I Was Lucky To Be a 502
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George Marotta remembers his time serving in World War II.

On the Home Front During World War II
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As Edward R. Morrow would say at the close of his popular news broadcasts, “And that is the way it was on the home front during World War II.”

The Two Koreas
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After my military service in World War II, I warned fellow students that “there is going to be trouble in Korea!”

Hoover Fellow Criticizes Faculty For Their Partisanship (June 1988)
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This letter to the editor from George Marotta was published in The Stanford Daily on June 24, 1988.

Marotta Family Saying: Make Half a Mistake

Three generations explain this family saying which teaches one method of mitigating risk.

#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.

#TBT The Democratization Of Wealth
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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.”

#TBT High Prices For Energy Are Good!
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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.”

#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.

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.

Radio: Financial Reform & the Dodd-Frank Bill
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David Marotta & George Marotta discuss financial reform, specifically the Dodd-Frank bill and its implications on the economy.

Radio: George Marotta’s Experiences And Career
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George Marotta is a research fellow at the Hoover Institution pursuing research on international finance.

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.

ARM Yourself For Mortgage Rate Increases
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The party’s over for home owners who sought the lower initial payments of ARMs.

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.

Exchange Traded Funds
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ETFs combine tax efficiency with low expenses.

We Could be in a Real Estate Bubble
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The value of any asset category does not go in one direction forever. The housing prices boom shows signs of weakness, and that they may correct or at least under perform for the next few years.

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.

Personal Debt – The Borrower Becomes The Lender’s Slave
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The truly rich person is anyone whose income is greater than his or her expenses and whose expenses are sufficient to their desires.

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.

Twenty Stock Market Tips
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If you have a large portfolio, hire a professional manager.

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.

Don’t Tax Dividends Twice
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The current distorted tax system has resulted in a steady decline of dividend payouts over the past two decades and was a major contributing factor in the stock market bubble of 1999 and recent three-year bust.

Will The U.S. Go The Way Of Japan?
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In the US we allow companies to go bankrupt when they cannot succeed in business.

The Democratization Of Wealth
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I say, “Let the rich be rich!”

The United States: Capitalist Model to the World
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Let’s not change those things that made us successful in the first place: Maximum freedom for the individual.

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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