Newsletter Archive

Marotta On Money - October 18 Newsletter

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Taxes and Tax Management

Seventy-Five Days Left for Tax Management (10-18-2010)

In just 75 more days the largest dollar-denominated tax hike in U. S. history will take effect. If you have been focusing more on the political solution on Election Day than your personal finances, you have work to do before the end of the year. As a percentage of Gross Domestic Product (GDP), the Revenue Acts of 1941 and 1942 during wartime win the award for the biggest tax increase. Although the upcoming tax increases are not the biggest as a percentage of GDP, they will have an enormous impact on everyone.   On January 1, 2011, the 2001 and 2003 Tax Relief expires.
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In The News

"Tax Management: Plan More, Pay Less." Free Seminar at the Charlottesville Senior Center October 21

Thursday, October 21, the NAPFA Consumer Education Foundation is offering a free seminar at the Charlottesville Senior Center! The seminar is from 5:30-6:30pm, with a Q&A time to follow. The title is: "Tax Management: Plan More, Pay Less", 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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History and Biography