Articles

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

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

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

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.

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?

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.

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.

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

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

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

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

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.

These “strange but true” returns occur more frequently than you might expect.

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.

This year, we have made three significant changes and are offering four different gone fishing portfolios based on which custodian hosts your accounts.