Articles

Crazy volatile markets push people toward irrational investment schemes. Know how to avoid them in order to safeguard your money.

An overwhelming number of failed marriages cite financial troubles as a major factor in their breakup. This is no surprise because the way we use our time and money reflects our values. Without a strong set of shared values, marriages drift apart. But, dealing with finances together can bring a couple closer. Here are seven principles of how you can build wealth and your marriage.

One important safeguard is to insist on investing only in liquid assets. Investors undervalue liquidity 99.9% of the time. You need to be in the other 0.1%.

There are several investment safeguards you should insist on. One is to avoid any investment opportunity that sounds too good to be true.

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.

Every year many of us make New Year’s resolutions and then can’t follow through because we claim we’re too busy.

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.

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.

David Marotta discusses how our time perspective influences our lives.

A shortage of people are buying real estate and we’ve passed a one-per-customer tax incentive law.

There is always a day of reckoning when people use debt to leverage their investments.

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.

Fee-Only financial advisors will be in cities across the country to conduct free advice events.

This year, give your family the gift of financial peace of mind. Celebrate the season simply.

David Marotta discusses celebrating Christmas.