Financial, investment, and wealth management advice
There are at least four different capital gains tax rates. This 2017 article has how to minimize your tax owed at each one.
A stability allocation has two purposes: to meet withdrawal needs and to move the portfolio more conservative (less risky) by dampening the volatility of stock returns.
The class will be held March 19 through April 2, 2020 each Thursday from 11:00 AM to 12:30 PM at Homewood Suites in the Albemarle Room.
Unfortunately, you must order cashiering envelopes directly from a Schwab agent. Here’s how you do it.
This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.
We do not try to time the markets and instead we believe it is always a good time to have a balanced portfolio.
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.
You can also read our ADV Part 2 descriptive brochure for more information about how Marotta Wealth Management works.
