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 see if we are a good fit for you and get started as a client.

Subscribe to receive our weekly newsletter.


Our Articles

#TBT Can I Use 529 Funds for Off-Campus Housing?
with No Comments

Yes, but housing is one of many expenses that are subject to a reimbursement limit. Here’s how to do it.

Why I-Bonds May Not Be As Great As They Seem
with No Comments

If you’re thinking about buying an I Bond, make sure it fits properly into your financial plan, and you aren’t just chasing the high interest rate.

I Bonds vs. TIPS: What is the Difference?
with No Comments

Both are U.S. debt obligations which are adjusted by the Consumer Price Index, but they do so very differently.

#TBT Can a 529 Reimburse for Last Year’s Expenses?
with No Comments

This article offers an overview of what we know about 529 reimbursement timing.

Home Bias or Foreign Bond Funds?
with No Comments

Home bias is the tendency of investors to invest a majority of their assets in companies domiciled in their home country.

Are Recessions a Real Thing?
with No Comments

Regardless of which it is and whether we are in a recession, it is always a good time to have a balanced portfolio.

Radio: Dangers of Seeking Utopia
with No Comments

On Tuesday, April 12, 2022, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about dangers of seeking utopia and the sinfulness of humanity.

Avoid the Publishers Clearing House Scam
with No Comments

Protecting you from elder fraud is just one of the many services we can offer as a part of comprehensive financial planning.

Q&A: Why Do You Have So Many Links In Your Articles?
with No Comments

This is why we say: We have no secret ingredient at Marotta Wealth Management.

#TBT The Value of Systematic Roth Conversions
with No Comments

In this video, David used examples from our tax planning service to demonstrate what a Roth conversion plan might look like and how systematic Roth conversions can create a higher after-tax net worth in the future.

The Math of Billing Retirement Accounts
with No Comments

We advocate for billing traditional IRAs to themselves but billing Roth IRAs to a taxable brokerage account. Here is the math of why.

Protect Yourself By Silencing Unknown Callers
with No Comments

This process works as the people in your contacts list are probably not scammers.

#TBT Four Reasons to Rebalance
with No Comments

This post reminds us that there are at least four reasons to rebalance where the benefit can be demonstrated or measured.

The Difference Between Roth Conversions, Contributions, and Deferrals
with No Comments

It is important to know the difference between these techniques to make sure you are maximizing your retirement savings.  

Freedom Investing in Review (June 2022)
with No Comments

This quarter, we saw that in 1-year returns ending June 30, 2022, Developed Freedom Investing had a -1.19% disadvantage, Emerging Market Freedom Investing had a +0.46% advantage, and Overall Freedom Investing had a -0.12% disadvantage.

1 2 3 4 195

Like what you read? Subscribe to our newsletter!