Founder’s Day: Celebrating George Marotta (Part 2)
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My grandfather served in Japan during World War 2. He turns 96 this year.

Our Answers to 8 Common Prospective Client Questions
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We recently received the following questions from a prospective client. Here are our answers.

Q&A: Why Do You Have So Many Links In Your Articles?
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This is why we say: We have no secret ingredient at Marotta Wealth Management.

June Marotta: The Practical Teaching of Economics
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Equating an entire school system into an economic game is one way which has worked for Keys.

Marotta Family Saying: Make Half a Mistake

Three generations explain this family saying which teaches one method of mitigating risk.

June Marotta’s Lesson Plan for Social Responsibility and Economics
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Like any good free market system, it is infinitely flexible, adapting to the needs and resources of the environment.

Enroll in Marotta’s Online Live Class (OLLI 2022)
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The class will be held March 10 through March 31, 2022 each Thursday from noon to 1:30 PM on Zoom.

Founder’s Day: Celebrating George Marotta (Part 1)
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My grandfather turns 95 this year. He is one of my role models and favorite people. What a joy to celebrate him.

All About Elias McQuade, CFA
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We are very pleased to announce that Elias McQuade is our newest CFA® charterholder at Marotta Wealth Management!

Q&A: How Does Your Investment Strategy Work?
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I recently received the following paraphrased questions from a prospective client and here were my replies.

Marotta Family Saying: Not Good If They Have to Advertise It
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This was part of an intentional anti-ad campaign that my mother instituted to inoculate her children against the power of Madison Avenue.

All About Libby Horbaly, CFP®
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We are very pleased to announce that Libby Horbaly is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!

Marotta Family Story: June Marotta’s KeyBucks
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In the speech, she tells the story of how she taught second through sixth graders about democracy, economics, entrepreneurial endeavors, and personal financial planning.

Q&A: Can You Be My Investing Back-up?
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An important part of the family’s emergency plan is to make sure you have a plan for when the financial spouse can no longer serve the family in that way, either because they are no longer interested or because of their incapacity.

Q&A: Why Do You Pick Such Weird Images for Your Articles?
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We have an almost secret code behind the images we select.

Marotta Family Saying: Parental Reminder Number 42
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“Parental Reminder #42” reminds us that goodness is something bigger than we can articulate but, even though we cannot express it fully, it is very important.

Marotta Family Saying: Hit by the Bus
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We pride ourselves on regularly and seamlessly offering our services regardless of who is working and who is taking time off.

Our Answers to Paladin Registry’s 27-Question Interview
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Regardless of the usefulness of their questions or their website, I enjoy answering every set of advisor questions I find.

Marotta Family Saying: Be a Bad Poet
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The phrase “bad poet” reminds me of that day when I was in elementary school. It is a lesson for each of us, regardless of our income level.

A Surprising Lesson from the COVID Quarantine
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Yes, we are merely human, but our ideas and our analysis are powerful.

Our Answers to Form CRS Conversation Starter Questions
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As part of the requirements, the SEC wrote passages which must be included verbatim in each relationship summary. Some of that required text are so-called conversation starter questions.

Financial Planning for Success and Significance in Retirement (LIFE007)
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The class will be held March 19 through April 2, 2020 each Thursday from 11:00 AM to 12:30 PM at Homewood Suites in the Albemarle Room.

Q&A: How Often Do You Communicate with Clients?
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We adapt to the needs of our clients. However, absent other instruction, we do have a few intentions.

Q&A: How Do You Address Issues Outside Your Area of Expertise?
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We see ourselves as your primary care provider for finances and strive to become experts in every specialty that you need while accompanying you on any referral to another firm we need to make.

Q&A: What is Your Client’s Average Portfolio Size and Life Stage?
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We have a large distribution of clients at all portfolio sizes and, surprisingly, have all life stages near equally represented.

Q&A: Which Products Do You Buy and Which Do You Avoid?
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The selection of what products we purchase or avoid for clients is based solely on what we believe gives our clients the best chance to meet their goals.

Q&A: How Does Your Faith Affect Your Investment Philosophy?
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There are several ways that I see my faith influence my work.

My Grandfather’s Journal: Don’t Be Afraid to Try
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I agree with my grandfather that we should not be inclined to spend the rest of our lives in a rocking chair.

All About Elizabeth Woodrum, CFP®
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We are very pleased to announce that Elizabeth Woodrum is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!

Q&A: I Have a Marotta-Managed 401(k). What Should I Invest In?
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We often get the question from plan participants, “What should I invest in?” Here are our recommendations in order.

2019 Analysis of Fund Families on the Marotta Buy List
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The Marotta Investment Committee typically builds portfolios with average expense ratios of about 0.24%.

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.

Seven 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.

How Our Systematic Approach Makes Us Better
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Our first goal is to be accurate. We want to do the task the right way. This is where workflows help.

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.

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.

Q&A: Have You Ever Been Publicly Disciplined for Any Unlawful or Unethical Actions in Your Career?
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We believe following our eight principles to safeguard your money provides a better safeguard than checking for past violations.

Q&A: Do Others Stand to Gain from the Financial Advice You Give Me?
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You deserve advice from a firm where you don’t have to second guess where their loyalties lie.

Q&A: How Will I Pay for Your Financial Planning Services? How Much Do You Typically Charge?
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It is relatively easy for fee-only fiduciaries to answer the question “How much do you charge?” The only fee they collect is the fee that the client directly pays them.

Q&A: Will You Be the Only Financial Planner Working with Me?
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At Marotta Wealth Management, we believe that a team collaborating on your behalf provides you with better service.

Q&A: What Types of Clients Do You Typically Work with?
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We believe that the basic principles of financial planning are the same no matter how many zeros you add.

Q&A: What is Your Approach to Financial Planning?
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If this is the approach you want for your financial planning, give us a call to get started today!

Q&A: What Are Your Qualifications?
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We require each Investment Committee member to have, at a minimum, the CERTIFIED FINANCIAL PLANNER™ (CFP®) or Chartered Financial Analyst ® (CFA) designation.

Q&A: What Experience Do You Have?
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Marotta Wealth Management (originally Marotta Asset Management) was founded in 2000 by David John Marotta.

Marotta’s Tenets of Good Customer Service
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We have four tenets of quality defining our customer service here at Marotta.

All About Courtney Fraser, CFP®
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We are very pleased to announce that Courtney Fraser is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!

SEC Q&A: What Questions Should I Ask When Choosing an Investment Adviser or Financial Planner?
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Here are our answers and comments to the SEC’s eight suggested questions.

Happy Holidays 2013
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Happy Holidays from the team at Marotta Wealth Management, Inc.

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