Latest Articles

The Stock-Bond Shuffle of Asset Location
with No Comments

Oddly, this technique might involve selling a bond position in the taxable account for a small capital gain, and buying that exact same position in an IRA in order to keep the portfolio in balance.

How To Spend: Purchase In Season
with No Comments

When I was really young, I did not realize that food had a season. What a privilege of our modern era!

How to Transfer Your Economic Impact Payment Card Into Your Bank Account
with No Comments

It took me one hour to complete from start to finish. Hopefully, now that I have bumbled my way through it on my own and documented the steps, it takes you less time.

Did Gold Do Better Than The Markets? (2020)
with No Comments

Gold is extremely volatile and still doesn’t do much more than vaguely keep up with inflation. You can do better.

#TBT The Delirious Happiness of Free Market Choice
with No Comments

This 2015 article details one of the most brilliant breakthroughs in all of food science and how it relates to almost every aspect of life.

You Deserve More Than Investment Management and a Retirement Plan
with No Comments

We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives for free on our blog, but we offer more services than that to our clients.

Read More Articles


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 ADV Part 2 descriptive brochure for more information about how Marotta Wealth Management works.

 

Get Started as a Client See Our Whole Team


 

Like what you read? Subscribe to our newsletter!