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

A Quick Strategy for Analyzing Whether You Should Rent or Sell
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There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.

Crazy Rich Asians Series: What We Can Learn From The Millionaire Lifestyle of Astrid Leong
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Astrid Leong is simultaneously one of the wealthiest characters and, even though she has a massively large standard of living, one of the thriftiest.

Financial Planning for the Young and Non-Affluent
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“We have simply not been able to serve those who really need us the most.”

What We Can Learn From the Almost Bear Market of 2018
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To make the strategy of jumping in and out of the markets successful would require a precision only achieved by luck.

Do Dividend Paying Stocks Make Better Investments?
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For all of these reasons, our recommended investment strategy does not focus on dividend-paying stocks.

Q&A: What Happens if an Inherited IRA Fails to Get Inherited?
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There is a tangled web of rules and options. For any given family situation and set of desires, there is a best answer when it comes to meeting your wishes, minimizing the tax owed, and optimizing your estate plan.

Brokers Sell Products Not Advice
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Brokers tell investors they’re trusted advisors, and then tell the courts they’re just sales people.

AAII Founder’s Greatest Regret
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“My greatest regret is not being able to convince as many investors as possible of the difference between real risk and phantom risk.”

Q&A: Are forgiven student loans subject to income tax?
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Student loan forgiveness is normally taxable and reported to the IRS on a 1099-C, but there are big exceptions.

Taxing Capital Gains Unfairly Taxes Inflation
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Punishing people for inflation is neither fair nor good economic policy.

Lessons from Stock Ownership for Charitable Giving?
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“When you buy stock, you don’t tell the company how to spend your money,” says Ken Stern. Sadly, Ken Stern doesn’t understand how stock ownership works.

David John Marotta’s Early Money Memories
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Much can be learned from your earliest money memories. Here are some of mine.

My Family’s Year Without Health Insurance (2018)
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My husband chopped his leg with a hatchet in 2018 when we didn’t have health insurance.

Radio: Year-End Tax Saving Ideas
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On Tuesday, November 13, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss several tax saving ideas you can do before the year ends.

Who Serves Low And Middle Income Consumers? We do!
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The dark side argues that without commission-based sales people, low and middle income consumers will not have access to a financial advisor. They are wrong.

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