Newsletter Archive

Marotta On Money - December 03 Newsletter



The Wisdom of Jack Bogle (12-03-2012)

I recently returned from a National Association of Personal Financial Advisors (NAPFA) conference which I attended as a speaker and participant covering diverse financial planning subjects. Other than spending quality time with my coworker and friend, Bob Arms (and I'm not just saying this because he made an extra trip back to the hotel to look for my cell phone that I thought was lost but was instead, umm, buried in the bottom of my travel bag), the highlight of this conference was the opportunity to hear from Jack Bogle, one of my personal heroes in the investment world.
[click here to read more]

Upcoming Events


Know the reason for the season

Learn more

Belle Didn't Really Love Scrooge (12-11-2006)

About this time each year I re-read "A Christmas Carol," by Charles Dickens. By far, the saddest portion of the book is the scene where the ghost of Christmas past forces Ebenezer to relive the day his fiancée breaks their engagement and his heart. While we often assume that Ebenezer did not love Belle, the sad truth is that Belle never really loved Scrooge. Belle's financial personality is what Bert Whitehead, financial expert and author, describes as a "Bon Vivant" in his book "Facing Financial Dysfunction. " In his book, Whitehead maps financial personality on two different axes.
[click here to read more]

christmas carol

Dickens' "A Christmas Carol"