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.

Subscribe to receive our weekly newsletter.


Our Articles

The IRS Power To Revoke Passports Now In Effect
with No Comments

It is lazy of the IRS to put the burden of proving innocence on the taxpayer while punishing them as though they are guilty.

How China is Ending U.S. Recycling As We Know It
with No Comments

Turns out, Charlottesville is not the only area to have their recycling services change this year. In fact, the world’s recycling is affected.

Part 4: The Markets Fail the Utopian Vision
with No Comments

The markets may fail the Utopian Vision, but only because our Tragic world fails the Utopian Vision.

How to Comply With the SEC’s Strange New Custody Rule
with No Comments

Compliance is never simple. Thousands of hours have been spent because the SEC refused to clarify what they expect.

Bringing Value with Client Billing
with No Comments

One obscure way we earn our fee is in how we bill you.

2018 Tax Facts
with No Comments

Here are the numbers to use as you’re doing tax planning this year. 

Is Portfolio Rebalancing Overrated?
with No Comments

An article in the Wall Street Journal questions the value of regular rebalancing, but regular rebalancing is a key component of modern portfolio theory.

Part 3: The Markets Fail People Who Price Their Goods Too Low
with No Comments

Pricing is not about being nice. It is about being fair. Fair to you as the seller and to the value you ascribe to the good or service.

Gone Fishing Portfolios: What Should I Invest In First?
with No Comments

Our primary gone-fishing portfolio includes investments which may have a trading fee in order to invest at the custodian. How much of an investment is worth paying a trading fee?

Radio: The Value of Ignoring Your Gone-Fishing Portfolio
with No Comments

On February 13, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss recent market volatility, what you should do in response to the volatility, what Freedom Investing is, and what the Marotta’s Gone-Fishing Portfolios are.

Best Non-Correlated Asset Classes for the S&P 500
with No Comments

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
with No Comments

Private property, free markets, and protection from aggression solve a lot of problems.

Radio: Financial Decisions in 2018
with No Comments

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?
with No Comments

Or do they go up indefinitely, albeit interrupted by some significant corrections?

Part 1: The Markets Fail Centralized Planning
with No Comments

The free market fails to be a centralized economy. That’s why it is called “free.”

1 72 73 74 75 76 77 78 210

Like what you read? Subscribe to our newsletter!