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

Behavioral Finance: Patience Is Its Own Reward
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To process financial information, our minds often attempt unwise shortcuts. By understanding behavioral finance, we can limit the information we use and keep our decisions balanced and on track.

Behavioral Finance: Herd Mentality
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One of the early studies on herd mentality was the Solomon Asch experiments in the 1950s. The setup was a mock vision test. In reality, all but one of the participants were actors, who after a few correct answers started agreeing unanimously on a wrong choice.

Behavioral Finance: Overconfidence
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Think of confidence as a continuum: Lack of confidence is paralyzing, self-confidence is good, but overconfidence is deadly. Successful investors seek to find a balance between rashness and timidity. Understanding the psychology that causes us to act overconfidently will help you avoid it.

Behavioral Finance: Mental Accounting
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The essence of successful financial planning is using your money to meet your life’s goals. Curiously our minds tend to fall prey to the fallacy that behavioral finance calls “mental accounting”.

Behavioral Finance: Anchoring
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Our first reaction to a complicated situation, usually instinctive, often does not serve our best interests. One heuristic that the brain uses to solve complex evaluations is to make an initial guess and then adjust from that point. This mental process is called “anchoring.”

Foreign Freedom Investing 2008
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You can both diversify for safety and boost your returns by adding international investments to your portfolio.

Rebalance Accounts Regularly
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A year ago when the markets were all setting new highs, people were asking what they should do with their retirement portfolio. I answered, “Rebalance.” Now that the market is setting new lows, I get the same question, and my response hasn’t changed.

Inflation Part 3: Protecting Yourself Against Inflation
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You can hedge your assets against underreported inflation and protect your retirement goals.

Inflation Part 2: The Results of Underreporting Inflation
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Inflation at this rate causes serious harm to our nation’s economy and its citizens.

Inflation Part 1: How the Government Lies About Inflation
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Officially, inflation today is calculated about 4%. Unofficially, it is over 7%.

Maximum Safe Withdrawal Rates in Retirement
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Certain assumptions such as maximum safe withdrawal rate are critical in order not to compromise a long and successful retirement.

Subprime Lending
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The subprime mortgage meltdown has cost the world 15% of its market capitalization, about $9 trillion. The primary culprit who caused all of this financial loss, pain and suffering is not the mortgage companies.

Tax Freedom Day 2008
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If the federal tax cuts expire, we will have to work an extra week for the government.

529 Plans Help with Estate Planning
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A $360,000 investment can remove over $2 million from their taxable estate, savings $900,706 in estate taxes.

Decide to Be Rich
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It used to be that becoming a millionaire was regarded as a huge achievement. In today’s dollars, however, it is fairly trivial. The new rich is over $5 million.

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