Third Quarter 2011 in Review

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

What Happened This Summer?

October 10, 2011 by David John Marotta

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.

This Time is (Not) Different

October 14, 2011 by Beth Nedelisky

Growing 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.

Money Questions: Fleeing to Fixed Income

October 13, 2011 by Matthew Illian

What advice do you have for someone who is considering a strategy shift toward fixed income?

How to Maximize Long-Term Returns

August 22, 2011by David John Marotta

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

Filed Under: Articles, Asset Allocation, Cool, Investments

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

September 10, 2011by David John Marotta

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

Filed Under: Investments, Q & A

Family Affair

September 28, 2011 by David John Marotta

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

Rich Dad, Patient Daughter

October 15, 2011by Megan Marotta

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.