Newsletter Archive

Marotta On Money - March 14 Newsletter


Investment Vehicles

Multiple Accounts: An Essential Management Tool (03-14-2011)

To build real wealth, you need specific wealth management tools. One of these is opening the right accounts and using them correctly. Most families have less than half of the accounts they really need, and young newlyweds often only have a checking account. Here is a description of each wealth-building account, roughly in the order a young couple would need them. *Joint checking account:* This account should only hold money you need to maintain your lifestyle. Keep the balance between two and three times your monthly spending. Save and invest any additional.
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In The News

David Marotta's Article a Competition Finalist

David Marotta has an article in the running for fi360'sarticle competition, a chance for AIF® and AIFA® designees to showcase their position as thought leaders on fiduciary issues in the investment industry.

To see the article and competition information, go to fi360's website.

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Getting Started With Investing (04-20-2009)

There isn't a better time to invest than today. The way to build real wealth is by living well below your means and then saving and investing the difference. The poor buy things; their homes are cluttered with them. The middle class buys liabilities like second homes and boats, and then they are obliged to make payments and upkeep on them for years. In contrast, the rich buy investments that appreciate and pay them dividends and interest for decades. Despite recent market turmoil, historic long-term returns still average 10% to 12%.
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