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Our Articles

Economic Lessons Learned from Chess
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I love strategy games. Many people dismiss games as a waste of time. But at their best they teach principles of cause and effect that we can use as paradigms for real life.

Rich Dad, My Father
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David John Marotta may just be an economic columnist or financial planner to you, but to me he is an amazing father and best friend. I’d like to take this opportunity to show you why he was and is so awesome.

Chess: David John Marotta vs. Edward Teller (1977) – Game 2
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Played at the age of 16 at a social gathering with theoretical physicist Edward Teller on 1977-07-09.

Chess: Edward Teller v. David John Marotta (1977) – Game 1
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Played at the age of 16 at a social gathering with theoretical physicist Edward Teller on 1977-07-09.

Money Questions: Insights on I Bonds
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Q: I am receiving some extra cash as a result of maturing CDs. I want to make a safe investment that is protected against future inflation. We do not need this money, and so I am interested to know what you think of purchasing I bonds for our grandchildren. I have heard they can be tax free if used for college.

Family Affair
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Father George Marotta and son David John Marotta were featured in an article in Financial Planning magazine.

Stop Telling Yourself These Three Financial Lies
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Most of us rationalize why we can’t get our finances together right now. Many Americans prolong these excuses during their entire working careers. Here are three lies you must stop telling yourself in order to build a solid financial foundation.

Rich Dad, Rich Daughter
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“Small changes over a long period of time make all the difference.” Learn how to teach financial wisdom to your children with Megan Marotta’s series, “Rich Dad, Rich Daughter.”

Eugene Robinson’s Idea of “Fair Share”
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Robinson’s entire arguement seems to be focused on the idea that the current max capital gains tax rate is 15% but the income tax is progressive and passes 15% at middle class incomes.

$ ?s: Divorced Spouse Social Security Benefits
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Q: My husband and I divorced several years ago, and I am about to turn 62 in December. Since my ex-husband (he’s a year older) and I parted ways, we don’t talk. Can you please explain the Social Security benefits due to a divorced spouse?

Advisers’ Two Toughest Words: ‘Save More’
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“Even the wealthy aren’t setting aside enough, but changing behavior is a struggle.”

Radio: How to Win the CNBC Million-Dollar Portfolio Challenge
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David John Marotta was featured on radio 1070 WINA’s Rob Schilling show on September 13, 2011. The topic was the CNBC million-dollar portfolio challenge, and how it does not emulate a good real-life investing strategy.

How to Win the CNBC Million-Dollar Portfolio Challenge
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CNBC’s million-dollar portfolio challenge begins next week. Participants can trade a fictional account of stocks and currency. Prizes are given over each of the 10 weeks, and then a grand prize winner is awarded a million.

Subscribe to Fee-Only Fiduciary Wealth Management Advice Today!
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Subscribe today and receive access to view Where in the World Should You Invest? video free!

Subscribe and receive the free video: “Boosting Returns through Static and Dynamic Asset Allocation”
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Think of static asset allocation as where to set your sails and dynamic asset allocation as a way to keep your balance as your boat glides and sometimes bounces through the waves.

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