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Commission-Based Firms Admit They Don’t Provide Advice
on March 1, 2017
with No Comments
Commission-based firms want either to be exempt from the Fiduciary standard or else given the title anyway.
Are Democrats Or Republicans Better For The Stock Market?
on February 28, 2017
with No Comments
Politics matters less to our financial success than the ordinary decisions we face every day.
Marotta’s 2017 Gone-Fishing Portfolios
on February 22, 2017
with No Comments
A gone fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year. Here are three hand-crafted gone-fishing portfolios for 2017.
Marotta’s 2017 Gone-Fishing Portfolio Calculator
on February 22, 2017
with No Comments
A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This year I limited myself to 13 investment vehicles with two changes from 2016’s calculator.
Marotta’s 2017 Vanguard Gone-Fishing Portfolio Calculator
on February 22, 2017
with No Comments
A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Vanguard mutual funds.
Marotta’s 2017 Schwab Gone-Fishing Portfolio
on February 22, 2017
with No Comments
A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Schwab no-transaction fee exchange traded funds.
US Large-Cap Exchange-Traded Fund Choices
on February 22, 2017
with No Comments
In anticipation of adjusting our yearly gone-fishing portfolios, I reviewed the performance of five US large-cap Exchange-Traded Funds (ETFs).
RMD Mistake: Failing to Take Your RMD
on February 15, 2017
with No Comments
The key to getting the waiver though is showing that “you are taking reasonable steps to remedy the shortfall.”
Bond Investing In 2016
on February 14, 2017
with No Comments
Bonds had positive returns for the year despite returns peaking at the end of July and falling for the rest of the year.
RMD Mistake: Depositing to Your Checking Account
on February 8, 2017
with No Comments
Although legally fine, this strategy often causes you to accidentally increase your spending every year and decrease your savings. Don’t let the IRS rules about IRA withdrawals tempt you into spending money you had planned to save.
Resource Stock Investing in 2016
on February 7, 2017
with No Comments
In 2016, Energy and Materials had some of the best returns of the year.
To What Benchmark Should I Compare My 2016 Returns?
on February 1, 2017
with No Comments
Investors always want to compare the return of their portfolio against some benchmark index. We suggest not using the S&P 500 for that purpose.
Radio: The Politics of Kindness
on January 31, 2017
with No Comments
David John Marotta was interviewed recently on the Schilling Show discussing the politics of kindness and the difference between intentions and outcomes.
2016 In Review
on January 25, 2017
with No Comments
2016 was a good year for stocks in general with a number of noteworthy details. Resource stocks performed the best despite being the worst-performing asset class in 2015.
Freedom Investing and Emerging Markets in 2016
on January 24, 2017
with No Comments
In 2016, the average return of the best investment products of the Freedom Six outperformed the Vanguard FTSE Developed Markets ETF by 6.75%.