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.
Safeguard #1: Do Not Allow Your Advisor to Have Custody of Your Investments
on January 12, 2009
with No Comments
I was recently asked if investors should trust their financial advisors. And my short answer, you may be surprised to hear, was no. Your financial advisor should not also have custody of your investments.
Financial Resolutions for the New Year – 2009
on December 29, 2008
with No Comments
Every year many of us make New Year’s resolutions and then can’t follow through because we claim we’re too busy.
A Christmas Sermon
on December 22, 2008
with No Comments
Christians celebrate the birth of Jesus on Christmas Day. But for too many of us, it’s the season that unravels the careful financial planning of the previous 11 months. So this year, instead of trading your financial goals for a mountain of gifts and debt, take a moment to contemplate how a spiritual perspective can help you put your wealth in perspective.
Financial Time Perspective
on December 15, 2008
with No Comments
Philip Zimbardo’s latest book, “The Time Paradox” suggests that understanding your own time perspective may help you unlock the secrets of financial freedom. In other words, how we think determines who we are and what we do.
Radio: Financial Time Perspective
on December 9, 2008
with No Comments
David Marotta discusses how our time perspective influences our lives.
Owners of Second Homes: Beware of New Tax Laws
on December 8, 2008
with No Comments
A shortage of people are buying real estate and we’ve passed a one-per-customer tax incentive law.
When Will The Markets Stop Dropping?
on December 1, 2008
with No Comments
There is always a day of reckoning when people use debt to leverage their investments.
Dropping the Baton in Estate Titling
on November 24, 2008
with No Comments
How you “title” the property you own is a lot more important than you might think. Failure to title your assets properly could undo the best will and trust planning that money can buy.
Marotta Advisors Join NAPFA Bus In Richmond, Virginia
on November 20, 2008
with No Comments
Fee-Only financial advisors will be in cities across the country to conduct free advice events.
Keep Christmas Your Own Way
on November 17, 2008
with No Comments
This year, give your family the gift of financial peace of mind. Celebrate the season simply.
Radio: Keeping Christmas Your Own Way
on November 17, 2008
with No Comments
David Marotta discusses celebrating Christmas.
Give Generously During Hard Times
on November 10, 2008
with No Comments
For charity to be a virtue, it must be freely given from your own resources.
The Assault on Free Markets
on November 3, 2008
with 1 Comment
Free markets are under assault in America. We have seen much hyperbole and slander in these past two years of political polarization. But the idea of capitalism and free markets has received more negative campaigning and vicious attack than both candidates combined.
Avoiding Another Lost Decade
on October 27, 2008
with No Comments
But if you were invested in a balanced portfolio, you did not lose this past decade.
Part 2: Privatization Could Fix Social Security
on October 20, 2008
with No Comments
Privatization eliminates benefits for those who can do better with 5% of their payroll taxes than the government does with the entire 12.4%.