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.
How to Find Your Cash Balances on Schwab.com
on March 5, 2021
with No Comments
You can easily view the current available cash balance of your Schwab accounts online.
New Funds for United Kingdom, Hong Kong, and Canada
on March 2, 2021
with No Comments
We would expect the switch to Frankiln funds to save our clients 0.11% annually due to the lower expense ratio.
Radio: David Marotta on Real Estate Matters (December 2020)
on February 26, 2021
with No Comments
On December 19, 2020, David John Marotta appeared on Radio 1070 WINA’s Real Estate Matters with host Michael Guthrie.
Life Lesson #1: You Shouldn’t Need Saving
on February 23, 2021
with No Comments
No limp arms. Keep your hands up. Budget for emergencies.
Radio: Savings Waterfall for 2021
on February 22, 2021
with No Comments
Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.
How Should I Vote My Shares?
on February 19, 2021
with No Comments
You are not obligated to vote just because you own shares.
The Case for Investing in Foreign Health Care
on February 16, 2021
with No Comments
When reviewing our Foreign allocations, we discovered that the foreign Health Care sector has shown high risk-adjusted performance.
Never Say Debit, Despite Dave Ramsey
on February 15, 2021
with No Comments
The only correct answer to Debit or Credit is “Credit!”
The Market Isn’t Made Up. It Is Made.
on February 12, 2021
with No Comments
The value of a stock is simply what people are willing to pay for it.
2021 Performance Report for Marotta’s Gone-Fishing Portfolios (2012-2020)
on February 11, 2021
with No Comments
Our Gone-Fishing Portfolios are free to use portfolios that take advantage of the no-transaction-fee, low-cost ETFs or mutual funds of each major custodian. Over the years, we’ve changed the funds and the allocations as new research or securities reveal improvements.
An Overview of Marotta’s 2021 Gone-Fishing Portfolios
on February 9, 2021
with No Comments
A gone-fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year.
Marotta’s 2021 Gone-Fishing Portfolio Calculator
on February 8, 2021
with No Comments
This gone-fishing portfolio is our default portfolio which can be used at any custodian.
Marotta’s 2021 Vanguard Gone-Fishing Portfolio Calculator
on February 5, 2021
with No Comments
We recommend this gone-fishing portfolio for accounts hosted at Vanguard.
#TBT How Do You Value a Gift of Stock for Taxes?
on February 4, 2021
with No Comments
This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.
We Added Individual Stocks to Our Foreign Allocations (January 2021)
on February 2, 2021
with No Comments
We believe these 26 companies will be an effective weight to add foreign healthcare to our portfolios.