Newsletter Archive

Marotta On Money - January 16 Newsletter

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One Example Of What Is Wrong With Commission Based Investment Advice (01-02-2017)

A recent article entitled "Merrill Lynch FAs Must Refer Clients or Get Pay Cut" showed just one example of what is wrong with commission based investment advice. It opened with this explanation: Merrill Lynch brokers will now have to refer at least two clients to other units of parent company Bank of America next year if they want to keep the same pay, people familiar with the matter tell the Wall Street Journal. Advisors who don’t make the quota will lose 1% of their pay, those sources tell the Journal.
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Upcoming Events

01/18

Martin Luther King Jr. Day

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01/20

Update your directory of information and annual statements

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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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What the Rich Know and the Poor Do Not (01-15-2007)

This new year, resolve to get your financial house in order so that you can enjoy peace of mind. Financial planning is important, but it is never urgent. Most people fail to establish a financial plan because they fail to start planning. Some resolutions can be postponed, but for every six years that you delay saving and investing, you cut your retirement lifestyle in half. So, act on your resolution today. To successfully build wealth, you must know the answer to two important financial questions. However, many Americans never bother to get the answer for themselves.
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