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

Financial Planning Begins with Spiritual Values
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Financial planning is the process of aligning your financial choices with your life passions. Values transcend the cash and the numbers.

Belle Didn’t Really Love Scrooge
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Belle measures Ebenezer’s love for her by what he spends on her directly. Investments count for nothing.

Tax Planning Tips for 2006
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In order to make full use of these tax-saving tips, be sure to visit your tax professional before year’s end. Once January 1st rolls around, there’s little else you can do but pay up.

Cyber Monday
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This year, the busiest day will likely be two weeks later on Monday, December 11th.

Tax Planning for Small Business Owners
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Solo 401ks permit you to contribute to the plan both as the “employer” and as the “employee.”

Conservation Easements
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Before executing a conservation easement donation, you should be certain that it is in line with your financial goals.

NAPFA Consumer Education Foundation
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Fewer than 20 percent of investors are financially literate.

P/E Ratio
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P/E ratio tells you how many dollars you have to invest to receive $1 in earnings.

Roth IRA vs. the Traditional IRA
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Historically income taxes have not been this low since 1931.

Virginia Is For Business Lovers
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More businesses migrate across state borders than national borders.

Qualified 529 Spending
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Virginians can take a $2,000 state tax deduction simply by flowing their money through a 529 account for a day.

Reverse Mortgages Are A Last Resort
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Although the lender almost always wins, a reverse mortgage does offer a Band-Aid solution to pending cash flow problems.

David John Marotta: What Is A Contrarian?
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The markets are brilliant long-term, but short-term they have the IQ of a gnat.

George Marotta: What Is A Contrarian?
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Buy when there is blood on the street and sell on the sound of the trumpet.

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