Author Archives: David John Marotta

Requiring employers to deliver government propaganda is genius.

You deserve a fee-only fiduciary standard of care.

Obnoxious, playboy Tony Stark, more commonly known as Iron Man, is admired by his fictional and real fans alike. Why not real life CEOs?

Here are the returns for various global investments.

In August 2013 the northern European countries did slightly worse than the EAFE Index.

It is a small investment which you should expect to be volatile and relatively disappointing when the markets are doing well.

Investments consistently outperform investors.

Returns in August were negative across the board with US stocks losing the most.

This series of blog posts were intended to be a more reasoned reply to a complex issue.

Most Americans have a home mortgage. The rich often have two.

Getting out of debt is the first step to building real wealth.

Fun first. Freedom first. Innovation first. Financial goals first. But not safety. No one says, “That looks safe; I wonder if it is fun.”

Does it actually make sense that people should buy annuities as much as conventional wisdom says?

“They don’t deserve it!” is the most common complaint. And in most cases it’s true

This should not produce a hand-wringing vacillation between the two answers.

When I work my 9 to 5 job and earn a paycheck, I receive a paper certificate I can trade in for the real reward of my labor. But why do investors get a reward?

Retirement Planning is perhaps the single most important goal of comprehensive wealth management.

David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing Obamacare and the healthcare law’s trickle-down effect.

A recent letter from a reader expressed the claim that there is no such thing as natural rights. Could he be right?

Sweden appreciated 11.02% during the month.

Here is one way not to argue against Libertarianism.

Three part time employees equals two full time employees while avoiding $4,000 in annual fines.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility. Its primary appeal is simplicity. As a secondary virtue, it avoids the worst mistakes of the financial services industry.

The new unified credit changes for estate planning in 2013 have once again changed when you should have provisions for a bypass trust.

The Affordable Care Act encourages everyone to get health care insurance by punishing those who don’t. Proponents of Obamacare justify this saying that health care is a human right. But is it?

Here is how representative ETFs from each of the six asset classes did in July 2013.

There is no such thing as a sure thing, and if something sounds too good to be true, it is

Corporations go bankrupt for a wide variety of reasons, but there’s only one reason for municipalities.

Precious Metal Mining companies are leveraged against the movements of the underlying price of the metals themselves.

Foreign real estate was down more for the quarter because the U.S. Dollar strengthened against foreign currencies.

Energy is one important components of the category of Resource Stocks.

In a reversal from past trends, some European markets did better than global averages.

Those investments which go up the most when markets are rising often go down the most when markets are falling.

Money is not the source of the corruption in Congress.

It is prudent not to have your assets all subject to a single country’s economic failure or success.

Just because the dollar strengthens for a quarter does not mean you should abandon this strategy.

Many investors don’t understand why a bond, which pays a fixed rate of interest and then at the end of the term pays a fixed amount of principle would have its price fluctuate.

We need to protect more of our natural rights by enumerating them.

Here are some other dystopian classics for your reading displeasure

Some of the monthly commentary on resource stock returns.

Some of the monthly commentary on the returns of global investments.

Some of the monthly commentary on the returns of the emerging markets.

Monthly commentary on the countries ranked high in economic freedom.

Some of the monthly commentary on the returns of Northern Europe compared with the EAFE Index.

Some of the monthly asset class returns.

Here are some of the monthly returns for countries high in economic freedom.

Some of the monthly commentary on the returns of foreign bonds.

Some of the monthly commentary on the returns of US bonds.

If there isn’t a strong enough outcry, these practices will become institutionalized.