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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...

The Very Last Chance for a Massive Roth Conversion

A tax tsunami is coming at the end of this year. The higher your adjusted gross income (AGI), the closer you live to...

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...

Achieving Family Harmony in Estate Planning Part 1: Leave Your Estate...

Achieving Family Harmony in Estate Planning Part 1: Leave Your Estate in the Right Hands (2009-05-04) by David John Marotta The most important product of estate...

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...