Latest Articles

First Quarter 2018 Returns for Our 6 Asset Classes
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Although volatility is often unwelcome by investors, it can provide profitable returns.

What Does It Mean To Be An Accredited Investor?
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“One principal purpose of the accredited investor concept is to identify persons who can bear the economic risk of investing in these unregistered securities.”

Why The 4% Rule Is Not A Sufficient Withdrawal Strategy
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Determining what constituted a safe withdrawal rate was one of the first questions I tackled. After a year and a half of study on the question, I had realized the inadequacy of the 4% rule and found a methodology which provides more useful when advising clients.

Marotta’s 2018 eTrade Gone-Fishing Portfolio
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This post explains the methodology for building a portfolio limited to the commission-free exchange traded funds (ETFs) on the eTrade platform.

Marotta’s 2018 eTrade Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at eTrade.

How to Avoid an IRMAA Medicare Premium Surcharge 2018
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Depending on your particular case and Social Security agent, you may get your surcharge waived, lowered, or upheld.

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Our goal is to help our clients meet theirs.

Marotta Wealth Management is a team of fee-only fiduciary advisors who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service and comprehensive financial advice.

Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.

If you have at least $1.5 million in investable assets and want to get started quickly, simply call the firm at 434-244-0000 or contact us online to start the process of becoming one of our valued clients.

You can also read our ADV Part 2 descriptive brochure for more information about how Marotta Wealth Management works.

 

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