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

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.

The Complete Guide to Beautiful, Frugal Gift Wrap
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It requires intentionality and creativity to avoid the hidden budget busters of gift wrap.

3 Hidden Roth Conversion Opportunities
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Even the most Roth-loving individuals may have hidden Traditional assets that they do not know they can convert to Roth. Here are just a few places to look.

Revisiting 2008 When The Markets Were Dropping
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Ten years after our original article we review how sage the advice was.

Do Stock Buy Backs Bring Real Value?
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Stock buyback programs are a method of returning profits to shareholders without causing a taxable event.

Every Three Years, Say No to Advertisers
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We have a limited amount of willpower. It is a waste to have to expend it to ignore advertising.

When to Get Your Money Out of Your 401(k), Especially Plan Owners
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Even though you would likely benefit from contributing to your 401(k), you might not benefit from keeping your assets there — even if you are the owner.

Inherited Required Minimum Distributions: Your Custodian May Mislead You
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For Inherited IRAs, all the Required Minimum Distribution (RMD) rules are complicated. There is no easy case.

What Is The Average Holding Period For A Stock?
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The average holding period for a stock is not simply the inverse of liquidity.

What Is Shareholder Primacy?
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Since only a small portion of stock is traded each day, a large majority of shareholders prioritize the long term appreciation of the value of the company.

An Analysis of Investment Newsletters Reveals That Many Lie
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Run, do not walk, away from outrageous claims.

Gift Ideas for Minimalists
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Even though tangible things that take up space tend to be bad gifts, there are many items that a minimalist can really appreciate receiving.

Abolish The TSA
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If the TSA were abolished, that would not mean that airports would be any less secure.

What Is The 30-Day Election Period For Retirement Plan Rollovers?
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The regulation is an attempt to protect participants who don’t understand the rules set up by the government.

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