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Our Articles

Five Lessons from the Whiskey Rebellion
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The Whiskey Rebellion established the sovereignty of “we the people” to tax and oppress any selected group.

Active vs. Passive: Where Money’s Flowing
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Here is the number one criteria you should use in your fund screen.

How To Diversify Highly Appreciated Stock
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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.

Driving Emotions From Your Investment Process: A 12-Step Program
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Don’t let short term volatility ruin a brilliant long term investment strategy.

Appreciating Donor Advised Funds
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There are five ways that both you and the government could make charitable giving more significant.

What Asset Allocation Should I Have For My Schwab Donor Advised Fund?
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Keeping your donor advised fund invested could result in more benefit to the charities you support.

How Can We Make Medical Insurance Affordable?
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We must return, as much as possible, to a fee-for-service approach to health care and restore the traditional doctor-patient relationship.

AAII 2014
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The articles associated with David John Marotta’s presentation at the DC Metro chapter of the American Association of Individual Investors.

Style Box Annualized Returns For The Past Three Years
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Morningstar data for the 3-year annualized returns based on style boxes shows us three interesting lessons.

Why Do Physicians Permit, If Not Encourage, Futile Medical Care?
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We can only afford to allow others the freedom to strive against death when we are not trying collectively to subsidize it.

Radio: More on the Economics of Healthcare
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Individuals should be free to weight the healthcare costs and benefits, risks and savings, and make the decision that best fits their circumstances.

Mailbag: Screenings Useful in Cancer Fight
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Again, we were asking if such screening saved insurance companies money, and the answer is, “No.”

Real Returns Favor Holding Stocks
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There are several important lessons to learn from this graph.

Skin in the Game of Health Care
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“Shouldn’t patients and their families have some skin in the game as a brake on the profligate spending of other people’s money for health care?”

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