money with them.

This kitten knows how to have fun for free. Be more like this kitten.

You cannot argue this increased tax is their “fair share” simply because they are married.

To fulfill the financial resolutions of spending less, living within our means, and paying off our debt, the country first needs to encourage production rather than discourage it.

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.

It’s not just Mister Spock who is living a long life. Japanese Jiroemon Kimura’s nearly 116 years, making him the oldest man in modern recorded history, is a reminder to have a retirement income plan that will last over the long haul.

This kitten boldly shares her goals with others. Be more like this kitten.