An Overview of Marotta’s 2026 Gone-Fishing Portfolios
on May 14, 2026 with No Comments
We made two slight changes to the 2026 gone-fishing portfolio, one of which reduces expense ratios.
Latest Articles
Marotta’s 2026 Gone-Fishing Portfolio Calculator
on May 14, 2026 with No Comments
This gone-fishing portfolio is our default portfolio which can be used at any custodian.
Marotta’s 2025 Vanguard Gone-Fishing Portfolio Calculator
on May 14, 2026 with No Comments
We recommend this gone-fishing portfolio for investors with brand loyalty to Vanguard.
#TBT Life Lesson #1: You Shouldn’t Need Saving
on May 7, 2026 with No Comments
Learn about how to budget for emergencies through Megan’s story of getting punched in the face.
Marotta’s Gone-Fishing Portfolio: Review of 2025 Returns
on May 5, 2026 with No Comments
Without rebalancing, the all-stock Marotta 2025 Gone-Fishing Portfolio had a 1-year return of 20.19% and the all-stock Marotta 2025 Vanguard Gone-Fishing Portfolio had a 1-year return of 20.74%.
#TBT Give Generously During Hard Times
on April 30, 2026 with No Comments
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.”
Our goal is to help our clients meet theirs.
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.
