Newsletter Archive

Marotta On Money - October 01 Newsletter

Retirement Planning

How Much Should I Have Saved Toward Retirement? (10-01-2012)

Measuring progress regularly on the path toward retirement is critical. Fall too far behind, and you risk not being able to save enough to catch up. There is no downside to arriving early. You can use the analogy of the pioneers on the Oregon Trail as a way to think about your retirement planning. These stalwart individuals mapped which landmarks would show they were making progress and what they needed to do to reach each of them.
[click here to read more]

Upcoming Events

10/05

Virginia's Sales Tax Holiday: Energy Star and WaterSense Qualified Products.

Learn more

10/06

Founders Day

Learn more

In The News

David Marotta and Marotta Wealth Management Voted C-ville's Best Financial Advisor!

David Marotta was voted Charlottesville's Best Financial Advisor of 2012 in local C-ville Magazine.

[click here to read more]

Featured Video

Video: Squirrel Away Money While You Can

George Marotta: What Is A Contrarian? (08-07-2006)

A father and son's thoughts on contrarian investing. Part one of two. A contrarian is one who takes a side different from the masses. When everyone is going in one direction, a contrarian chooses to go in the other direction. I confess. I am a contrarian. In investment terms, it is difficult to be a contrarian. Here are some examples. In the spring of 2000, most investors were buying the Standard and Poor's 500 stock index fund. This index fund had been outperforming most mutual funds that were run by trained and highly-paid portfolio managers.
[click here to read more]

histbio