Newsletter Archive

Marotta On Money - June 11 Newsletter



Fee-Only Financial Planner: What's the Difference? (06-11-2012)

Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients' best interest. They do not accept any fees or compensation based on product sales. Fee-only advisors have fewer inherent conflicts of interest, and they generally provide more comprehensive advice. The National Association of Personal Financial Advisors (NAPFA) is the leading professional association of fee-only financial advisors. NAPFA is distinguished both by the competence of its advisors and their method of compensation. Commission-based agents and brokers often take offense at this distinction.
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In The News

David John Marotta a Finalist in fi360 Article Competition

David John Marotta's article "Ten Questions to Ask a Financial Advisor" was a finalist in the fi360 2012 Article Competition.

The fi360 article competition is a chance for AIF® and AIFA® designees to have their writing published and showcase their position as thought leaders on fiduciary issues in the investment industry. The purpose of the competition is to encourage Designees to share their knowledge and experiences in a way that helps fiduciaries better understand or perform their roles or advocate for high standards of care.

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Safeguard #4: Buy Investments That Trend Upward (02-02-2009)

Crazy volatile markets push people toward irrational investment schemes. Methods to safeguard our investments won't prevent loss, but ideally they will prevent us from putting our money in investments where we should have known better. Let me give you an example. There's always a way to make money in the markets. I'm going to tell you how you could have made a lot of money last year. Some investors used this technique to capture huge gains in 2008 while most investors were losing their shirts. What was their secret? Halfway through the year they bet oil prices would drop.
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