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.
Do Investors Deserve to Make Money?
on September 1, 2013
with No Comments
When I work my 9 to 5 job and earn a paycheck, I receive a paper certificate I can trade in for the real reward of my labor. But why do investors get a reward?
Retirement Planning
on August 29, 2013
with No Comments
Retirement Planning is perhaps the single most important goal of comprehensive wealth management.
Power Fund a 529 Account Via ‘5 Year Election’ in 2013
on August 28, 2013
with 3 Comments
Investing a large lump sum amount into a college 529 savings plan using a special ‘5 year election’ can offer substantial tax savings.
Radio: Is Obamacare Responsible for a Jobless Recovery?
on August 27, 2013
with No Comments
David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing Obamacare and the healthcare law’s trickle-down effect.
Natural Rights: Is the Only Moral Code Legal Entitlement?
on August 25, 2013
with 5 Comments
A recent letter from a reader expressed the claim that there is no such thing as natural rights. Could he be right?
Is There A Biological Basis For Human Rights?
on August 24, 2013
with 9 Comments
An unprovoked attack is always wrong everywhere, but can a law professor and attorney-at-law prove the biological basis for their field?
Northern Europe -July 2013 Returns
on August 23, 2013
with No Comments
Sweden appreciated 11.02% during the month.
Danger Of Investing In Startups: My Nephew Bart’s Donut Shop
on August 21, 2013
with No Comments
No matter how near and dear to your heart, investing in a startup is risky business
What’s The Big Deal About Privacy?
on August 20, 2013
with No Comments
NPR writer Alva Noë says privacy is unimportant, but from the very start of his argument Noë is confused about what privacy is.
Is Libertarianism Incompatible with the Fact that Humans Are Social Animals?
on August 19, 2013
with No Comments
Here is one way not to argue against Libertarianism.
Is Obamacare Responsible for a Jobless Recovery?
on August 18, 2013
with 6 Comments
Three part time employees equals two full time employees while avoiding $4,000 in annual fines.
Marotta’s 2013 Gone-Fishing Portfolio Calculator
on August 16, 2013
with No Comments
A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.
Marotta’s 2013 Gone-Fishing Portfolio
on August 16, 2013
with No Comments
A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility. Its primary appeal is simplicity. As a secondary virtue, it avoids the worst mistakes of the financial services industry.
How Quickly Should 401(k) Deposits Be Remitted?
on August 15, 2013
with No Comments
As the payroll processor at our company, how quickly do I need to deposit 401(k) contributions into employee accounts? -Sincerely, Payroll Pam
Is Your 401(k) Plan Secure?
on August 14, 2013
with No Comments
Money deducted from your paycheck for retirement typically gets deposited quickly into your 401(k) plan. But this isn’t always the case.