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.
Q&A: How Often Do You Communicate with Clients?
on February 11, 2020
with No Comments
We adapt to the needs of our clients. However, absent other instruction, we do have a few intentions.
Q&A: Can I Do a Backdoor Roth and a Reverse Rollover to a 401(k) In the Same Year?
on February 10, 2020
with No Comments
This person has an IRA balance, but is about to empty it with a reverse Rollover. So the question is one of timing: can they do the IRA Rollover before the nondeductible contribution so that their cream and coffee never mix?
Looking Backward On Socialism: Socialism Is Intolerant
on February 7, 2020
with No Comments
The space of disagreement between tolerance and intolerance is often lost in the socialist perspective.
Radio: Celebrating The 50th Anniversary Of Financial Planning As A Profession
on February 6, 2020
with No Comments
To celebrate, David John Marotta and Courtney Fraser made guest appearances on a three different radio stations.
An Overview of Marotta’s 2020 Gone-Fishing Portfolios
on February 4, 2020
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 2020 Gone-Fishing Portfolio Calculator
on February 3, 2020
with No Comments
This gone-fishing portfolio is our default portfolio which can be used at any custodian.
Marotta’s 2020 Vanguard Gone-Fishing Portfolio Calculator
on February 3, 2020
with No Comments
We recommend this gone fishing portfolio for accounts hosted at Vanguard.
Lessons from Medicine: Expense is Harm
on January 31, 2020
with No Comments
If you weren’t spending your money on useless treatment, you could enrich your life in other ways, retire earlier, or be richer.
#BestOf2019 – Fund Your Child’s Roth with Chore Income
on January 30, 2020
with No Comments
One of the only articles on the Internet that clearly answers the question Can you fund your Roth with chore income? It’s just an added bonus for its readers that the answer is Yes.
Q&A: How Do You Address Issues Outside Your Area of Expertise?
on January 28, 2020
with No Comments
We see ourselves as your primary care provider for finances and strive to become experts in every specialty that you need while accompanying you on any referral to another firm we need to make.
Help! I Inherited a Nondeductible Basis!
on January 27, 2020
with No Comments
If you inherit a traditional IRA from a person who had a basis in the IRA because of nondeductible contributions, that basis remains with the IRA assets as they come into your ownership.
Lessons from Medicine: Reporting Can Lie
on January 24, 2020
with No Comments
There is an incentive to lie when your methodology is bad.
#BestOf2019 – An Overview of Marotta’s 2019 Gone-Fishing Portfolios
on January 23, 2020
with No Comments
Our gone-fishing portfolios are used by thousands of people, so it makes sense the article about it would be among our most popular of 2019. Our 2020 gone-fishing portfolios will come out in February.
Q&A: What is Your Client’s Average Portfolio Size and Life Stage?
on January 21, 2020
with No Comments
We have a large distribution of clients at all portfolio sizes and, surprisingly, have all life stages near equally represented.
Longest Economic Expansion In United States History
on January 20, 2020
with No Comments
A long expansion is nothing to fear.