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What Happened To the Dollar This Summer (2011)?
on October 12, 2011
with No Comments
Currency movements changed direction this summer and the dollar strengthened for a season.
Stock Funds Shed $29.29 Billion
on October 11, 2011
with 2 Comments
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)?
on October 10, 2011
with No Comments
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
on October 8, 2011
with 1 Comment
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
on October 7, 2011
with No Comments
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.
Bar Stool Economics Revisited
on October 6, 2011
with 2 Comments
Most Americans want to know that everyone is paying their fair share. Achieving this goal gets more challenging with each dot and tiddle added to the voluminous internal tax code.
Financial Planning For Kids With Special Needs
on October 5, 2011
with No Comments
Parents with disabled children must have an estate plan to provide without disqualifying them from receiving public assistance.
Roth Regrets? Still Time to Change
on October 4, 2011
with No Comments
David John Marotta was featured in a Wall Street Journal article about the upcoming Roth recharacterization deadline.
Economic Lessons Learned from Chess
on October 3, 2011
with No Comments
I love strategy games. Many people dismiss games as a waste of time. But at their best they teach principles of cause and effect that we can use as paradigms for real life.
Rich Dad, My Father
on October 1, 2011
with No Comments
David John Marotta may just be an economic columnist or financial planner to you, but to me he is an amazing father and best friend. I’d like to take this opportunity to show you why he was and is so awesome.
Chess: David John Marotta vs. Edward Teller (1977) – Game 2
on September 30, 2011
with 2 Comments
Played at the age of 16 at a social gathering with theoretical physicist Edward Teller on 1977-07-09.
Chess: Edward Teller v. David John Marotta (1977) – Game 1
on September 30, 2011
with No Comments
Played at the age of 16 at a social gathering with theoretical physicist Edward Teller on 1977-07-09.
Money Questions: Insights on I Bonds
on September 29, 2011
with No Comments
Q: I am receiving some extra cash as a result of maturing CDs. I want to make a safe investment that is protected against future inflation. We do not need this money, and so I am interested to know what you think of purchasing I bonds for our grandchildren. I have heard they can be tax free if used for college.
Family Affair
on September 28, 2011
with 2 Comments
Father George Marotta and son David John Marotta were featured in an article in Financial Planning magazine.
Stop Telling Yourself These Three Financial Lies
on September 26, 2011
with No Comments
Most of us rationalize why we can’t get our finances together right now. Many Americans prolong these excuses during their entire working careers. Here are three lies you must stop telling yourself in order to build a solid financial foundation.