Austin Fey is a Wealth Manager for Marotta Wealth Management. She specializes in giving appreciated stock to charity and designing asset allocations for employer-sponsored accounts with limited investment options. She is a regular contributor to our Marotta On Money articles, often giving advice to those just getting started in finance.
Austin holds a B.A. in Religious Studies from Erskine College. Before joining the firm in 2010, Austin worked at Trinity Presbyterian Church as the Assistant to Family Ministries.
She lives in Charlottesville with her husband, Ben, and enjoys singing and playing the piano.
Specialties
Latest Articles
#TBT How Do You Value a Gift of Stock for Taxes?
This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.
2020 in Review
Looking closer into each asset class, here’s how our top six asset classes performed between January 1 and December 31, 2020.
#TBT A Year of Financially Healthy Habits
Want to do the new year well? Here is a month-by-month guide for setting financially healthy habits.
Recent Best of Articles
Harvest Major Capital Losses Whenever You Have Them
While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.
Testamentary Donor Advised Funds
An easy estate workaround is to set up a Donor Advised Fund as a Testamentary fund, meaning you aren’t funding it yet, but it will be funded upon your death.