As Chief Operating Officer, Megan Russell’s work alternates between high-level processes and day-to-day details. She is the primary designer of our internal workflows, oversees the technical side of Marotta Wealth Management as our head programmer, and is a regular contributor to our Marotta On Money articles. Her writings have been featured and quoted in several publications across the country.
She has specialized in almost every service at the firm and is the head of Marotta Wealth Management’s research and development. Right now, she is our tax specialist and is responsible for our customized Roth conversion recommendations.
Megan has worked with Marotta Wealth Management most of her life. After several summers of volunteer work, she officially began working for the firm part-time in 2005. After seven years of consulting and design work, she came on staff full time in 2012.
Megan holds a B.A. in Cognitive Science from the University of Virginia and lives in Charlottesville with her husband and daughter. When she isn’t working, Megan is a collector of games. Some favorites include Pathfinder, Forbidden Desert, Ghooost!, Tokaido, Disney Villainous, and Tajemnicze Domostwo.
If you are interested in requesting articles for publication from Megan, you can fill out our Contact Form with the details.
Specialties
Latest Articles
Impact Investing Could Do the Opposite of Its Intentions
If a morally questionable idea is a valuable money maker, then your avoidance of that fund will only give more wealth to those whose conscience is clear investing in it.
#TBT How to Budget for Emergencies: Trip to Hospital
This is the financial shock of a trip to hospital. It is upsetting, expensive, and unexpected.
Six Reasons to Sell for a Loss
Even though a holding has gone down, there can be several advantages to selling it anyway. Here are six reasons you may want to sell for a loss.
Recent Best of Articles
The Best Way to Fund a Charles Schwab Account
After you have opened your account, there are many methods of contributing to or funding your Charles Schwab account. The best and easiest four methodologies are as follows.
A 25-Year Review of Freedom Investing
These findings together demonstrate how Economic Freedom seems to have been a valid factor for higher expected returns than investing in the EAFE Index alone.