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.
A Guide to the Bear Markets
on February 11, 2018
with No Comments
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?
on February 9, 2018
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These “strange but true” returns occur more frequently than you might expect.
#TBT Donald Mortlock
on February 8, 2018
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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
on February 6, 2018
with No Comments
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
on February 6, 2018
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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
on February 6, 2018
with No Comments
We recommend this gone fishing portfolio for accounts hosted at Vanguard.
Marotta’s 2018 Updated TD Ameritrade Gone-Fishing Portfolio Calculator
on February 6, 2018
with No Comments
We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.
Marotta’s 2018 Schwab Gone-Fishing Portfolio
on February 6, 2018
with No Comments
We recommend this gone fishing portfolio for accounts hosted at Charles Schwab.
Diversify and Rebalance More Than Just Your Investments
on February 2, 2018
with No Comments
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?
on February 1, 2018
with No Comments
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.
Marotta Retirement Plans Add Managed Unitized Trust Options
on January 29, 2018
with No Comments
Being able to lower total fees while investing part of the portfolio in slightly higher cost country specific exchange traded funds and being able to use exchange traded funds with strategic factors and add a monthly dynamic tilt is a significant accomplishment.
Don’t Buy Bonds Out of Fear
on January 26, 2018
with No Comments
There are reasons to have the stability of fixed income investments for a portion of your portfolio, but switching to bonds because you are afraid of stocks is not one of them.
A Closer Look at the Past Performance Disclaimer
on January 23, 2018
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We have all seen mutual fund ads stating this Securities and Exchange Commission (SEC) disclaimer, “Past performance is no guarantee of future results.” Let’s take a closer look at it.
IRS Ruling: Recharacterizations of 2017 Conversions
on January 22, 2018
with No Comments
On January 18, 2018, the IRS updated their Frequently Asked Questions page to come into line with the new Tax Cuts and Jobs Act.
How To Find A NAPFA-Registered Advisor In Your Area
on January 22, 2018
with No Comments
If you want to find a NAPFA-Registered Financial Advisor in your area, here is a simple form you can use to search.