#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 What Is The Alternative To An Annuity?
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It is always a good time to be reminded that an immediate fixed annuity is not an investment; it is an insurance product. This 2015 article by David John Marotta is a methodical unraveling of annuities and a description of the far superior alternatives.

#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.

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