Articles

Recently, we lowered the duration of our U.S. Bond portfolio and increased the amount which is inflation protected. This article explains the reasons for this change.

For people of all ages, we recommend creating a “my Social Security” account today so that someone else doesn’t create an account for you.

There are many choices for an HSA custodian, but we like to recommend HSA Bank because it allows you to custody funds for investment at TD Ameritrade.

Home bias is the tendency of investors to invest a majority of their assets in companies domiciled in their home country. Recency bias is the tendency for humans to believe that what has happened recently will continue to happen in the future.

While many have been following the domestic returns and recovery, fewer investors know how well foreign investments did this past year.

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.

The cost of a second home is large. Large enough that it can ruin your retirement plan.

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.

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.

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.

Even if the world was ending, I still want to have a mortgage.

In this talk, David demonstrates how Roth conversions can be extremely valuable even if a client is always in the same tax bracket.

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.

By decoupling your standard of living from the size of your income, you have taken the first step toward financial freedom.

An entrepreneur is valued for innovation. To innovate almost always requires failure first.