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Our Articles

Economic Freedom Matters 2014
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Economic freedom enriches society, lifts the poor out of poverty and respects the agency and dignity of human choice.

Freedom Investing Over The Past Decade
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The portfolio of the five freedom countries has an annualized return of 11.06% over the past decade.

Radio: Prep for Financial Apocalypse
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David John Marotta was interviewed on radio 1040 WINA’s Schilling Show and talked about preparing for the coming financial apocalypse.

Marotta’s 2014 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Marotta’s 2014 Gone-Fishing Portfolio
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A gone-fishing portfolio keeps investing simple.

Marotta’s 2013 Gone-Fishing Portfolio Review
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A review of last year’s 2013 gone fishing portfolio returns.

Should We Wallow in the Rising Stock Market?
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The stock market can occasionally benefit from the misery index.

Bitcoin Trashing Makes The Case For The Gold Standard
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A return to stable money would signal the death of the bitcoin and other stores of value used as hedges against dollar mismanagement.

University of Virginia Best Plan 2014 Asset Allocation Recommendation
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Here is an asset allocation recommendation for the The University of Virginia Physicians Group 2014 BEST plan.

“Halestorm” And “Abducting Arnold” Author Interview
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Becky Akers is a free-lance writer and historian as well as the author of two novels set during the American Revolution.

Age-Based Benchmarks for 529 College Savings (2014)
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A quick chart of Age-Based Benchmarks for 529 College Savings.

How Long Should I Keep Financial and Tax Records?
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Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.

Lifetime Exclusion From Gift Or Estate Taxes
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When you die, your assets and belongings–called your “estate”–are subject to taxation, but the there is an amount under which the executor of your estate will not have to pay taxes.

The Importance Of The Investment Policy Statement
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Adherence to the fiduciary standard is all about process.

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