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If you run a retirement plan at your company, you are responsible to perform periodic reviews to ensure that the plan is the best it can be for participants

Given how few financial advisors have been through the education, certification, and experience require to obtain the CFP® mark, it is no wonder that so few so-called financial planners are actually providing comprehensive financial planning advice.

A blended portfolio has had a higher mean return than either fund by itself.

We offer comprehensive wealth management services.

Wise decisions cannot be made in isolation from their impact on other areas of your financial life.

This 2014 article reminds us: don’t wait until you “have more” or “make extra money” – start saving now! It is worth more.

A gone-fishing portfolio using the no-transaction fee funds currently available at Fidelity.

We recommend this gone fishing portfolio for accounts hosted at Fidelity.

We require each Investment Committee member to have, at a minimum, the Certified Financial Planner™ (CFP®) or Chartered Financial Analyst ® (CFA) designation.

Truly diversified portfolios don’t move in sync with the Dow.

Although this 1040 looks smaller, it is not an upgrade for anyone except for the IRS.

Marotta Wealth Management (originally Marotta Asset Management) was founded in 2000 by David John Marotta.

Failure to perform such periodic reviews is a litigatable fiduciary breach.

There is unique tax planning involved though when an age 70 1/2 IRA owner was younger than the beneficiary.

When interviewing a new financial advisor, we believe there are at least ten important questions to ask. Then, just to be safe, we answered 32 frequently asked questions and welcome more.