Financial, investment, and wealth management advice
This 2014 post reminds us that perhaps we should be more afraid of cash and inflation than stocks and investing.
If you are still in your 60s, the good news is your decision doesn’t have to be permanent. You actually have two ways in which you can change your benefit amount.
Before you assume that moral licensing such as Fairtrade is the only ethical consumerism, think again. Understanding how such licensing works shows how little good it actually does.
There are two ways to make an HSA contribution. You can contribute by mailing a check or you can link an external checking account.
Our first article posted online is a wonder to behold. This 1998 beauty is written by George Marotta, founder of Marotta Money Management. In the article, he reminds us that, “Anyone of us could design a better system, but 500 congress people cannot resist the pressure groups who want to twist the code to benefit their particular constituencies.” Decades old, this post still rings true today.
Recently, we lowered the duration of our U.S. Bond portfolio and increased the amount which is inflation protected. This article explains the reasons for this change.
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 Form CRS and ADV Part 2 descriptive brochures for more information about how Marotta Wealth Management works.
