Newsletter Archive

Marotta On Money - October 11 Newsletter



Getting the Most from Your 401(k) or 403(b) (10-11-2010)

For many workers, their retirement account is their largest asset. Having so much of your nest egg in one place means you should watch carefully how it is invested and monitor it regularly. Unfortunately, the average family spends more time planning their annual vacation. The secret of making it financially used to be joining the right company, earning big bonuses and promotions and letting the firm provide for you in retirement through its defined benefit program. Your benefit in retirement was typically defined by your earnings over the course of your career. But as we all know, those days are over.
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In The News

Free Seminar Wednesday, October 13: Get the Most Out of Your 401(k) or 403(b)

This Wednesday, October 13, the NAPFA Consumer Education Foundation is offering a free seminar at Northside Library in Charlottesville! The seminar is from 7:00-8:00pm, with a Q&A time to follow. The title is: "Get the Most Out of Your 401(k) or 403(b)", and the speaker is David John Marotta. For more information click here.

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David John Marotta: What Is A Contrarian? (08-14-2006)

Much of my financial instincts were developed watching my parents manage money on a daily basis. Even now, one of the highest compliments that I can be paid is for someone to say, "The apple didn't fall far from the tree. " Last week my father authored specific examples of contrarian investing. This week I'd like to show how contrarian investing is at work when you regularly rebalance your portfolio. A contrarian is an investor who buys a category when most others are selling and sells when others are buying.
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