Using Dynamic Asset All...

The following is a guest post from Marotta Wealth Management . In the last several columns, I have described the investment science that supports dynamic asset allocation. Think of static asset allocation as where to set your sails and dynamic asset allocation as a way to keep your...

The Efficient Frontier...

The following is a guest post from Marotta Wealth Management . The capital asset pricing model (CAPM) approximates return as a linear function of beta. Beta is a measurement of how much an investment fluctuates in sync with the markets. For a stable bond, beta might be zero. The markets...

Value: The Third Factor...

The following is a guest post from Marotta Asset Management . It’s a continuation of their first factor ( CAPM ) and second factor ( size ) posts. A stock’s valuation is the final factor of the Fama-French three-factor model of investment returns. A stock’s valuation is...

FMF March Money Madness...

Here we go with the first round of Free Money Finance March Money Madness (to follow all the action click on my March Money Madness category link and scroll down to read all the posts involved in this subject.) I’ve listed each “game” (one post versus another) in...

Investing Mostly in Bon...

The following is a guest post from Marotta Wealth Management . Everyone worries about running out of money in retirement. Few people feel secure about government spending and Social Security. Even fewer retirees are confident about the future returns of the stock market. In the midst of...

What Happened This Summ...

The following is a guest post from Marotta Wealth Management. This summer many things that should do better over a long-term investment strategy did not. This situation is not unusual for one quarter’s worth of time. Such a result only makes reversion to the mean much more likely...

How to Maximize Long-Te...

The following is a guest post from Marotta Wealth Management . I recently read two articles that provided insight on how investors should respond to a market downturn. The first was Richard Ferri’s ” The Power of Passive Investing ” in the “Journal of...

Relax with a "Gone...

The following is a guest post from Marotta Wealth Management . Summer is almost here. It’s time to go fishing or take a trip or do wherever else you enjoy while on vacation. Unless your interests lie in investment management or you have a trusted fiduciary watching over your...

Time to Rebalance in Ma...

The following is a guest post from Marotta Wealth Management . The old stock market adage “Sell in May and stay away” suggests you can avoid risk and increase return by getting out of the markets during the summer. Seasonal investing hit a high after Sven Bouman and Ben...

2010 Non-U.S. Stock Les...

The following is a guest post from Marotta Wealth Management . Reviewing last year’s investment returns provides a blueprint for where you should consider investing in the new year. Last week we looked at U.S. stocks and bonds. This week we broaden our horizons. Here are five...