Newsletter Archive

Marotta On Money - July 28 Newsletter



Chipotle's Wisdom (07-27-2014)

The marketing people at Chipotle Mexican Grill have a new promotional idea called "cultivating thought. " They invited selected authors to write something designed to be read in two minutes. These pieces are printed on the sides of Chipotle takeout bags as well as drink cups. Although these works may never reach the New York Times bestseller list, they may actually be read by the quarter of a billion customers who order at Chipotle every year. These quotes are provocative, not only for what they say, but for what they say about us as Americans.
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In The News

Free NCEF Seminar: NAPs: Tax Credits for Giving to Local Charities

If you missed Matt's talk, you can download the slides and his narration at SlideShare. *Topic:* Neighborhood Assistance Programs: Tax Credits for Giving to Local Charities *Speaker:* Matthew Illian, CFP®, AIF® Wealth Manager, Marotta Wealth Management, Inc.
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Relax with a "Gone-Fishing" Portfolio (06-06-2011)

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 investments, consider having a portfolio designed to allow you more time to relax. 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. But a secondary virtue is that it avoids the worst mistakes of the financial services industry.
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Asset Allocation