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

Brokers Sell Products Not Advice
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Brokers tell investors they’re trusted advisors, and then tell the courts they’re just sales people.

AAII Founder’s Greatest Regret
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“My greatest regret is not being able to convince as many investors as possible of the difference between real risk and phantom risk.”

Q&A: Are forgiven student loans subject to income tax?
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Student loan forgiveness is normally taxable and reported to the IRS on a 1099-C, but there are big exceptions.

Taxing Capital Gains Unfairly Taxes Inflation
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Punishing people for inflation is neither fair nor good economic policy.

Lessons from Stock Ownership for Charitable Giving?
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“When you buy stock, you don’t tell the company how to spend your money,” says Ken Stern. Sadly, Ken Stern doesn’t understand how stock ownership works.

David John Marotta’s Early Money Memories
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Much can be learned from your earliest money memories. Here are some of mine.

My Family’s Year Without Health Insurance (2018)
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My husband chopped his leg with a hatchet in 2018 when we didn’t have health insurance.

Radio: Year-End Tax Saving Ideas
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On Tuesday, November 13, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss several tax saving ideas you can do before the year ends.

Who Serves Low And Middle Income Consumers? We do!
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The dark side argues that without commission-based sales people, low and middle income consumers will not have access to a financial advisor. They are wrong.

Does per capita or per stirpes include spouses?
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People think about marriage differently. These views and more shape the way that people want per stirpes and per capita to work.

Gift Ideas for Your Grandbabies: 1 Year Olds
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As the proud mother of a two-year old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.

A Case Study in a Misleading Annuity Sales Advertisement
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In addition to all of the other reasons people hate annuities, seemingly fraudulent advertising and sales techniques is a major factor.

Two Simple But Effective Conversion Target Calculations
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These are two simple but effective strategies to help calculate a very good conversion target for this year.

7 Ways a Marotta-Managed Schwab Institutional Intelligent Portfolios is Better Than Schwab Retail
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Any investment manager can use the Institutional Intelligent Portfolio technology to implement extremely different investment philosophies.

Q&A: Do we need contingent beneficiaries if we have wills?
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The short answer is absolutely yes you do. Here’s why.

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