#TBT The History of Mutual Funds
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93 years ago there was only one mutual fund. Today, there are thousands. This 2003 article tells the story of how this staple of the financial services world got its start.

#TBT It is Time to “Scrap the Tax Code”
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Our first article posted online is a wonder to behold. This 1998 beauty is written by George Marotta, founder of Marotta Money Management. In the article, he reminds us that, “Anyone of us could design a better system, but 500 congress people cannot resist the pressure groups who want to twist the code to benefit their particular constituencies.” Decades old, this post still rings true today.

Inverview with George Marotta: NAPFA and being a fee-only fiduciary
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Inverview with George Marotta on NAPFA and being a fee-only fiduciary

Rich Dad, Rich Son, Rich Granddaughter
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George Marotta, also known as “Papa” to me, is quite a fount of wisdom and knowledge. In this post, I give you Papa Marotta and a little bit of wisdom I managed to get him to share on grandchildren.

Taxes are NOT Funny
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“April is the month,” one wit noted, “when the green returns to the lawn, the trees and the Internal Revenue Service.”

Tax Freedom Day Arrives on April 17th, 2005
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Two hours and twenty minutes of every eight hour day go to pay taxes. Three minutes go toward personal savings.

The History of Mutual Funds
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Today, we have 8,269 mutual funds. About one-third of all common stocks are held in mutual funds.

Tax Freedom Day Arrives in Virginia on April 24th, 2002
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Despite the small decrease, the size of the federal government is still at an unprecedented level.

Global Financial Crisis (November 1998 Newsletter)
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Periodically, investors should review their portfolios with a view toward rebalancing the assets.

Tax Freedom Day is May 10th for 1998
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Big Government has become a vast machine to redistribute income from those who earn it to those who yearn for it.

It is Time to “Scrap the Tax Code”
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Anyone of us could design a better system, but 500 congress people cannot resist the pressure groups who want to twist the code to benefit their particular constituencies.

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