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.
How to Send Schwab Notifications to Two Emails
on March 16, 2016
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A little extra work can ensure that both spouses receive important email notifications from their custodian.
Mailbag: Why Doesn’t Everyone Want High-Yield Bonds?
on March 15, 2016
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We don’t recommend high yield bonds because they do nothing good for your overall portfolio.
Millionaire Lifestyle: Drink Sodas at Home, Not Out
on March 9, 2016
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Changing where you drink soda is a small step, but enough small steps can make a huge difference in your savings.
Start Early on Retirement Planning
on March 8, 2016
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Retirement planning should begin the moment you receive your first paycheck.
Nine Unfortunate Facts of Health Savings Accounts
on March 6, 2016
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An HSA is one of many accounts used in comprehensive wealth management for tax optimization and planning.
Radio: Market Returns for 2015
on March 4, 2016
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David John Marotta was interviewed on the Schilling Show discussing how the markets performed last year and lists 4 mistakes to avoid.
Four Things You Can Do with Your Roth Before April 15
on March 2, 2016
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If you have not yet funded your Roth account for 2015, it is not too late!
Why Gold Has Utterly Failed as a “Safe Haven”
on March 1, 2016
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Gold sounds like it should provide a safe haven of your purchasing power much more than it has actually done so.
How Roth Conversions Are Reported to the IRS
on February 28, 2016
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The Internal Revenue Service (IRS) is notorious for misunderstanding the recharacterizations of Roth conversions.
Investing Mistake: Forgetting About Inflation
on February 27, 2016
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Taking inflation into account changes nearly everything about financial planning.
What Counts as Wages for the Social Security Earnings Test?
on February 24, 2016
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Contrary to the normal way of things, this time what Uncle Sam gives with the IRS, he takes away with the SSA.
A Case Study In Volatility
on February 22, 2016
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While volatility can make a fund more attractive on the way up, it can also make a fund less attractive on the way down.
Asset Allocations for UVA Retirement Plans at Fidelity
on February 21, 2016
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The University of Virginia plan includes funds sufficient to produce these excellent portfolios.
Marotta’s 2016 UVA Fidelity 403(b) Calculator
on February 19, 2016
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Age appropriate asset allocation for 2016 using the choices available in the University of Virginia’s Fidelity 403(b) Tax Deferred Savings Plan (TDSP).
Marotta’s 2016 UVA Fidelity 401(a) Plans Calculator
on February 17, 2016
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Age appropriate asset allocation for 2016 using the choices available in several of the University of Virginia’s Fidelity Retirement Plans.