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.
Radio: Lessons From 2020 About Government Regulation
on April 16, 2021
with No Comments
On Tuesday, May 12, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to discuss government regulations which made it more difficult for the free markets to cope with COVID-19.
Don’t Let A Second Home Ruin Your Retirement
on April 13, 2021
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The cost of a second home is large. Large enough that it can ruin your retirement plan.
A Review of the Effective Altruist Charitable Giving Strategy
on April 12, 2021
with No Comments
While there may be ineffective charities which still deserve your support, this process may reveal ways that we can encourage ourselves, our charities, and our charitable giving to do better.
How to Avoid Scams
on April 9, 2021
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It is difficult to know which sites to trust, but it is easy to know that someone is violating one of the eight safeguarding your money standards or can’t answer the ten questions to ask a financial advisor.
#TBT Is My House an Investment?
on April 8, 2021
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For most families, the largest purchase they make will be their house. This 2011 post reminds us that the house you and your family live in is not an investment, but real estate can be.
Should I Pay Off My Mortgage?
on April 6, 2021
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Even if the world was ending, I still want to have a mortgage.
Video: The Value of Systematic Roth Conversions
on April 5, 2021
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In this talk, David demonstrates how Roth conversions can be extremely valuable even if a client is always in the same tax bracket.
Zero Steps To Take Before Contacting a Financial Advisor
on March 30, 2021
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Don’t delay getting your finances in order until you get your finances in order. Ask for help today and see what wisdom a financial advisor has to share.
How to Implement The Automatic Millionaire Technique at Schwab
on March 29, 2021
with No Comments
By decoupling your standard of living from the size of your income, you have taken the first step toward financial freedom.
How to Foster Your Child’s Inner Entrepreneur
on March 26, 2021
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An entrepreneur is valued for innovation. To innovate almost always requires failure first.
Troubles With 401(k) Plans Run By Salespeople
on March 23, 2021
with No Comments
The worst cause of employer stress is the fact that there exist many financial salespeople who offer plans which benefit themselves at excessive cost to the employer and their employees.
Life Lesson #2: You Are An Adult Now
on March 22, 2021
with No Comments
Graduate yourself from a childish mindset to that of an adult.
Q&A: Can Someone Else Gift to My Roth IRA?
on March 19, 2021
with No Comments
This is a common confusion with Roth IRAs.
An Overview of Our Allocation Changes (March 2021)
on March 16, 2021
with No Comments
We are constantly reviewing our portfolios’ asset allocations in order to bring them more in line with our Investment Committee’s best practices. Here is a summary of our recent changes.
2021 Index of Economic Freedom: Taiwan
on March 15, 2021
with No Comments
This means that in addition to the overall Emerging Market funds, we will have country-specific Emerging Market allocations to both Taiwan and Chile.