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Style Boxes and the Efficient Frontier
on April 23, 2012
with No Comments
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
with No Comments
“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
with No Comments
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
with No Comments
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
with No Comments
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
with No Comments
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.
Mailbag: Should I Pay Off My Mortgage Early?
on April 13, 2012
with No Comments
Some say don’t make extra payments, take the tax deduction. Others say you need to be debt free.
$ ?s: Dividend Portfolios Carry Hidden Risks (Part 1)
on April 12, 2012
with No Comments
Dividend investors are too easily lulled into the temporary comforts of portfolio income.
Capital Gains Tax Rising
on April 11, 2012
with 4 Comments
Starting in 2013, pending further legislation, the capital gains tax will go up to 20%.
George Marotta Featured in Reuters Article by Linda Stern
on April 10, 2012
with No Comments
The 85-year-old Palo Alto patriarch has turned helping his 10 grandchildren into a hobby that has paid off for multiple generations.
The Efficient Frontier
on April 9, 2012
with No Comments
The efficient frontier measures all investments on a scale of risk and return. Risk is commonly placed on the x-axis, and return is placed on the y-axis.