Achieving Financial Peace Of Mind
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One goes to bed, while the other sits down to manage the family finances.

Five Lessons from the Whiskey Rebellion
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The Whiskey Rebellion established the sovereignty of “we the people” to tax and oppress any selected group.

Active vs. Passive: Where Money’s Flowing
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Here is the number one criteria you should use in your fund screen.

How To Diversify Highly Appreciated Stock
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Exchange funds, also know as swap funds, can provide investors with one highly appreciated security a way to trade it for an equivalently valued but more diversified portfolio.

Driving Emotions From Your Investment Process: A 12-Step Program
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Don’t let short term volatility ruin a brilliant long term investment strategy.

Appreciating Donor Advised Funds
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There are five ways that both you and the government could make charitable giving more significant.

What Asset Allocation Should I Have For My Schwab Donor Advised Fund?
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Keeping your donor advised fund invested could result in more benefit to the charities you support.

How Can We Make Medical Insurance Affordable?
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We must return, as much as possible, to a fee-for-service approach to health care and restore the traditional doctor-patient relationship.

AAII 2014
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The articles associated with David John Marotta’s presentation at the DC Metro chapter of the American Association of Individual Investors.

Style Box Annualized Returns For The Past Three Years
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Morningstar data for the 3-year annualized returns based on style boxes shows us three interesting lessons.

Why Do Physicians Permit, If Not Encourage, Futile Medical Care?
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We can only afford to allow others the freedom to strive against death when we are not trying collectively to subsidize it.

Radio: More on the Economics of Healthcare
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Individuals should be free to weight the healthcare costs and benefits, risks and savings, and make the decision that best fits their circumstances.

Mailbag: Screenings Useful in Cancer Fight
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Again, we were asking if such screening saved insurance companies money, and the answer is, “No.”

Real Returns Favor Holding Stocks
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There are several important lessons to learn from this graph.

Skin in the Game of Health Care
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“Shouldn’t patients and their families have some skin in the game as a brake on the profligate spending of other people’s money for health care?”

Most Americans Want Financial Advice From Humans
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An article title caught my eye recently: “Survey: Most Americans want financial advice from humans.”

Cryptic Medical Bills And Health Insurance
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Next time you receive an unintelligible medical bill, remember how hard it is for your doctor to get paid.

Failed Experiment at the SEC
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Those who don’t understand or experience regulatory capture wrongly believe in a team of angels at these federal agencies tirelessly working for the common good.

Mailbag: What Cost Basis Method Do I Want For Vanguard Mutual Funds?
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In our example, your gain/loss could vary from -$1,000 to +$3,500 depending on the method used.

U.S. Health Care Costs versus Health Outcomes
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Asians in New Jersey have the best life expectancy of any racial or ethnic group.

Radio: Third Party Payer Systems
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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing the economics of third party payer systems.

Mailbag: What Is The One Fund I Should Invest In?
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Here’s how to earn a slow million.

How Do I Find An Estate Planning Attorney In My Area?
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What is a better starting place than advertisements and phone directories?

Why Are Insurance Companies Reluctant To Cover Preventive Care?
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Now there is absolutely no charge for a costly set of test and procedures on the all-you-can-spend preventive care buffet.

How To List A Charity As Your Beneficiary
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There is a tax benefit to leaving some assets to your favorite charity rather than leaving it to your heirs.

Mailbox: How Can I Leave My Estate To A Charity?
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Leaving a legacy can be a great benefit for the charity receiving the gift.

Do We Need Price Controls to Stop Exorbitant Hospital Fees?
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After the birth of my (David’s) first child, my wife and I noticed we were being billed for a very expensive bedpan and box of tissues that we had never used.

Third-Party-Payer Markets
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Anytime a third-party-payer system exists market forces will not hold down costs as much as they would otherwise.

Radio: The Potential for Government Thought Control
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How much do the political parties agree that the government should be nudging people in as many ways as possible? What is the social cost of such nudging? Does it do more harm than good?

Why a Monkey Throwing Darts Could Boost Your Returns
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Not aiming for where the money is should boost returns.

The Efficient Frontier Of Investing
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Many investors don’t appreciate asset allocation or understand intuitively how a diversified portfolio can exceed the sum of its parts.

Why Are Canadian Drugs Cheaper?
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Why shouldn’t we just institute price controls in America?

Misleading Statistics About Pharmaceutical Companies
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It is difficult to reason with people who lie and mislead in their statistics because they believe that they have the moral high ground.

Radio: Beware of Government Regulation Intended to Quell Competition
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Listen to David Marotta discuss the dangers of government regulation, especially when invited by an industry to suppress competition in the name of “safety.”

SEC Q&A: What Should I Do If the Financial Professional Claims that He or She Is “Certified”?
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We believe that NAPFA advisors are a well sought minority of financial advisors.

What Is The Most Important Attribute When Hiring An Investment Manager?
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Do you want to trust your advisor is acting in your best interests or do you want them to have the legal obligation and be free of commission-based conflicts of interest?

Chipotle’s Wisdom
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These quotes are provocative for what they say about us as Americans.

Is AmazonSmile Good For Charities?
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There is no reason why charities should not be thankful.

SEC Q&A: How Do I Find Out Whether an Investment Adviser Ever Had Problems with a Government Regulator or Has a Disciplinary History?
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You can get copies of Form ADV by accessing the Investment Adviser Public Disclosure (IAPD) website.

Freedom Investing Since 2000
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Recently we did an analysis of the returns of the MSCI Country Specific Indexes

The Wealth Of Nations Is Their Freedom
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“When institutions protect the liberty of individuals, greater prosperity results for all.” – Adam Smith

Freedom Investing Beats EAFE Index by 3.92% Annualized Over Past Decade
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Over the past decade the economically free countries have an annualized return of 11.34%. The S&P 500’s annualized return was 7.78%.

SEC Q&A: How Do Investment Advisers Get Paid?
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How your advisor is compensated matters. Make sure you can follow the money and know how they are getting paid.

How Can I Tell Who Is Associated With A Broker-Dealer?
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If your advisor is on one of these lists you should be aware of how they are paid.

Are We Lab Rats?
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If you are not paying for the product, you are the product.

Facebook’s And Your Negative Feelings
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In truth, the best way to mollify negative feelings might be to give up your Facebook account entirely.

Radio: Financial Planning in Your 40s and Early 50s
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Here is a list of seven things which are important to ensure during these years

Should I Tender My Allergan Shares To Valeant Pharmaceuticals?
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Perhaps they should make this into a mini-series.

SEC Q&A: What Questions Should I Ask When Choosing an Investment Adviser or Financial Planner?
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Here are our answers and comments to the SEC’s eight suggested questions.

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