We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
The Science of the Rebalancing Bonus
on May 3, 2015
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Rebalancing can both boost returns and lower volatility, but most investors do not understanding how.
The A’s of Government (2012 Budget)
on May 1, 2015
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This is a complete list of the budgets and purposes of the federal agencies that begin with the letter A.
Looking Beyond the Bottom Line
on April 29, 2015
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The Principles for Responsible Investment is leveraging its network in noteworthy ways.
Radio Interview: Ideas for Success
on April 27, 2015
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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.
Can I Contribute to a Roth IRA?
on April 24, 2015
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How do you know if you can contribute to a Roth IRA? See this flowchart for answers.
Why Liberals Should Hate Real Estate Taxes
on April 23, 2015
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Taxes hurt ordinary folks before the extraordinary ones, and it can hurt them badly.
Three Insights About Bad 401(k) Plans From Recent Lawsuit
on April 22, 2015
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“America’s leader in financial planning” is ill-serving its own employees.
Branding, Marketing, and Selling: An Interview with Scott Deming
on April 21, 2015
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Branding is so much more important than advertising.
Cost-Benefit Analysis for Financial Planning
on April 19, 2015
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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
on April 16, 2015
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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
on April 15, 2015
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Each quarter brings a different set of returns for each asset class and subcategory.
Best Credit Card for 2015
on April 14, 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.
How to Be a Good Executor
on April 10, 2015
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You’ve been named the executor of a relative’s will – now what?
Investors Greatly Undervalue Safeguarding Their Money
on April 9, 2015
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Ten principles of safeguarding your money applied to the latest investment scandal.
Nobel Prize Worthy Advice On Investing
on April 8, 2015
with No Comments
Here’s how a good advisor should respond when you call about losses in your account.