Newsletter Archive

Marotta On Money - August 22 Newsletter


Asset Allocation

How to Maximize Long-Term Returns (08-22-2011)

Our new website, MarottaOnMoney. com, helps us share wealth management ideas more frequently. We also comment on some of the financial planning literature that the average investor doesn't have time to read. I highly recommend subscribing to our weekly email updates. I recently read two articles that provided insight on how investors should respond to a market downturn. The first was Richard Ferri's "The Power of Passive Investing" in the "Journal of Indexes. " He said, "Morningstar weighed in with a comprehensive study on dollar-weighted versus time-weighted returns.
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Latest Marotta Market Analysis

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Squirrel Away Money While You Can (09-12-2005)

In 1985, an MIT professor won the Nobel Prize for a simple technique that squirrels have known intuitively from birth -- you have to "squirrel" away some nuts during times of plenty so you can survive during times of scarcity. Economist Franco Modigliani won his Nobel Prize for modeling how humans manage their household finances over a lifetime. Modigliani looked at the income and expenses of typical people over their life from the time they entered the workplace, raised their families, and retired. He found there were times when the household’s income was more than sufficient to meet their expenses and other times when money was tight.
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