Latest Articles

Complete Guide to Your Schwab Debit Card (2019)
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I think my second favorite feature of Charles Schwab’s banking service is their debit cards.

Beware Sloppy Retirement Advice
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There are at least seven major mistakes in this advice by Wells Fargo Asset Management.

Children Will Listen (Financial Lessons from Into the Woods)
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Your child may be in the thick of feeling out a boundary line by testing all your limits, but it pays off to be patient and trust that they will learn and they will listen.

Looking Backward on Socialism: Fulfilled By Different Countries
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Edward Bellamy’s novel “Looking Backward” moved hearts and minds, ultimately moving nations and history.

The Uncommon Average of Investment Returns
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The markets are inherently volatile, but they have also been inherently profitable. Setting your expectations accurately can help you stay invested long enough to overlook disappointing results and experience the long-term growth you are seeking.

Nice is Different Than Good (Financial Lessons from Into the Woods)
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Nice is different from good. You want a good financial planner not just a nice one.

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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.

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