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

Study Finds Financial Disclosures Confuse Investors and Only the SEC is Surprised
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Are you consenting to harmful conduct by your financial advisor?

Everyone Deserves a Fiduciary Standard of Care (or Why We Have a Service Level with No Minimums Now)
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Thank you, Robert, for your email and your readership. I hope that everyone enjoys our new “Do-It-Yourself” service level.

Review of CFP Board’s Ten Questions For Your Advisor
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Although these questions may help some people discern which professional to sign up with, I like our ten questions better as they cut to the heart of the matter. That being said, the more you know about an advisor the better.

Failed Government myRA Program Closed
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That the program failed is not a surprise. That the government decided to close a failed program, however, is.

#TBT Best Practices for Trusts, Foundations, and Endowments
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“If you have been asked to serve as a board member or trustee for a non-profit organization, feeling honored is a natural response but a terrible reason for saying yes to the job. Your role as committee member, board member, or trustee will likely designate you as a fiduciary, a role with specific legal responsibilities.”

Use Gift Clumping or Qualified Charitable Distributions to Save on Taxes
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These are two ways to benefit from the higher standard deduction while still fulfilling your charitable intentions.

Our Firm is a Statistical Outlier
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We are a statistical outlier: We are young; we are female.

How Can I View Global Market Movements By Country?
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There are as many as 60 different stock markets around the world.

The Do-It-Yourself Checklist: Account Set Up
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How to go from where you are now to being one of our clients under our “Do-It-Yourself” service level.

The Pros and Cons of a Marotta-Managed Schwab Institutional Intelligent Portfolios
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Although they are cheaper, the robo-investing accounts are not beneficial to everyone.

How to Make a Gift of Appreciated Stock Feel Personal
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With a bit of planning, you can make the practical gift very personal.

In Investing, One Decade is Not Long Enough
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There are always those who discount the power of having a diversified portfolio in favor of putting everything in whatever is going to go up the most.

How to Set Up Direct Deposit
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The best way to ensure that you save and invest is to automate the process.

Using Math to Decide When to Realize Capital Gains
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These are complex formulas, but they are valuable calculations that show that there is an expected increase of return which will justify selling even a highly appreciated asset.

How to Rollover Your 401(k) into a Schwab Institutional Intelligent Portfolio with Marotta Wealth Management
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Be very careful filling out these forms and be sure to ask for help if you need it.

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