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.

Subscribe to receive our weekly newsletter.


Our Articles

Subscribe to Rich Dad, Rich Daughter Today!
with No Comments

Subscribe to Rich Dad, Rich Daughter today!

Subscribe to Marotta On Money Today!
with No Comments

Subscribe today and receive access to view Where in the World Should You Invest? video free!

The Hedging Game
with No Comments

“Structured products’ risk-reward ratio is worse than you think.”

Test Before You Invest
with No Comments

Q: I am 53 years old and have never invested in the stock market. I have inherited $150,000 from a family member, and my son is recommending that I invest this money in the market. Do you agree?

Market Skid May Prompt Roth IRA ‘Do-Overs’
with No Comments

Marotta’s Roth segregation technique of conversion and recharacterization was featured in InvestmentNews magazine.

Libertarians Should Invest More Down Under
with 1 Comment

Libertarians and economists both recognize that countries with more economic freedom experience higher gross domestic product (GDP) growth. That growth translates into higher stock returns for investors savvy enough to look for governmental fiscal restraint rather than government stimulus.

Mailbag: Should I Buy Puts If I’m Worried About the Market?
with No Comments

Won’t this hedge the markets and protect me in case the markets go down?

Mailbag: What Should I Do About a Class Action Lawsuit Against One of My Mutual Funds?
with No Comments

Is it worth it to file all the paperwork just to collect a few buck?

Money Questions: Tips for College Freshmen
with 1 Comment

Q: Our son is headed to Virginia Tech as a college freshman. When it comes to finances, he’s clueless. What financial advice should we offer before we drop him off?

An Appetizing Investment
with No Comments

High Net Worth individuals are often solicited to provide funds for a private venture such as opening a new restaurant business. Think thrice before considering investing.

Means-Test and Privatize Social Security
with 2 Comments

If you look at Social Security as a system of taxation and redistribution, it takes from a single minority male worker and gives to married white women who never contributed. And if you look at Social Security as a forced retirement savings program, it produces such a terrible return we might as well invest in gold. Neither perspective is worth continuing. Social Security as we know it needs to be abolished.

Fee-Only Financial Planners Help You in Three Ways
with No Comments

Working with a fee-only planner can help you make better financial decisions and balance current needs with future goals. The result can be financial peace of mind.

Mailbag: How Can There Be More Sellers Than Buyers?
with No Comments

How can there be more sellers than buyers? Who are those “extra” sellers selling to?

The Rebalancing Premium
with No Comments

When choosing between two bond funds with similar returns to team with a stock fund, choose the bond fund with lower correlation with the stock fund you’re selecting

Neither Rationale for Social Security is Working
with 3 Comments

Social Security has been called the third rail of politics. Good thing I’m not a politician. Someone has to make the tough decisions.

1 173 174 175 176 177 178 179 210

Like what you read? Subscribe to our newsletter!