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.
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Latest Articles
#TBT How to Be a Good Executor
If a friend recently asked you if you’re willing to be written into their will as an executor to their estate, this 2015 article will give you some food for thought before you reply.
#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.
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.
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.