Latest Articles

#TBT Roth Conversions are More Valuable During Bear Markets
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This 2020 article reminds us that if you ever sad about the size of your IRA balance, it might be a good time to convert to Roth.

Swap to Franklin Funds Saved Clients Over $100,000
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The estimated advantage of Franklin funds during 2021 was 0.40% or $118,955.

Individual Foreign Health Care in Review (December 2021)
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An initial equal weight strategy of these 26 companies implemented on January 1, 2021 and held without further buys or sells through December 31, 2021 had a +8.64% advantage over the foreign healthcare benchmark.

#BestOf2021 Can Someone Else Gift to My Roth IRA?
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Many people think that Roth IRA contributions can only be from earned income. Those people are only half right.

Design Your 2022 Savings Waterfall (Podcast)
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In this podcast, I discuss my recent article “Account Funding Priorities for 2022” and describe a savings waterfall for 2022. The idea is when new money flows your way, which one of these buckets is it going to land in?

Setting Your Children Up for Financial Success (Podcast)
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On the podcast, I share my experiences from my own parenting and how we can set ourselves and our children up for financial success.

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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.


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