This 2006 article teaches you how to use a net worth statement is to measure your progress toward retirement and, as David Marotta writes, “What gets measured is more likely to be accomplished.”
This whimsical 2004 post uses the hypothetical family business of Belle and the Beast to teach a valuable lesson about passing on the family business to the next generation.
The average worker will have a dozen employers and work at each job for less than four years. Your career is now your responsibility, and so is your retirement plan. Allow this 2010 article to be your lifetime Human Resources Department guide to being financially prepared.
Maybe if we say it enough, it will actually get done. “The correct rate for the capital gains tax is zero, zip, nada. Perhaps it is even negative!”
This 2004 article contains the five steps you should take to navigate how to make your business venture more than just a dream.
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.”
This 2007 post offers us a bit of timeless advice. Funding a Health Savings Account can be as much about your present medical bills as it is about your end of life care.
As David Marotta writes in this 2012 post, “If I had to pick one learned skill that has served me the best in my career, it would be learning to grab my mind by the scruff of the neck and drag it back to the task at hand.” This piece reminds us that hard work can sometimes be your best doctor.
The capital gains tax is economically senseless. This 2014 post has fourteen of the loopholes the government’s gain tax unintentionally incentivizes.
This 2015 article reminds us of the benefits of umbrella insurance. We recommend $2 to $5 million of umbrella coverage for typical families with assets over $300,000.
This 2007 post reminds that because of inflation the value of cash trends down, encourages us to protect your portfolio against a falling dollar, and reveals an inconsistency with CPI calculations and actual inflation.
This 2006 article shares the personal story of David Marotta’s maternal grandmother who lived to age 99 1/2.
“Better is having a financial advisor who gets to know you personally and manages your finances according to your specific values.”
This 2002 post reminds us, “If you rely on a commission-based financial product salesperson, you will probably be sold the wrong kind of funds.” It was also the first article of ours to be featured in the “Charlottesville Business Journal.”
If you ever wondered how the stock market works, this 2006 article is for you. It is both the personal story of David Marotta’s maternal grandfather, Donald Mortlock, and an explanation of how the market of the stock market is made.
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.
Back in 2004, we watched Donald Trump as a reality TV show star. This throwback article is an inspiring reminder that “You’re fired!” can be an opportunity to work for yourself.
“Once the incision is made, there is no turning back. And without a clear understanding of economics, our experimental treatment may kill Uncle Sam.” It’s too bad Congress didn’t take this 2009 article’s advice yet.
This 2015 article is one of my favorites. The holiday cliché is to complain about hyper-materialism, but according to anthropologists, gifts and gift giving help shape our identities.
This 2011 post marks the birth of the SEC-required “plain English” descriptive brochure of disclosures. As David Marotta predicted, this new requirement was just another feel-good legislation aimed at making people feel safer without actually making them safer.
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.