#TBT Is the Era of Big Government Really Over?
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This 1998 speech by George Marotta was in response to President Bill Clinton bold statement that “the era of big government is over.” Is it really? Twenty years later the skepticism of this post rings true.

#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.

Invest in Women
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Countries must allow all of their populations to participate as fully as possible.

You Too Can Become a Billionaire
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Learning how billionaires amass their wealth may expand your financial horizons and possibly stimulate some ideas that could lead to your name being added in the future.

George Marotta: What Is A Contrarian?
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Buy when there is blood on the street and sell on the sound of the trumpet.

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.

You Too Can Become A Billionaire (2005)
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On your way to becoming a billionaire, the million markers become commonplace.

Why We Need to Fix the Social Security Program Now
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The argument that workers might make mistakes is strange in light of the gross errors made by the government itself.

Why We Need to Fix the Social Security Program Now
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We are living too long and we don’t have as many children as we used to.

Letter to the Wall Street Journal 12/3/2004
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Our children and grandchildren deserve better!

Will Iraq Be Another Vietnam for the US?
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The media is making the job more dangerous.

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.

How to Avoid Another Stock Market Bubble
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Congress contributed greatly to the bubble through the distorted incentives created by the tax code.

The New World Order
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We all must become volunteers in fight against terrorism in order to maintain the new world order.

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.

High Prices For Energy Are Good!
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Higher energy prices will encourage alternative sources of energy that are more environmental friendly.

One Day To Take Stock Of Our Giant Tax Burden
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Filing federal taxes accounts for 82 percent of the federal government’s entire paperwork burden.

Unfortunately, The Stock Market IS A Leading Indicator
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The Stock Market will Drop Further.

We Need A Better Income Tax System
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Let’s have a tax code that looks like it was developed on purpose!

DOW 36,000 OR 6,000???
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The market is very “pricey” when old-fashioned measures of stock market valuation are examined.

The Wealth Effect
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When (not if) the Federal Reserve Board increases interest rates, this will bring the stock-market party to an end as higher interest will cause both stocks and bonds to fall in value.

Privatize Social Security (January 1999 NAPFA Journal)
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The major mistake was in not indexing the age of retirement to life expectancy.

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.

Is the Era of Big Government Really Over?
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In 1996, President Clinton said that “the era of big government is over?”

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