Newsletter Archive

Marotta On Money - May 30 Newsletter

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Life Planning

The Happy Habits of Appreciation and Gratitude (05-29-2016)

Life planning is the process of determining what you value in life and then organizing everything to further those values. Life planning directs all of financial planning. Life planning begins as thoughts and ultimately shapes our entire destiny. It is similar to the Chinese proverb: Be careful of your thoughts, for your thoughts become your words. Be careful of your words, for your words become your actions. Be careful of your actions, for your actions become your habits. Be careful of your habits, for your habits become your character. Be careful of your character, for your character becomes your destiny.
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Upcoming Events

05/30

Memorial Day

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06/01

June is The Month of Wedding Financial Planning

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In The News

What Are The Problems With Illiquid Alternative Investments?

The term "alternative investment" refers to many types of investments besides traditional stocks and bonds. Many are not publicly priced and traded, which makes them harder to trade. That is why we call them illiquid.
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Safeguard #1: Do Not Allow Your Advisor to Have Custody of Your Investments (01-12-2009)

I was recently asked if investors should trust their financial advisors. And my short answer, you may be surprised to hear, was no. Given all the greed and deceit revealed last year in the world of financial services, this question of trust could not be more timely. If your advisor is not a fiduciary, he or she has no legal obligation to act in your best interest. Only about 7% of those working in financial services are fiduciaries, so the odds are your advisor is probably not. Simply put, the term "fiduciary" applies to those who have the legal responsibility to manage other people's money.
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