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.
#TBT The Price of Listening to Dire Predictions
on April 27, 2023
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While it is always true that a recession will come eventually, shifting to bonds whenever one is predicted has serious consequences.
An Overview of Marotta’s 2023 Gone-Fishing Portfolios
on April 25, 2023
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While our 2022 update saw a number of changes, this year we only have one change.
Marotta’s 2023 Gone-Fishing Portfolio Calculator
on April 24, 2023
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This gone-fishing portfolio is our default portfolio which can be used at any custodian.
Marotta’s 2023 Vanguard Gone-Fishing Portfolio Calculator
on April 24, 2023
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We recommend this gone-fishing portfolio for investors with brand loyalty to Vanguard.
Marotta’s Gone-Fishing Portfolio: Review of 2022 Returns
on April 21, 2023
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This past year, our 2022 Gone-Fishing Portfolio beat its benchmarks.
#TBT How to Claim Your Virginia State Tax 529 Contribution Deduction
on April 20, 2023
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Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.
2026 Tax Cliff on Horizon
on April 18, 2023
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Why create tax rules which expire so soon after they are made? The answers are as frustrating as the uncertainty the sunsets create.
How Our Current Tax Brackets Compare to Historical Ones
on April 14, 2023
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How do our current tax brackets compare to historical ones? Are our taxes higher than the past? When was the most expensive time period for the U.S. income tax?
#TBT How Shrewd Investors Save on Taxes
on April 13, 2023
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This 2007 post teaches how to use both investment losses and investment gains to good tax advantage.
Four Fidelity ETFs Cheaper Than Vanguard (2022 Analysis)
on April 11, 2023
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In the past, we’ve shown some preference to Vanguard funds, but going forward we plan to show some preference to the cheaper Fidelity funds.
Is It Better to Give to a Strong Link or a Weak Link?
on April 7, 2023
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Malcolm Gladwell establishes two opposing types of problems: a strong-link problem and a weak-link problem. Which type of problem can charitable giving solve?
#TBT A Guide to the Bear Markets
on April 6, 2023
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This series on each Bear Market helps remind us that there is nothing to fear.
Are Store Credit Cards Worth The Risk?
on April 4, 2023
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In order for a store credit card to be worth consideration, it should offer cash back of somewhere near 5% and have no annual fee.
Radio: Projecting Your Own Longevity
on March 31, 2023
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On Tuesday, January 10, 2023, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about how long we should plan on living in retirement projections.
#TBT The Complete Guide to Creating an Investment Plan
on March 30, 2023
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This is a summary of the six steps required to create a well-crafted investment plan.