Eureka!

This series of articles covers some of the most common investing mistakes and how to avoid them.

Here you can find our article series detailing how and why you should fund a custodial Roth IRA for your children.

In 2004, David Marotta wrote a seven part series originally titled “Retirement Wisdom.” The series explained the the seven principles to reaching your retirement goals.

In 2009, David Marotta wrote a five-part article series for the Charlottesville Business Journal covering basic investment strategies. Its advice is still relevant today.

It is possible to be prepared for financial emergencies by living 10% more frugally and saving for the inevitable eventuality.

Asset classes are best defined by looking at the correlation of their returns. These four 2015 articles take a close examination at the three appreciation asset classes.

How to go from where you are now to being one of our clients under our “Do-It-Yourself” service level.

An investment manager who is “at times a soft socialist” like Voss will be more likely to engage in active management, market timing, and gambling on individual stocks.

On this day in 2013, Snowden revealed the U.S. government was actively pursuing the constant surveillance of everyone’s digital life.

I have gradually been writing a series of articles on each Bear Market to show how quickly they correct and how high the subsequent Bull Market rises.

Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics.

Don Phillips suggests that the best advisors help their clients focus on what can be controlled and not fret about the rest.

This is a summary of the six steps required to create a well-crafted investment plan.

A donor advised fund makes the process of charitable giving simple and easy.

I have outlined some steps to help you figure out how to pay down your debt and get back on track.

We have 1,292 posts on Marotta on Money, but here are the 10 most visited posts on our blog.

Most investors don’t understand what that means.

Most investors are not aware of an important separation in the professionals of the financial services industry.

Kenneth G. Elzinga. Ken is both a nationally renowned economist as well as a locally celebrated professor here in Charlottesville at the University of Virginia.

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

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

Michael Kirsch, a practicing physician and newspaper columnist, laments that there are questions he can never answer satisfactorily for his patients. His questions are central to the public policy debate increasingly being decided by voters and politicians rather than physicians and economists.

Even half of what they collect in Social Security could provide a better private benefit.

Roth accounts have several advantages over traditional retirement accounts.

Two different people can end up with very different amounts of tax owed, simply because of their marital status. You cannot argue this increased tax is their “fair share” simply because they are married.

ObamaCare Is the Worst Legislation in 75 Years.

Social Security benefits can represent a big stack of cash. A typical monthly benefit of $2,200 has a present value well over $500,000. Consider all your Social Security options carefully to avoid making a costly mistake.

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

The most important product of estate planning is achieving family harmony.

Planners can add the equivalent of a 1.82% annual arithmetic return to clients through five components.

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

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

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

Inflation is one of the most important factors in nearly every aspect of financial planning and wealth management.

The coercive power of government is more dangerous than the free market. Special interests use it to circumvent both the law and economics.

Financial advice for college graduates is easy. Graduates street smart enough to take the advice is rare.

The optimum asset allocation to physical gold and silver is 0%. Instead, we recommend you use resource stocks as an inflation hedge.

A dollar saved on taxes is worth more than a dollar earned. If you earn another dollar, they will just tax you again.

Portfolio construction begins with the most basic allocation between investments that offer a greater chance of appreciation (stocks) and those that provide portfolio stability (bonds). There is no such thing as a safe investment that pays market rates of return.

Diversifying your portfolio means finding assets that have value on their own merits but do not move exactly alike. Here are the principles on building and rebalancing asset classes and subcategories.

Given all the greed and deceit in the world of financial services you shouldn’t have to trust your financial advisor. Here is a list of eight safeguards that should be in place to help safeguard your money.

Couples that fail to prepare for a shared money maturity will likely experience longer and sharper growing pains. Here are several things to talk about before tying the knot.

“Small changes over a long period of time make all the difference.” Learn how to teach financial wisdom to your children with Megan Marotta’s series, “Rich Dad, Rich Daughter.”