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.
The Effective Rule of Law Propels Prosperity
on February 19, 2013
with No Comments
Property rights are among the characteristics most correlated with high levels of per capita gross domestic product (GDP).
Are Property Rights Human Rights?
on February 17, 2013
with 1 Comment
Does a property owner have the right to use and dispose of his property as he sees fit even if that means he is being irrational, arbitrary, capricious, even unjust?
Radio: Financial Forecast for 2013
on February 16, 2013
with No Comments
David John Marotta was featured on Radio 1070 WINA’s Schilling Show, discussing the coming year and what it looks like from a financial standpoint.
Bailing out the Boneheads
on February 14, 2013
with 3 Comments
The recent AIG marketing campaign makes my skin crawl. In what they are calling “America’s Profit,“ AIG boasts that repayment of the bailouts created a positive return for taxpayers.
Financially Savvy Kittens on Basic Economics
on February 13, 2013
with No Comments
This kitten understands TANSTAAFL. Be more like this kitten.
David John Marotta speaking in Florida (February 19-21, 2013)
on February 12, 2013
with No Comments
I’d like to invite any of our subscribers in The Sunshine State to attend one of the following events as our guest.
Is a National Sales Tax Really Fair?
on February 10, 2013
with 3 Comments
Claims of “fair” or even “regressive” or “progressive” depend very much on what is used as the denominator.
In Praise of Mid Cap Value
on February 8, 2013
with No Comments
Mid-cap value should be part of any U.S. stock allocation which wants to remain invested in the markets, but is worried about potential corrections.
Three-Factor Model Goes 3D
on February 7, 2013
with 1 Comment
To understand this newest dimension to DFA’s investment strategy, you need to begin with an understanding of the three-factor model described by Eugene Fama and Kenneth French.
Financially Savvy Kittens on 401(k) Matches
on February 6, 2013
with No Comments
This kitten always gets his 401(K) match. Be more like this kitten.
Social Security Goes Fully Paperless
on February 5, 2013
with No Comments
You should claim your own Social Security account online and give it a secure password before someone else does.
AAII 2013
on February 4, 2013
with No Comments
Follow-up information for 2013 AAII presentation “Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management.”
Let the Income Tax Die at Age 100
on February 3, 2013
with 2 Comments
The income tax penalizes productivity, discourages hard work, and suppresses investment.
Financial Planning Lessons from Downton Abbey: Part 2
on January 31, 2013
with 1 Comment
Lord Grantham, the master of Downton Abbey, continues to offer insightful financial lessons as he bumbles his wealth management responsibilities.
Financially Savvy Kittens on Retirement in Retirement Planning
on January 30, 2013
with No Comments
This kitten knows her retirement number. Be more like this kitten.