Newsletter Archive

Marotta On Money - July 21 Newsletter



The Wealth of Nations is Their Freedom (07-20-2014)

In 1776, Adam Smith in "The Wealth of Nations" theorized that "When institutions protect the liberty of individuals, greater prosperity results for all. " Institutions are significant national practices, rules or organizations that frame the environment in which goods are produced. Institutions help determine acceptable behavior and establish the incentives that stimulate or prevent economic growth. Ideally institutions protect freedom, creating growth-inducing incentives that lead to technological innovation as well as capital and labor investment. Together these effects then generate national economic growth. Economic growth depends on investment. Money and labor must be sacrificed today so product may be created later.
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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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'Gone Fishing' American Style (06-20-2011)

Creating a gone-fishing portfolio begins with a top-level asset allocation. We use six asset categories. The three for stability are short money (maturing in less than two years), U. S. bonds and foreign bonds. The three asset categories we use for appreciation are U. S. stocks, foreign stocks and hard asset stocks. Setting these top-level asset allocation targets is the most important part of your investment management decisions. It will determine not only how much return your portfolio gets but also how much risk you are taking.
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Asset Allocation