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Our Articles

Money Questions: Benchmark Your Retirement Savings
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Q: I just hit the big 5-0, and my retirement date is now in the foreseeable future. How do you suggest I assess the performance of my 401(k) and investment accounts? Do you have any benchmark recommendations? I would like … Read More

Mailbag: Is There a Certain Roth You Recommend?
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I’m in my 20s and I’m just getting started in the working world. I’m also looking at a Roth IRA. Is there a certain Roth you recommend?

Mailbag: Which of These 401(k) Investment Choices Do You Recommend?
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I’m in my 20s and I’m just getting started in the working world. Which of the attached 401(k) investment choices do you recommend?

Mailbag: Which Investments Should I Fund First?
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I’m in my 20s and I’m just getting started in the working world. I would love to start funding my Roth and 401(k), but I have no idea where to begin!

Third Quarter 2011 in Review
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A collection of articles from and about third quarter 2011.

Economic Lessons from “Settlers of Catan”
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What makes Catan particularly interesting is that just producing the most resources is not sufficient to win the game. Knowing what mix of resources you need to meet your objectives is critical.

Radio: Giving Your Children a “Rich” Mindset
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David Marotta and Megan Marotta were featured on October 11, 2011 on radio 1070 WINA’s Schilling Show discussing the importance of teaching your children about money and giving them a “rich” mindset.

Rich Dad, Patient Daughter
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With money in my pocket and impulse in my veins, I used to cherish our weekly trips to Toys ‘R’ Us. However, it was on the Barbie aisle under my parents’ guidance that I became a money-savvy kid with the millionaire mindset.

This Time is (Not) Different
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Growing investor despair that somehow we have entered into a new era in which individual investors can no longer make money in the markets is an overreaction to the headlines.

Money Questions: Fleeing to Fixed Income
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What advice do you have for someone who is considering a strategy shift toward fixed income?

What Happened To the Dollar This Summer (2011)?
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Currency movements changed direction this summer and the dollar strengthened for a season.

Stock Funds Shed $29.29 Billion
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Investors pulled $83.31 billion out of stock funds during the summer months. Stocks drop when there are more sellers than buyers. And when there are outflows like this stocks drop precipitously.

What Happened This Summer (2011)?
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This summer many things that should do better over a long-term investment strategy did not. This situation is not unusual for one quarter’s worth of time. Such a result only makes reversion to the mean much more likely in the coming quarters.

Rich Dad, Working Daughter
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When it comes to teaching financial lessons, setting a good parental example is important, but actually giving the child some experience making wise financial decision is essential.

Wealthy Kids In Trouble
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Children of the rich and famous are not immune to the temptations and foolish behavior that sometimes plague the rest of this generation’s youth.

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