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Marotta’s 2019 Fidelity Gone-Fishing Portfolio Calculator
on February 1, 2019
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We recommend this gone fishing portfolio for accounts hosted at Fidelity.
Marotta’s 2019 eTrade Gone-Fishing Portfolio Calculator
on January 31, 2019
with No Comments
We recommend this gone fishing portfolio for accounts hosted at eTrade.
Marotta’s 2019 TD Ameritrade Gone-Fishing Portfolio Calculator
on January 31, 2019
with No Comments
We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.
If You Are Tempted to Stay Out of the Markets, Read This First
on January 29, 2019
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Gil Weinriech, Senior Editor for Seeking Alpha, wrote recently about investors whose personalities tempt them to stay on the sidelines of investing at times.
Crazy Rich Asians Series: Peik Lin on Understanding The Spending of the Wealthy
on January 28, 2019
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Peik Lin is a person who sees the recipients of her family’s spending the same way as people.
In Response to the Government Shutdown, NPR Says “Regulate Me!”
on January 25, 2019
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Although the NPR commentators suggest that the corporate heart is growing fonder of government, feeling wistful, and longing for government bureaucracy, nothing could be further from the truth.
Radio: The Market Crash of 2008
on January 24, 2019
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Market corrections are so common as to be largely ignored by long term investors.
A Guide to HSA Qualified Medical Expenses, Contributions, and Family Plans with Adult Children
on January 22, 2019
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More and more family plans are actually composed of many different independent people in the eyes of the government.
Schwab’s New Personal Value Chart Promotes the Worst Investing Habits
on January 21, 2019
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Schwab’s presentation is designed to show a real time accounting of your portfolio’s value. It is not designed to report on your portfolio’s performance.
Radio: Seven Financial Resolutions for the 2019 New Year
on January 18, 2019
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On Tuesday, January 8, 2019, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss financial resolutions for the 2019 new year.
Cost of Credit Card Debt Calculator
on January 17, 2019
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Regardless of your assumptions about future market returns, the impoverishment to families with credit card debt is massive.
A Quick Strategy for Analyzing Whether You Should Rent or Sell
on January 15, 2019
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There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.
Crazy Rich Asians Series: What We Can Learn From The Millionaire Lifestyle of Astrid Leong
on January 14, 2019
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Astrid Leong is simultaneously one of the wealthiest characters and, even though she has a massively large standard of living, one of the thriftiest.
Financial Planning for the Young and Non-Affluent
on January 11, 2019
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“We have simply not been able to serve those who really need us the most.”
What We Can Learn From the Almost Bear Market of 2018
on January 10, 2019
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To make the strategy of jumping in and out of the markets successful would require a precision only achieved by luck.