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

Video: Tuning Out The Noise
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It is important to remaining disciplined during volatile markets.

#TBT Socially Responsible Investing
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“Better is having a financial advisor who gets to know you personally and manages your finances according to your specific values.”

Requirements for 529 Accounts (Qualified Tuition Programs)
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According to Internal Revenue Code, in order for an account to be a 529 account, the custodian must meet six requirements.

One Day In The Life Of A Small Business Owner
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This letter came with a large bold “YOUR RESPONSE IS REQUIRED BY LAW” notice along with a 5 week deadline for compliance.

Radio: Why Regulation Does More Harm than Good
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It is commonplace for special interest groups to use lobbyists to gain control of their own industry’s regulation. This failure where interests group seizes control of a governmental power is called “regulatory capture.”

#TBT Which is Better: Bad Market Timing or Not Investing?
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This 2014 post reminds us that perhaps we should be more afraid of cash and inflation than stocks and investing.

What Is A “Point In Time” Fiduciary?
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You should not trust a point in time fiduciary for even a single heart beat.

Should I Invest in Bitcoin?
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It might continue to boom. It might continue to bust.

There Are No Deals “Too Good To Pass Up”
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There is no such thing as saving money buying something. You can go broke “saving money” this way.

The Value Matters in Stock Investing
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“Think of a stock as a machine that generates cash every few months.” Smaller companies that you have never heard of usually have a better return than the better known larger companies.

Black Monday Bear: The Bear Market of 1987
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This Bear market has one of the largest single day losses.

Centralized Planning Requires Omniscience
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The burden of mandatory government data collection should be opposed whenever possible.

Rent Seeking in Proxy Voting
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We, the shareholders, do not like being treated this way.

Q&A: Can I Fund My Roth IRA with Appreciated Stock?
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Sadly, the IRS is very clear about this; contributions must be cash.

Safe Withdrawal Rates, Asset Allocation, and the Importance of Staying Invested
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Our firm has become known for our method of computing maximum safe withdrawal rates in retirement. Our safe withdrawal rates are based on having what we believe to be optimum asset allocation targets.

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