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

Video: Financial New Years Resolutions
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Few of us are disciplined enough to accomplish all our resolutions without help.

Going John Galt
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If you’re not an economist, you may vastly underestimate the negative impact of taxes on the U.S. economy.

Video: Health Savings Accounts
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Employers and employees alike are feeling the squeeze of swelling health care costs. According to the Kaiser Family Foundation, health insurance premiums have risen at an average rate of 12 percent per year since 2000. Unable to keep up with rising premiums, employers are forced to pass on costs to employees, to trim benefits, or worse yet, to dump the coverage all together.

Video: Roth IRAs Make Great Estate Planning Tools
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Bequeathing a Roth is much the same as setting up a lifetime tax-free stream of income for your heirs.

Video: A Roth Conversion Makes Cents
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There are years and situations when a Roth conversion is not appropriate, but they are often surrounded by years when it should be considered.

Radio: Going John Galt
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David Marotta discusses how the tax burden causes an incentive to earn less money.

Marley’s Ghost Was Haunted by Regret
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Misers may sleep well tonight, but they won’t eat well in 20 years.

Video: Retirement Wisdom – Plan Ahead
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Most families have not planned for their retirement. They may save toward their retirement, but without a plan their saving is random and haphazard. Retirement decisions today can only be made in the context of accurate math projections that span … Read More

Best Christmas Presents
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You are guarding against deadweight loss when the recipient can exchange the gift or return it for cash.

Video: Squirrel Away Money While You Can
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In 1985, an MIT professor won the Nobel Prize for a simple technique that squirrels have known intuitively from birth — you have to “squirrel” away some nuts during times of plenty so you can survive during times of scarcity.

Fourteen Tax Management Techniques
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No one approaches financial planning with the goal of paying more taxes. Tax management, like all financial planning, is based on the premise that small changes made over time can achieve big goals.

Video: Health Savings Accounts May Save You Money
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Employers and employees alike are feeling the squeeze of swelling health care costs.

Mindless Spending 2: You’ll Get By with a Little Help from Your Friends
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Both mindless eating and mindless spending rely on our subconscious need to follow scripts to pace our consumption. Community plays a huge role in regulating our financial destiny–either a path of savings that builds real wealth or a path of spending that leads to impoverishment.

Radio: Five Profitable Investment Trends
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David Marotta discusses what makes certain investments look attractive.

Mindless Spending 1: Frequency Matters More Than Height
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We all think we can’t be fooled by something as obvious as the the difference between height and width. But our brains are wired that way, without exception.

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