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

Charles Schwab: How to Fund Your Account with a Check
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If you are doing a one-time funding from another account, sometimes the lowest tech option can be the easiest.

Is Financial Advice Fundamental or Incidental With Your Advisor?
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Who would ever want unplanned and unintentional financial advice?

Manage All Your Family’s Finances with a Power of Attorney
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Instead of having to nag your spouse to sign paperwork or login online to accomplish these tags, you can manage all of your family’s finances by setting up a power of attorney.

Charles Schwab: How to Order More Checks or Deposit Slips
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With Schwab Bank, any time you need more checks or deposit slips you can simply request them for free.

Gain Clarity with Schwab’s Account Nicknames
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Adding nicknames such as these can help immensely when it comes time to do basic tasks such as Roth IRA funding or withdrawing funds.

How to Show Your IRA on Your Spouse’s Schwab Login
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By default, your Schwab login will only display your own accounts.

The Tax Treatment Of Bitcoin And Other Cryptocurrencies
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For a currency intended to make money simple and easy, IRS regulations make it a nightmare of compliance issues.

Transfer an Existing Account to Schwab Institutional Intelligent Portfolios with Marotta Wealth Management
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There are two ways to transfer your account to a Schwab Institutional Intelligent Portfolios with Marotta Wealth Management.

Move Funds Between Your Bank Account and Your Schwab Account
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In order to move funds between a non-Schwab account (external account) and your Schwab account, you simply need to establish what is called a MoneyLink.

#TBT Stress Is Not Your Enemy
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As David Marotta writes in this 2012 post, “If I had to pick one learned skill that has served me the best in my career, it would be learning to grab my mind by the scruff of the neck and drag it back to the task at hand.” This piece reminds us that hard work can sometimes be your best doctor.

No One Will Loan You Money For Retirement
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If you have to choose between your retirement or your children’s college savings, choose your retirement.

Why Do People Hate Immediate Annuities?
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If you are one of those consumers for whom the word “annuity” is enough to make them tune out a sales presentation, congratulations! You have have probably correctly understood the real challenges these products face.

Be Wary Of Sponsored Content
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As you read other financial advice sites, be wary of the sponsored content.

Useless Articles Abound On The Internet
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It will help you in life if you can learn to distinguish between content with ulterior motives and real financial planning wisdom.

Should My Portfolio Asset Allocation Include Emerging Markets?
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A blended portfolio can perform better even as some of its components under perform due to the rebalancing bonus.

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