Third Quarter 2011 in Review

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Here is a collection of articles from and about third quarter 2011:

What Happened This Summer?

Lifeguard with BinocularsThis 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.

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This Time is (Not) Different

This Time is DifferentGrowing 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.

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Money Questions: Fleeing to Fixed Income

old man with caneWhat advice do you have for someone who is considering a strategy shift toward fixed income?

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How to Maximize Long-Term Returns

August 22, 2011by David John Marotta

Coin GraphI recently read two articles that provided insight on how investors should respond to a market downturn.

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Mailbag: Should I buy puts if I’m worried about the market?

Sunken BoatWon’t this hedge the markets and protect me in case the markets go down?

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Family Affair

David and George MarottaFather George Marotta and son David John Marotta were featured in an article in Financial Planning magazine.

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Rich Dad, Patient Daughter

Learning to Wait a Week

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.

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The Hedging Game

September 16, 2011 by David John Marotta

Hedgehog“Structured products’ risk-reward ratio is worse than you think.”

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Mailbag: How can there be more sellers than buyers?

MarketHow can there be more sellers than buyers? Who are those “extra” sellers selling to?

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Follow David John Marotta:

President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.