Newsletter Archive

Marotta On Money - October 04 Newsletter

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Insurance

Umbrella Insurance Is Always the Right Answer (10-04-2010)

If you have a personal umbrella insurance policy, congratulations. If you don't, you must not have a lot to lose. This important insurance can extend your liability coverage beyond your home and auto insurance by millions of dollars. We live in a litigious society. Anyone can sue you for any reason. Those with money are targets simply because suing someone without assets is pointless. Car and home insurance are required, but even $300,000 liability coverage won't protect you in the event of a catastrophe. Your teenage driver is at fault and young people in both cars are seriously injured.
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In The News

David John Marotta appears on WINA's Schilling Show

David John Marotta appeared on radio 1070 WINA's "The Schilling Show" to discuss Roth conversions and how they can be used for effective tax management. To hear the show, click here.

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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.
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History and Biography