We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website. We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives.

We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management.

For people who don’t want to do it alone, we encourage you to read our articles to get a fuller understanding of how our services work to see if we are a good fit for you. If you are interested, we would be happy to help you get started as a client!


Our Articles

Cloth Diapers: A Lesson in Investing
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This isn’t the kind of article you think it is. My daughter wore disposable diapers.

Tax Freedom Day Arrives on April 16th, 2019
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Without taxes, you could leave work at 2:41pm every day.

Q&A: Can I do backdoor Roth and an IRA Rollover in the same year?
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This person has no IRA balance, but is about to get one with an IRA Rollover. So the question is one of timing: can they do the IRA Rollover after the nondeductible contribution has already been converted so that their cream and coffee never mix?

79 Advisers Admit to Breach of Fiduciary Duty
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SEC announced that 79 investment adviser firms will return more than $125 million to clients after self-reporting violations of the Advisers Act.

Know Your Fund Expense Ratios
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The expense ratio charged by your funds matters more than you may realize.

Disclosures Are Not Sufficient To Fulfill The Fiduciary Duty
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Disclosures are always necessary but rarely sufficient to fulfill fiduciary obligations.

Getting Started as an Executor
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This is intended to be a brief overview of what you should do once you realize you are overseeing an estate.

Contribute As Much As You Can to a 457 Plan
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If your employer offers a 457 plan, consider taking advantage of the ability to shelter more money each year from taxes in a Roth account.

Radio: Checklist for Reviewing Your Tax Return
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On Tuesday, March 12, 2019, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss how to do your own tax review.

Q&A: What is the Average Real Return of the Stock Market?
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The real return of the stock market going forward is often debated.

Q&A: Can I turn my real estate income into a REIT to get the QBI deduction?
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You are allowed to deduct “up to 20 percent of their combined qualified real estate investment trust (REIT) dividends,” and this deduction is unlimited. So it begs the question: Is there a way I can deduct my normal real estate income?

2019 Analysis of Fund Families on the Marotta Buy List
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The Marotta Investment Committee typically builds portfolios with average expense ratios of about 0.24%.

Ameriprise Pay-To-Play Funds Are Poorly Ranked By Morningstar
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If you own these fund families with your Ameriprise Advisor, perhaps you should consider switching to a fee-only financial advisor.

What You Should Do in Response to 2018 Year-End Returns
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These market returns panicked some investors. However, those emotions are unhelpful. Long term investing erases all this short term volatility. It is always a good time to have a balanced portfolio.

Radio: Best Time to Invest 2019
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There is always an excuse to delay doing something that involves risk. They close the show reminding you not to wait. Invest now.

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