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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.”

The Markets Can’t Go Up Indefinitely, Can They?
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Or do they go up indefinitely, albeit interrupted by some significant corrections?

Part 1: The Markets Fail Centralized Planning
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The free market fails to be a centralized economy. That’s why it is called “free.”

A Guide to the Bear Markets
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I have gradually been writing a series of articles on each Bear Market to show how quickly they correct and how high the subsequent Bull Market rises.

Why do I have a Positive Return with a Negative Gain?
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These “strange but true” returns occur more frequently than you might expect.

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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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