What are the asset classes within appreciation?

What are the asset classes within appreciation?

What are the categories within U.S. stocks?

What are the categories within U.S. stocks?

What is a stock's capitalization?

What is a stock's capitalization?

What is a stock's fundamental valuation?

What is a stock's fundamental valuation?

What is the importance of value and small cap stocks?

What is the importance of value and small cap stocks?

What other categories are used to diversify U.S. stocks?

What other categories are used to diversify U.S. stocks?

Why should I invest in foreign stocks?

Why should I invest in foreign stocks?

Are foreign small cap & value stocks better than a foreign index?

Are foreign small cap & value stocks better than a foreign index?

What other foreign stock categories tend to do better than average?

What other foreign stock categories tend to do better than average?

What is an asset class?

What is an asset class?

Financial Planning

Financial Planning

Are there rules for handling finances when you are married?

Are there rules for handling finances when you are married?

What is the fastest way of doubling my money?

What is the fastest way of doubling my money?

What are the categories and types of U.S. Bonds?

What are the categories and types of U.S. Bonds?

What are the asset classes within appreciation?

What are the asset classes within appreciation?

What investments fall in the asset class "Hard Asset Stocks?"

What investments fall in the asset class "Hard Asset Stocks?"

How long should I plan on needing money during retirement?

How long should I plan on needing money during retirement?

What is a stock index?

What is a stock index?

How can I keep the expenses of investing as low as possible?

How can I keep the expenses of investing as low as possible?

How is a stock's price determined?

How is a stock's price determined?

 What is a mutual fund?

What is a mutual fund?

How do I start investing?

How do I start investing?

What different types of  accounts are there?

What different types of accounts are there?

What is dollar cost averaging?

What is dollar cost averaging?

Is bankruptcy ever the right option?

Is bankruptcy ever the right option?

Why does the stock market fluctuate?

Why does the stock market fluctuate?

In addition to finances, what issues are important for retirement planning?

In addition to finances, what issues are important for retirement planning?

The Importance of a Written Financial Plan for Retirement

The Importance of a Written Financial Plan for Retirement

Investing the Right Way During Retirement

Investing the Right Way During Retirement

Avoid CD Investment For Retirement

Avoid CD Investment For Retirement

Systemic Withdrawal Plan For Retirement Investments

Systemic Withdrawal Plan For Retirement Investments

Creating A Plan For Retirement

Creating A Plan For Retirement

Understanding Health Care Costs During Retirement

Understanding Health Care Costs During Retirement

Refinancing A Mortgage Before Retirement

Refinancing A Mortgage Before Retirement

Evaluate Income Sources Before Retirement

Evaluate Income Sources Before Retirement

Annuitizing Income

Annuitizing Income

Financial Strategy For A Down Economy

Financial Strategy For A Down Economy

Investment For Beginners

Investment For Beginners

Investment Planning

Investment Planning

View more ...

David John Marotta

President, Marotta Wealth Management, Inc., Marotta Wealth Management, Inc.

http://www.emarotta.com  

434-244-0000

David John Marotta is the President of Marotta Wealth Management, a fee-only financial planning and asset management firm in Charlottesville, Virginia. He is an oft-quoted writer and speaker on financial matters and his weekly financial column can be found at www.eMarotta.com

What is a stock's capitalization?

Host: What is a stocks capitalization?

David Marotta: A stock's capitalization is computed by taking all the outstanding shares and multiplying it times the current share price. So the value that it would take by the entire outstanding shares of the company at the current price. So, capitalization if you will is the the cost of a company itself.

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Host: What is a stocks capitalization?

David Marotta: A stock's capitalization is computed by taking all the outstanding shares and multiplying it times the current share price. So the value that it would take by the entire outstanding shares of the company at the current price. So, capitalization if you will is the the cost of a company itself.

Large cap is generally all the companies that you have heard off. So if you have heard of a company it's probably large cap and large cap has a capitalization of over $5 billion. Mid cap is the $1 billion to $1 billion range. You may have heard of these companies but usually you havent. Small cap is under $1 billion and these are the companies that generally have the higher growth. So it's much easier for a small company to double in size than it is some of these huge companies to double in size. So, when the small company doubles in size the stock price goes up tremendously, the large companies just can't make these kinds of return. Large cap generally makes between 10% and 12%, mid cap generally makes 12% to 14% return and small cap makes between 14% and 18% return. But small cap and mid cap are more volatile then large cap. So, just like adding a little bit of bonds to a portfolio can boost returns or adding a little bit of stocks to a portfolio can boost returns, adding a little bit of small and mid cap can both decrease your volatility and increase your returns and as you add more and more then you start increasing your volatility even more.

What investments fall in the asset class "Hard Asset Stocks?"

What investments fall in the asset class "Hard Asset Stocks?"

Do hard asset stocks act like other stocks?

Do hard asset stocks act like other stocks?

Is investing in hard asset stocks the same as investing in commodities?

Is investing in hard asset stocks the same as investing in commodities?

Baby Food - Stocks and Soups

Baby Food - Stocks and Soups

Why not invest everything in stocks?

Why not invest everything in stocks?

Stock Market Investing - Stocks on the rise

Stock Market Investing - Stocks on the rise

What is a stock index?

What is a stock index?

What is an index fund?

What is an index fund?

What is the NASDAQ Index?

What is the NASDAQ Index?

What is the Russel 1000 Index?

What is the Russel 1000 Index?