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Our Articles

#TBT Can a 529 Reimburse for Last Year’s Expenses?
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This article offers an overview of what we know about 529 reimbursement timing.

Home Bias or Foreign Bond Funds?
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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?
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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
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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
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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?
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This is why we say: We have no secret ingredient at Marotta Wealth Management.

#TBT The Value of Systematic Roth Conversions
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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
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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
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This process works as the people in your contacts list are probably not scammers.

#TBT Four Reasons to Rebalance
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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
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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)
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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.

#TBT Open a Roth IRA Today or Regret It Later
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Roth IRAs have one weakness, but the remedy is to have opened and funded your Roth more than 5 years ago. So do it today!

A Closer Look at Freedom 100 Emerging Markets ETF (FRDM)
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FRDM is interesting, but using our country specific funds plus a low cost Vanguard Emerging Market fund allows us to emphasize freedom for as low a cost as possible.

Big Mac Index Shows Official CPI Under Reports Inflation (2022)
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I decided to see if McDonald’s famous burger was still appreciating faster than the CPI. It has been.

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