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

Hedge Inflation Risk with Hard Assets
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One of the asset classes that we use to build diversified portfolios consists of hard asset stocks.

Portfolio Rebalancing Boosts Returns
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Rebalancing your investments can help boost your returns and minimize risk. This simple contrarian move can help you compound your investment gains over time. With the markets at an all-time high, this may be a good time to rebalance your portfolio.

Financial Harmony In Marriage
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If you don’t have the time or the interest, you may be the problem.

Tax Freedom Day Arrives on April 30, 2007
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Without taxes, you could leave work at 2:25pm.

Buying a Car Without Breaking the Bank
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It is possible to avoid driving a wreck without wrecking your finances.

Familiarity Breeds Concentration
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Investors have been told, “Invest in what you know.” While this may have been a good adage for avoiding investing in companies with no business models, it is a poor rule of thumb to use when building diversified portfolios.

Breaking Spaghetti: A Seven-Year Financial History
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Stress released in one area results in delayed releases in other parts of the economy.

Financial Planning For The Second Half Of Marriage
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Check your retirement, your marriage and your mission.

Portfolio Allocation: Risk-Return Mix
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Portfolio construction begins with the most basic allocation between investments that offer a greater chance of appreciation (stocks) and those that provide portfolio stability (bonds).

Start Your Own Dynasty Trust
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Unlike the trusts which helped John D. Rockefeller and J.P. Morgan keep their wealth in the family, this new breed of dynasty trust is not just for the mega-wealthy.

Be Choosey When Giving to Charity
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When you give to charity, you make an investment. By doing a little homework, you can be sure your gift makes the best possible return on investment. While giving is its own reward, giving wisely seems to double that reward.

Donor Advised Funds
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Donor Advised Funds offer the charitably inclined new flexibility for managing gifts to charity. By funding an account, donors receive an immediate tax deduction for their contribution and gain the flexibility to direct payouts to charity on their own timetable.

IPS: Build Your Financial Dream Home with a Good Blueprint
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Without a financial plan, your investments are controlling your dreams, not the other way around. You need a blueprint for your financial dreams to come true. That blueprint in sound financial planning is called an Investment Policy Statement (IPS).

Be Smart When You Rollover Your 401(k)
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Some 401(k) plan’s generous matching contributions are completely eroded by the plan’s excessive expenses.

What the Rich Know and the Poor Do Not
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How much should I save this month? What return did I earn last year?

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