Newsletter Archive

Marotta On Money - May 09 Newsletter

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Life Planning

Aligning Your Money and Your Values (05-09-2011)

A common temptation is to judge our well-being not by what we have but by how much we have compared to others. Families at today's poverty level live as well as the upper middle class did a few decades ago. Nevertheless, they still feel deprived. Luxuries ultimately disappoint us as we become accustomed to a higher standard of living. An indulgent purchase loses its luster, and the satisfaction it brings is fleeting. The old saying is true: Money can't buy happiness.
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05/26

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In The News

David John Marotta Wins 2010 Amy Foundation Award of Outstanding Merit

The 2010 Amy Foundation Writing Awards have been announced, and David John Marotta's article "The Poorhouses of 'A Christmas Carol'" won an Award of Outstanding Merit!

For the press release, see the Amy Foundation website.

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Investment Strategies Part 3: Rebalance Regularly Between Asset Classes and Subcategories (06-08-2009)

The investment metric correlation helps you continually take your gains off the table for safe spending. And it helps you determine what constitutes an asset class and which subcategories to consider for further diversification. Once these categories are defined, correlation can also reveal how much of a bonus to expect from your returns when you rebalance between two categories. In his 1996 article "The Rebalancing Bonus" William J. Bernstein presented a brilliant formula to approximate the extra return you can expect by rebalancing your portfolio regularly. We rarely focus on a formula in this column.
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Asset Allocation