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

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.

ARM Yourself For Mortgage Rate Increases
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The party’s over for home owners who sought the lower initial payments of ARMs.

Foreign Freedom Investing 2006
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On average, international stocks appreciate more than US stocks, and stocks in countries with the most economic freedom appreciate more than the international average.

Socially Responsible Investing
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Delegating your morality to a fund’s screening process is like using a blunt instrument to do brain surgery.

Avoid Capital Gains Tax on the Sale of Your Home
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Consider moving your official place of residence to your vacation house, live in it 760 days out of five years, and then take the exclusion.

The United States – Land Of The Free
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“A wise and frugal government shall not take from the mouth of labor the bread it has earned.” – Jefferson

O Canada, The True North Strong and Free!
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Canada is the one major country that is not included in the EAFE (Europe, Australia, and Far East) foreign index. Not only are they good neighbors but a good investment.

Health Savings Accounts
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One out of every ten patients consume 69 percent of health care costs. The other nine would benefit from an HSA.

Seven Financial Rules For Marital Bliss
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An overwhelming number of failed marriages cite financial troubles as a major factor in their breakup.

Outlook May 2006
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Rebalancing means selling what has done well and buying what has done poorly, not visa versa.

Community College Can Provide the Best Education
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Community college for the first two years is the best deal to avoid the mountains of student debt and still graduate from a top-rate school.

Tax Freedom Day Arrives on April 26th, 2006
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Due to our progressive tax system, your taxes increase even if your buying power does not.

Donald Mortlock – Making a Free Market
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My grandfather Donald Mortlock worked on Wall Street during and after the 1929 crash. The firm he worked for was a “market maker,” a company which helped to literally “make a market” in several stocks.

Florence Mortlock – Dignity is a Happy Ending
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The life of my grandmother Florence Mortlock provided me with many life lessons on finance and financial planning.

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