Author Archives: David John Marotta

A gone-fishing portfolio keeps investing simple.

A review of last year’s 2013 gone fishing portfolio returns.

The stock market can occasionally benefit from the misery index.

A return to stable money would signal the death of the bitcoin and other stores of value used as hedges against dollar mismanagement.

Here is an asset allocation recommendation for the The University of Virginia Physicians Group 2014 BEST plan.

Becky Akers is a free-lance writer and historian as well as the author of two novels set during the American Revolution.

Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.

When you die, your assets and belongings–called your “estate”–are subject to taxation, but the there is an amount under which the executor of your estate will not have to pay taxes.

How not to do customer service.

Adherence to the fiduciary standard is all about process.

Managing investment assets requires managing investor expectations.

In addition to learning how a viral story can get many of the facts wrong, another more important lesson can be learned from this experience.

Recently we had one of our blogs posts go viral and capture the attention of the national news.

There is a limit, or exclusion–an amount that the government will allow you to gift to a person per year, without incurring tax consequences.

The adventure begins as a tale of interstellar travel, but quickly morphs into a space opera and post-apocalyptic survival story.

Economic Freedom is a good investing strategy.

Here’s to a better 2014!

You should be just as prepared for the possibility that the world as we know it is not ending.

Should I fear panicked looting and riots when the food distribution fails?

Happy Holidays from the team at Marotta Wealth Management, Inc.

This holiday season, remember to cherish the important values of life.

Most financial planning articles about annuities pull their punches.

You can often tell exactly what a piece of legislation will NOT do by what they title it.

When the dust settles, can I really buy things for pennies on the dollar?

It is always a good time to have a balanced portfolio.

Bonds down; US stocks up.

Finally revealed, the life of Fezziwig, an English businessman during the cusp of the Industrial Revolution.

A complete guide to using Roth IRAs to build lasting wealth.

Prior to the Obama administration, only three espionage cases had ever been brought.

What you should know about the TSA during holiday travel.

Many government mailings look like spam. And much spam tries to look like a government mailing.

“Up until recently” annuities were a bad idea. They still are.

Preparing for TEOTWAWKI is helpful for lesser emergencies.

Age appropriate asset allocation for 2014 using the choices available in the University of Virginia’s TIAA-CREF Tax Deferred Savings Plan (TDSP).

A celebration of both the joy of family and the comfort of Italian cuisine.

“What is remarkable is that is actually acknowledging it is illegal.”

Why would you want to use valuable dollars today when you can use cheaper dollars over the next three decades?

At least there will be less rich people to hate.

No volume of abuse seems sufficient to rouse public opinion.

If you are 50 years or younger will you see any of your retirement money?

The documents where you can review 20 key issues looking for 10 red flags, or…

If the TSA were a private security firm, they would have been fired by now.

David John Marotta was interviewed on radio 1040’s Schilling Show discussing Wealth Inequality in America.

This is much better advice if civilization is continuing than if it is collapsing.

I expect we have seen the bottom of both the housing market and 30-year fixed interest rates.

Countries high in economic freedom, including the United States, outperformed global indexes.

This WHO 2000 Statistical Report was the study used to justify and promote the Affordable Care Act. Here are seven facts about this so-called research lurking behind politicians’ claims that our health care system is in crisis

Northern Europe beats the EAFE Foreign Index by 0.82% in October.

Should you buy as much gold as you can get your hands on?

Planning on future cash needs allows you to use specific accounts for tax planning purposes.