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.

Subscribe to receive our weekly newsletter.


Our Articles

Radio: Third Party Payer Systems
with No Comments

David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing the economics of third party payer systems.

Mailbag: What Is The One Fund I Should Invest In?
with No Comments

Here’s how to earn a slow million.

How Do I Find An Estate Planning Attorney In My Area?
with No Comments

What is a better starting place than advertisements and phone directories?

Why Are Insurance Companies Reluctant To Cover Preventive Care?
with No Comments

Now there is absolutely no charge for a costly set of test and procedures on the all-you-can-spend preventive care buffet.

How To List A Charity As Your Beneficiary
with No Comments

There is a tax benefit to leaving some assets to your favorite charity rather than leaving it to your heirs.

Mailbox: How Can I Leave My Estate To A Charity?
with No Comments

Leaving a legacy can be a great benefit for the charity receiving the gift.

Do We Need Price Controls to Stop Exorbitant Hospital Fees?
with No Comments

After the birth of my (David’s) first child, my wife and I noticed we were being billed for a very expensive bedpan and box of tissues that we had never used.

Third-Party-Payer Markets
with No Comments

Anytime a third-party-payer system exists market forces will not hold down costs as much as they would otherwise.

Radio: The Potential for Government Thought Control
with No Comments

How much do the political parties agree that the government should be nudging people in as many ways as possible? What is the social cost of such nudging? Does it do more harm than good?

Why a Monkey Throwing Darts Could Boost Your Returns
with No Comments

Not aiming for where the money is should boost returns.

The Efficient Frontier Of Investing
with No Comments

Many investors don’t appreciate asset allocation or understand intuitively how a diversified portfolio can exceed the sum of its parts.

Why Are Canadian Drugs Cheaper?
with No Comments

Why shouldn’t we just institute price controls in America?

Misleading Statistics About Pharmaceutical Companies
with No Comments

It is difficult to reason with people who lie and mislead in their statistics because they believe that they have the moral high ground.

Radio: Beware of Government Regulation Intended to Quell Competition
with No Comments

Listen to David Marotta discuss the dangers of government regulation, especially when invited by an industry to suppress competition in the name of “safety.”

SEC Q&A: What Should I Do If the Financial Professional Claims that He or She Is “Certified”?
with No Comments

We believe that NAPFA advisors are a well sought minority of financial advisors.

1 114 115 116 117 118 119 120 210

Like what you read? Subscribe to our newsletter!