We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website. We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives.

We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management.

For people who don’t want to do it alone, we encourage you to read our articles to get a fuller understanding of how our services work to see if we are a good fit for you. If you are interested, we would be happy to help you get started as a client!

Our Articles

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.”

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.

#TBT Donald Mortlock
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If you ever wondered how the stock market works, this 2006 article is for you. It is both the personal story of David Marotta’s maternal grandfather, Donald Mortlock, and an explanation of how the market of the stock market is made.

Marotta’s 2018 Gone-Fishing Portfolios
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This year, we have made three significant changes and are offering four different gone fishing portfolios based on which custodian hosts your accounts.

Marotta’s 2018 Gone-Fishing Portfolio Calculator
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This gone fishing portfolio is our default portfolio which can be used at any custodian.

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

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

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

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