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Our Articles

Best Non-Correlated Asset Classes for the S&P 500
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Even very volatile investments may, in moderate amounts, reduce a portfolio’s volatility if the investment is not correlated with the rest of the portfolio’s components.

Part 2: The Markets Fail a Moral Standard
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Private property, free markets, and protection from aggression solve a lot of problems.

Radio: Financial Decisions in 2018
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Talking about the question “How should you manage your money in 2018?” this show covers a lot of ground over 23 minutes of conversation.

The Markets Can’t Go Up Indefinitely, Can They?
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Or do they go up indefinitely, albeit interrupted by some significant corrections?

Part 1: The Markets Fail Centralized Planning
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The free market fails to be a centralized economy. That’s why it is called “free.”

A Guide to the Bear Markets
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I have gradually been writing a series of articles on each Bear Market to show how quickly they correct and how high the subsequent Bull Market rises.

Why do I have a Positive Return with a Negative Gain?
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These “strange but true” returns occur more frequently than you might expect.

#TBT Donald Mortlock
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If you ever wondered how the stock market works, this 2006 article is for you. It is both the personal story of David Marotta’s maternal grandfather, Donald Mortlock, and an explanation of how the market of the stock market is made.

Marotta’s 2018 Gone-Fishing Portfolios
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This year, we have made three significant changes and are offering four different gone fishing portfolios based on which custodian hosts your accounts.

Marotta’s 2018 Gone-Fishing Portfolio Calculator
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This gone fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2018 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at Vanguard.

Marotta’s 2018 Updated TD Ameritrade Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.

Marotta’s 2018 Schwab Gone-Fishing Portfolio
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We recommend this gone fishing portfolio for accounts hosted at Charles Schwab.

Diversify and Rebalance More Than Just Your Investments
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Investments, like life, are volatile, risky, and on average rewarding. Diversification and rebalancing help to protect yourself from the volatility.

#TBT Is the Era of Big Government Really Over?
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This 1998 speech by George Marotta was in response to President Bill Clinton bold statement that “the era of big government is over.” Is it really? Twenty years later the skepticism of this post rings true.

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