Lessons from Medicine: Reporting Can Lie
on January 24, 2020
with No Comments
There is an incentive to lie when your methodology is bad.
Latest Articles
#BestOf2019 – An Overview of Marotta’s 2019 Gone-Fishing Portfolios
on January 23, 2020
with No Comments
Our gone-fishing portfolios are used by thousands of people, so it makes sense the article about it would be among our most popular of 2019. Our 2020 gone-fishing portfolios will come out in February.
Q&A: What is Your Client’s Average Portfolio Size and Life Stage?
on January 21, 2020
with No Comments
We have a large distribution of clients at all portfolio sizes and, surprisingly, have all life stages near equally represented.
Longest Economic Expansion In United States History
on January 20, 2020
with No Comments
A long expansion is nothing to fear.
Lessons from Medicine: The Best Methodologies Are Boring
on January 17, 2020
with No Comments
In all fields, the best methodologies are boring.
#BestOf2019 – How to Do Everything at Schwab
on January 16, 2020
with No Comments
Four separate Schwab Tutorials made the top ten articles of 2019 with nearly 12K views each. Perhaps one day Schwab will write their own tutorials, but until then, I’m glad we can help so many people.
Our goal is to help our clients meet theirs.
Marotta Wealth Management is a team of fee-only financial advisors. We are fiduciaries who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service and comprehensive financial advice.
Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.
If you want to get started quickly, simply call the firm at 434-244-0000 or contact us online to start the process of becoming one of our valued clients.
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