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Why Is the Regular P/E Ratio Deceiving?
on May 1, 2012
with No Comments
The highest peak for the regular P/E was 123 in the first quarter of 2009. It was much higher than the historical mean of 15, yet it was the best time in recent history to buy stocks.
The Shiller Ten-Year P/E Ratio
on April 30, 2012
with 2 Comments
What we would really like to measure are the changes in price (P) that cause a company with a good long-term track record to look relatively cheap. Economist Robert Shiller created just such a measurement.
Video: The Benefits of Having a Financial Advisor
on April 27, 2012
with No Comments
If you want to get in shape and need push in the right direction, you hire a personal trainer. If you want advice and a push in the right direction to be in good financial shape, hire a financial advisor.
$ ?s: Roth or Pre-Tax 401(k)?
on April 26, 2012
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Here is the only question you should attempt to answer: Are you paying a higher tax rate now or later?
Win the Lifelong Battle Against Procrastination and Laziness
on April 25, 2012
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“If you want an extraordinary career, stop procrastinating.”
Style Boxes and the Efficient Frontier
on April 23, 2012
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The Marotta allocation method is a proportionally weighted allocation based on the square of each Sharpe ratio. Squaring the Sharpe ratio drastically reduces asset categories in proportion to their distance from the efficient frontier.
Why NAPFA Members are Different from Goldman Sachs
on April 20, 2012
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“Today, if you make enough money for [Goldman Sachs] (and are not currently an ax murderer) you will be promoted into a position of influence.”
$ ?s: Dividend Portfolios Carry Hidden Risks (Part 2)
on April 19, 2012
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Q: Do you recommend dividend-paying stocks? If not, what investment strategy do you recommend for retirees like me who are seeking income from our portfolios?
Rebalancing Asset Classes and Subcategories
on April 18, 2012
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Diversifying your portfolio means finding assets that have value on their own merits but do not move exactly alike. Here are the principles on building and rebalancing asset classes and subcategories.
Asset Allocation and the Efficient Frontier
on April 16, 2012
with 2 Comments
Crafting portfolio asset allocations is a combination of art and engineering. Just as a blending of colors can produce cerulean, so a blending of indexes produces a unique shade of risk and return.
Subscribe and receive the free presentation: The Ten Best ETFs of 2012
on April 15, 2012
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David John Marotta presents a list of the best Exchange Traded Funds (ETFs) of 2012 and how you can take advantage of these funds in your investment portfolio.
Subscribe and stay current on the latest wealth management advice!
on April 15, 2012
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After subscribing you will receive free premium access to several video presentations.
Subscribe and receive the free presentation: 10 Money Ideas for Retirement
on April 15, 2012
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David John Marotta presents ten important wealth management ideas for those in and approaching retirement.
Subscribe so you won’t miss a single Wealth Management Carnival!
on April 15, 2012
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Subscribe so you won’t miss a single Wealth Management Carnival!
Subscribe and receive free presentation: Last Chance for a Massive Roth Conversion
on April 15, 2012
with No Comments
David John Marotta presents how to use Roth conversions, segregations and recharacterizations to put the most money where it will never be taxed again in the most tax efficient manner.