Newsletter Archive

Marotta On Money - September 12 Newsletter


Asset Allocation

Libertarians Should Invest More Down Under (09-12-2011)

Libertarians and economists both recognize that countries with more economic freedom experience higher gross domestic product (GDP) growth. That growth translates into higher stock returns for investors savvy enough to look for governmental fiscal restraint rather than government stimulus. Since 1994, the Heritage Foundation Index of Economic Freedom has used a systematic empirical measurement of economic freedom to evaluate countries worldwide. Their conclusions clearly show that economic freedom and higher rates of long-term economic growth go together. Investors can use the study to select countries for their foreign stock allocation.
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In The News

David John Marotta Interviewed for "Investment News" Article

David John Marotta was interviewed for a recent article in Investment News magazine discussing Roth conversions and the pros and cons of recharacterizing some Roth IRA accounts in October.

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A College Degree is Worth a Million Bucks (09-26-2005)

Part one in a six part series on planning, saving, and paying for college. A college degree is worth more than its weight in gold. In fact, the value of a college education is worth about $1 million, according to a 2002 study conducted by the US Census Bureau. In the face of rising college tuition costs, education may seem like an impossible dream, but education is a key part to your financial well-being. As with any big investment, diligent planning and saving is required. After graduating from Stanford in 1982, my newlywed wife and I moved to Eugene, Oregon.
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College Planning