Newsletter Archive

Marotta On Money - November 28 Newsletter

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Asset Allocation

Investing Mostly in Bonds Means a Lower Lifestyle in Retirement (11-28-2011)

Everyone worries about running out of money in retirement. Few people feel secure about government spending and Social Security. Even fewer retirees are confident about the future returns of the stock market. In the midst of this turmoil, especially after this past summer's sharp drop, many investors wonder if they should put all of their investments into something safe and avoid the markets altogether. What people perceive as secure varies and includes bonds, cash, gold bullion or immediate annuities. Recent history has proven that safe investments generally don't produce decent returns. For example, bonds get downgraded, and even entire countries default.
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In The News

NCEF Seminar Thursday, December 1

This Thursday Marotta Advisor Matthew Illian will be giving a free talk at the Charlottesville Senior Center on Giving Your Grandchildren the Gift of a College Education--a gift that keeps on giving. The talk is from 5:30-6:30pm, with time for Q&A afterwards.

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Keep Christmas Your Own Way (11-17-2008)

In Charles Dickens's "A Christmas Carol," Ebenezer Scrooge calls Christmas a "humbug" because of the foolish way people celebrate it. He asks his nephew, "What's Christmas time to you but a time for paying bills without money?" Sadly, that sounds like Christmas for many American families binging on expensive gifts. Every year, Americans seem determined to be more frugal than the year before because of the latest economic conditions. One year it is rising energy prices; another year it is rising interest rates. This year, of course, the drop in everyone's investments looms large.
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