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.
A Surprising Lesson from the COVID Quarantine
on August 14, 2020
with No Comments
Yes, we are merely human, but our ideas and our analysis are powerful.
Looking Backward on Socialism: Free College Education For All
on August 13, 2020
with No Comments
On Tuesday, February 11, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to take a closer look at the calls for free college education in the socialist utopia.
Misuse Of The Term ‘Rebalance’
on August 11, 2020
with No Comments
That is not what anyone means by the term “rebalancing.” The misuse of the term on Investment News was glaring.
Who Should Own My Child’s 529 Account to Assist the FAFSA?
on August 10, 2020
with No Comments
With the grandparents as the owner rather than the parent, the student may have a better chance of receiving financial aid.
Answering SEC ADV Part 1 Item 9 Custody is Representative of a Larger Compliance Problem
on August 7, 2020
with No Comments
The SEC should scale back their data collection.
Can I Deduct a 529 Contribution to an Account I Don’t Own?
on August 6, 2020
with No Comments
Unfortunately, the answer is that you cannot. The 529 account owner receives any state tax deductions for contributions make to their account.
We Added 2 New U.S. Stock Sectors to Our Allocations
on August 4, 2020
with No Comments
We decided to add two new sectors after generating several hundred efficient frontier graphs of various United States classifications, industries, and sectors over a variety of time periods.
What About The Traditional 60/40 Portfolio?
on August 3, 2020
with No Comments
In our age-appropriate asset allocation models, we don’t recommend a 60/40 portfolio until you are between age 80 and 87.
How to Claim Your Virginia State Tax 529 Contribution Deduction
on July 31, 2020
with No Comments
Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.
Radio: How COVID-19 Changed Real Estate
on July 30, 2020
with No Comments
City real estate will be a little less expensive and suburbs and the countryside will be a little more expensive.
How to Self-Insure for Long-Term Care Health Expenses
on July 28, 2020
with No Comments
If you save this target, your assets have a better chance of seeing you all the way to the end.
Risk-Return Analysis of Freedom Investing
on July 27, 2020
with No Comments
In this article, I am reviewing the quantitative measurements and performance metrics of Freedom Investing to see how its risk and return compare to the EAFE Index, its benchmark.
Schwab Mobile App: Transfer Money Between Accounts
on July 24, 2020
with No Comments
The Schwab mobile app gives you the ability to transfer money between your accounts at Schwab within moments.
Radio: David John Marotta On ‘Real Estate Matters’ with Michael Guthrie
on July 23, 2020
with No Comments
On November 16, 2019, David John Marotta appeared on “Real Estate Matters” with Michael Guthrie.
Stay Invested After Volatile Quarters
on July 21, 2020
with No Comments
This data shows that there is no historical justification for selling to cash during volatile market movements.