Latest Articles

Gone Fishing Portfolios: What Should I Invest In First?
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Our primary gone-fishing portfolio includes investments which may have a trading fee in order to invest at the custodian. How much of an investment is worth paying a trading fee?

Radio: The Value of Ignoring Your Gone Fishing Portfolio
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On February 13, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss recent market volatility, what you should do in response to the volatility, what Freedom Investing is, and what the Marotta’s Gone-Fishing Portfolios are.

Best Non-Correlated Asset Classes for the S&P 500
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Even very volatile investments may, in moderate amounts, reduce a portfolio’s volatility if the investment is not correlated with the rest of the portfolio’s components.

Part 2: The Markets Fail a Moral Standard
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Private property, free markets, and protection from aggression solve a lot of problems.

Radio: Financial Decisions in 2018
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Talking about the question “How should you manage your money in 2018?” this show covers a lot of ground over 23 minutes of conversation.

#TBT For Valentine’s Day, Work on a Budget Together
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Financial planning can be romantic. As this 2011 article reminds us, “nothing is more romantic than planning how to realize your shared hopes and dreams for the future.”

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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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