Financial, investment, and wealth management advice
This quarter, we saw that in 1-year returns ending March 31, 2026, Developed Freedom Investing had a -3.2% disadvantage, Emerging Market Freedom Investing had a +10.93% advantage, and Overall Freedom Investing had a +2.04% advantage.
The average worker will have a dozen employers and work at each job for less than four years. Your career is now your responsibility, and so is your retirement plan. Allow this 2010 article to be your lifetime Human Resources Department guide to being financially prepared.
This 2008 article reminds us that anyone who spends more than 4% of their rebate will actually lose ground saving toward their retirement.
This article contains some of the most relevant 2026 federal income tax bracket figures.
The 25 lines are so simplified, they end up being difficult to follow what exactly they do. So, for those of you who are curious, here’s what they do.
The first quarter of 2026, as experienced through the lens of the media, was a volatile quarter full of war, inflation, job loss, and dropping stock values, especially of the biggest technology stocks. The same quarter, as experienced through the lens of historical stock returns, was relatively calm.
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.
