Newsletter Archive

Marotta On Money - March 20 Newsletter


Asset Allocation

Marotta’s 2017 Gone-Fishing Portfolios (02-22-2017)

A gone fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year. We recommend a gone-fishing portfolio for small accounts of people who are getting started with investing. For those with larger accounts or those who are approaching or in retirement, we recommend professional management. For that reason, our calculators do not make recommendations beyond age 70. This year we are offering three different gone fishing portfolios.
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In The News

Radio: Why Corporate Tax Rates Should Be Lowered

David John Marotta was interviewed on radio 1070 WINA's Schilling Show discussing corporate tax rates, and why they should be lowered.

They discuss the economic effects of corporations paying less in taxes and how this might increase jobs and wages, not to mention shareholders in public company stocks.

Listen to the interview here.

Photo used under Flickr Creative Commons license.

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Retirement Wisdom Part 5 - Value Objective Advice (11-22-2004)

Would you complain if your $100,000 investment grew to $5. 2 million dollars over 50 years? Probably not, but how would you feel if you found out it would have grown to $16. 7 million had you not lost $11. 5 million to unnecessary fees, expenses and commissions? Analyze your investments at the Morningstar website: www. morningstar. com. Enter the five-character ticker for one of your funds; for example, the Vanguard 500 Index Fund has the VFINX. Then click on the "Fees & Expenses" tab. For the Vanguard S&P 500, the current total expense ratio is 0.
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Retirement Planning