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

#TBT Is the Era of Big Government Really Over?
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This 1998 speech by George Marotta was in response to President Bill Clinton bold statement that “the era of big government is over.” Is it really? Twenty years later the skepticism of this post rings true.

Marotta Retirement Plans Add Managed Unitized Trust Options
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Being able to lower total fees while investing part of the portfolio in slightly higher cost country specific exchange traded funds and being able to use exchange traded funds with strategic factors and add a monthly dynamic tilt is a significant accomplishment.

How to Change Your Investment Election to the Unitized Trust
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You can switch your investment election online through these simple steps.

Don’t Buy Bonds Out of Fear
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There are reasons to have the stability of fixed income investments for a portion of your portfolio, but switching to bonds because you are afraid of stocks is not one of them.

#TBT Maintain Financial Balance When in Business
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This 2004 post has ten timeless rules for small businesses to maintain their financial balance.

A Closer Look at the Past Performance Disclaimer
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We have all seen mutual fund ads stating this Securities and Exchange Commission (SEC) disclaimer, “Past performance is no guarantee of future results.” Let’s take a closer look at it.

IRS Ruling: Recharacterizations of 2017 Conversions
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On January 18, 2018, the IRS updated their Frequently Asked Questions page to come into line with the new Tax Cuts and Jobs Act.

How To Find A NAPFA-Registered Advisor In Your Area
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If you want to find a NAPFA-Registered Financial Advisor in your area, here is a simple form you can use to search.

Radio: Understanding the Tax Cuts and Jobs Act
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On December 12, 2017, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss the Tax Cuts and Jobs Act.

#TBT A Wealth of Satisfaction
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This 2011 article reminds us that there will never be another you in the history of the universe. Sometimes that is just the reminder we need.

Seven Techniques for Small Business Wealth Management
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Here are seven techniques for small business owners to build real wealth.

Investing Advice from Michael W. Sonnenfeldt for Entrepreneurs
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The same grit that drives entrepreneurs to success can drive their investments to failure.

Radio: Ten Attractive Investment Categories for 2018
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On January 9, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss ten investment categories that look more attractive than the S&P 500 at the start of 2018.

Is a Home Storage Gold IRA Legal?
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My understanding is that being the custodian of your own IRA assets is illegal. Also, we believe that investing your IRA in gold is not a good idea even if you have a third party custodian.

#TBT You’re Fired! Now Get to Work!
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Back in 2004, we watched Donald Trump as a reality TV show star. This throwback article is an inspiring reminder that “You’re fired!” can be an opportunity to work for yourself.

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