My grandfather turns 97 this year. While not often celebrated or recorded in history, my grandfather played an important supporting role to many important events.
My grandfather served in Japan during World War 2. He turns 96 this year.
My grandfather turns 95 this year. He is one of my role models and favorite people. What a joy to celebrate him.
Interview with George Marotta on his time at Stanford’s Hoover Institution with Miilton Friedman, Thomas Sowell and Edward Teller.
Inverview with George Marotta on NAPFA and being a fee-only fiduciary
The 85-year-old Palo Alto patriarch has turned helping his 10 grandchildren into a hobby that has paid off for multiple generations.
George Marotta is a research fellow at the Hoover Institution pursuing research on international finance.
Buy when there is blood on the street and sell on the sound of the trumpet.
George Marotta reminds us in this 2002 article, “Each person can best help society by developing his or her talents to the fullest. In the process, some will earn very large incomes, but that’s OK.”
George Marotta remembers his time serving in World War II.
After my military service in World War II, I warned fellow students that “there is going to be trouble in Korea!”
This letter to the editor from George Marotta was published in The Stanford Daily on June 24, 1988.
Three generations explain this family saying which teaches one method of mitigating risk.
Yes, many retirees may die with significant assets. However, this helps to ensure that they have sufficient assets to support their lifestyle should they make it to age 100.
This is a fairly easy way to receive a 5% reward for my gasoline purchases but it does require that you have a family member who served in the military.
In the speech, she tells the story of how she taught second through sixth graders about democracy, economics, entrepreneurial endeavors, and personal financial planning.
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.
Diversification is important. Diversification did not eliminate losses, but it did lose less and recover more quickly.
The increasing monoculture within universities pushes, at least slightly, each graduating class more toward favoring socialism.
Neither the dire pessimism at the start of the Bull Market of the 1990s nor the blind optimism at the end were warranted.
When I was a teen, my grandfather George Marotta passed down to me his copy of “What You Need to Know Before You Invest” by Rod Davis. I recommend this book as way to gain a baseline understanding.
This 2001 post from George Marotta reminds us that “If prices are determined by the market place, there is never a ‘shortage’ of anything. There is an excess of demand because energy prices are too low.”
Thank you, Robert, for your email and your readership. I hope that everyone enjoys our new “Do-It-Yourself” service level.
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.
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.
A good narrative describes what happened in the past. And even though past earnings may have something to do with current share prices, they don’t have anything to do with future share prices.
Under one theory, changes in GDP or the rate of GDP growth precede and could cause stock markets to react and move in response. This is usually not the case.
Our minds are wired to quickly generalize on perceived trends and react to them.
Stocks less frequently traded have better returns.
“Take a version of this fiduciary oath to the brokers down the street and ask them to sign it. If they refuse, ask why.”
Even half of what they collect in Social Security could provide a better private benefit.
Imagine these two strategies competing in a track race. It’s as if one runner were told to wait until the other finished her first lap before beginning.
Follow a philosophy so that there is always a smart place to get money
For families with complexity to their finances, hiring a tax professional actually saves them money. Wealth managers bring benefit to such families in the same way.
Mid-cap value should be part of any U.S. stock allocation which wants to remain invested in the markets, but is worried about potential corrections.
Even if the overall inflation rate is only 2.25% in the next 10 years, an investor who holds a 10-year Treasury until maturity will realize a zero real return after inflation.
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.
A collection of articles from and about third quarter 2011.
Father George Marotta and son David John Marotta were featured in an article in Financial Planning magazine.
“Small changes over a long period of time make all the difference.” Learn how to teach financial wisdom to your children with Megan Marotta’s series, “Rich Dad, Rich Daughter.”
In 2010 I published a column entitled “Now’s Still the Time to Buy a House.” Investing is like chess in slow motion. It is important to review your moves to see how they turned out. Sometimes they don’t turn out well. Our prediction about real estate, however, was brilliant.
Finding countries where you can plant your investments in fertile soil may be one of the most important asset allocation decisions you make for the next several years.
David Marotta & George Marotta discuss financial reform, specifically the Dodd-Frank bill and its implications on the economy.
Everyone is expecting real estate to underperform the stock market for many years going forward.
Mortgage rates are at historical lows, so the next few years are the time to take advantage of them.
There are several investment safeguards you should insist on. One is to avoid any investment opportunity that sounds too good to be true.
Countries must allow all of their populations to participate as fully as possible.
Investors have been told, “Invest in what you know.” While this may have been a good adage for avoiding investing in companies with no business models, it is a poor rule of thumb to use when building diversified portfolios.
The argument that workers might make mistakes is strange in light of the gross errors made by the government itself.
We guarantee you will agree it makes sense to entrust leadership to this last nominee.