Newsletter Archive

Marotta On Money - December 13 Newsletter

ChristmasCarol

Dickens' "A Christmas Carol"

The Two Portly Gentlemen Are Entrepreneurial Philanthropists (12-13-2010)

As I do every December, I have been enjoying rereading "A Christmas Carol" by Charles Dickens. This year I've been thinking about Scrooge's interaction with the two portly gentlemen who stop by to collect for the poor. These entrepreneurs represent one of my favorite financial personalities. In his book "Why Smart People Do Stupid Things with Money," Bert Whitehead describes different financial personalities. He depicts an "entrepreneur" as someone who tends toward greed rather than fear but is balanced between a propensity to save or spend. Whitehead maps financial personality on two different scales. The first measures people's tendency toward greed or fear.
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Upcoming Events

12/15

Be sure you have taken your Required Minimum Distributions from your IRA accounts

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12/21

First day of Winter

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In The News

Stanford University Continuing Education Course Taught by George and David Marotta

George Marotta and David Marotta will be co-teaching a Continuing Education course at Stanford University titled "*Investing in the Emerging Market Countries*. "   *Date & Time:* Saturday, January 29, 9:00am-12:30pm *Location:* Stanford University, room TBD *To Register: *Visit http://continuingstudies. stanford. edu/[http://continuingstudies. stanford. edu/] and register for course WSP 63.
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Marley's Ghost Was Haunted by Regret (12-07-2009)

"Marley was dead. " That's how Charles Dickens's A Christmas Carol begins. Jacob Marley, dead exactly seven years to the day, is the real ghost in the story. We see Ebenezer Scrooge's life in light of his partner's death. Although the way the two men approached their finances may seem identical, when we take a closer look, subtle but important distinctions emerge. In his book Why Smart People Do Stupid Things with Money, Bert Whitehead describes different financial personalities. He depicts a "miser" as someone who is strongly motivated by fear but has a natural inclination to save.
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christmas carol

Dickens' "A Christmas Carol"