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The IRS Power To Revoke Passports Now In Effect
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
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
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
Compliance is never simple. Thousands of hours have been spent because the SEC refused to clarify what they expect.
Bringing Value with Client Billing
One obscure way we earn our fee is in how we bill you.
2018 Tax Facts
Here are the numbers to use as you’re doing tax planning this year.
Is Portfolio Rebalancing Overrated?
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
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?
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
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
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
Private property, free markets, and protection from aggression solve a lot of problems.
Radio: Financial Decisions in 2018
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?
Or do they go up indefinitely, albeit interrupted by some significant corrections?
Part 1: The Markets Fail Centralized Planning
The free market fails to be a centralized economy. That’s why it is called “free.”