Financial, investment, and wealth management advice
Identical firms answer questions like these differently making the resulting data meaningless and useless. If anyone wants to use this data, the SEC will need to standardize answers first. If no one wants to use this data, we should eliminate the burden of providing it.
In market downturns, often the newest investor reports recovering the fastest due to a simple reporting error.
This 2008 article has wisdom for our current downturn, “As a response to the recent market correction, you can enrich your life in three healthy ways: Cut back your spending, increase your savings, and give more generously to charities of your choice.”
At stake is if the SEC is allowed to redefine what the phrase “best interest” means to make it mean something less than your actual real-world best interests.
Hong Kong has always been an anomaly: a tiny, extremely free country with an expiration date in 2047.
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.
Marotta Wealth Management is a team of fee-only financial advisors in Charlottesville, VA. 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 as we strive to provide comprehensive financial planning.
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.
You can also read our ADV Part 2 descriptive brochure for more information about how Marotta Wealth Management works.
