September 15, 2019
Home Authors Posts by David John Marotta

David John Marotta

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You Deserve a Fiduciary Standard of Care

Most investors are not aware of a critical division of professionals in the world of financial services. This distinction lies between fee-only fiduciaries...

Investment Strategies Part 5: In Defense of Diversification

Investment Strategies Part 5: In Defense of Diversification by David John Marotta Diversifying your asset allocation among investments with a low correlation can and should...

A Full Credit Lockdown

A Full Credit Lockdown (2009-07-13) by David John Marotta In my first job teaching computer science, someone stole my wallet off my desk during my...

Investment Strategies Part 3: Rebalance Regularly Between Asset Classes and Subcategories...

Investment Strategies Part 3: Rebalance Regularly Between Asset Classes and Subcategories by David John Marotta The investment metric correlation helps you continually take your gains...

Investment Strategies Part 2: Use Correlation to Define Asset Classes (2009-06-01)...

Investment Strategies Part 2: Use Correlation to Define Asset Classes (2009-06-01) by David John Marotta To boost returns and protect your investments, you can use...

Achieving Family Harmony in Estate Planning Part 2: Make Sure Your...

Achieving Family Harmony in Estate Planning Part 2: Make Sure Your Plan Fits Your Unique Needs by David John Marotta Estate planning must begin with...

It’s Time for a Tea Party

It's Time for a Tea Party (2009-04-13) by David John Marotta Some people try to defend the practice of earmarks with three arguments. First that...

Social Security 5: File and Suspend for Soon-to-Be Widowed Homemakers

Social Security 5: File and Suspend for Soon-to-Be Widowed Homemakers (2009-03-30) by avid John Marotta and Matthew Illian Our own death or the death of...

Safeguard #6: Recognize and avoid financial hooks

Safeguard #6: Recognize and avoid financial hooks (2009-02-16) by David John Marotta To safeguard your money, you must be able to extricate yourself from any...

Foreign Freedom Investing for July of 2008

Foreign Freedom Investing for July of 2008 by David John Marotta You can both diversify for safety and boost your returns by adding international investments to...