Newsletter Archive

Marotta On Money - May 20 Newsletter

Politics

Marketplace Fairness Act Burdens Businesses With State Compliance Audits (05-19-2013)

States started with a sales tax. Then they added a use tax to collect revenue that escapes the sales tax. Now the Senate has passed the Marketplace Fairness Act (MFA) to force companies in other states to collect the tax. Few individuals comply with the use tax, and where everyone is guilty, no one is guilty. The government does not have our interests at heart in the changes proposed in the MFA. Government has its own interests at heart. And the government's interests are to use private individuals subordinate to state regulators to collect more tax without voters noticing.
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Upcoming Events

05/25

Virginia's Sales Tax Holiday: Hurricane and Emergency Preparedness Equipment.

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05/27

Memorial Day

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In The News

Featured on Marotta On Money in May: Financial Advice for Recent Grads

Head over to our blog, Marotta On Money, to see our May feature: Financial Advice for Recent College Graduates.

Many young men and women graduate from college and have little idea what to do with their money or what it means to be "financially responsible." Pass this along to any you know and help them get started on the right financial foot!

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Featured Video

Video: What's more important: Saving for College or Retirement?

Investment Strategies Part 4: Don't Rebalance at the Sector Level (06-15-2009)

Rebalancing between asset classes boosts returns and decreases volatility. But setting your asset classes based on sectors of the economy is not an effective strategy. You can rebalance your investment allocation at three levels: stocks and bonds, between asset classes and among subclasses. At the highest level, rebalancing between stocks and bonds reduces risk. Selling some of your stocks after the market has appreciated limits your portfolio’s volatility and locks in some of your gains. Correlation between investment categories helps define asset classes and sort out which are merely subclasses. The lower the correlation, the greater the bonus you can gain by rebalancing regularly.
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