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

Harvest Major Capital Losses Whenever You Have Them
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While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.

Looking Backward on Socialism: Liberal Control Of Academia
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The increasing monoculture within universities pushes, at least slightly, each graduating class more toward favoring socialism.

#BestOf2019 – Q&A: Can I Use 529 Funds for Off-Campus Housing?
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Elizabeth has written one post so far, and it was the most popular post of 2019. With over 12K views, this clear descriptions of the housing reimbursement rules has helped a lot of people.

Q&A: Which Products Do You Buy and Which Do You Avoid?
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The selection of what products we purchase or avoid for clients is based solely on what we believe gives our clients the best chance to meet their goals.

What We Can Learn From The Buffett Family Motto
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From such changes, the millionaire mindset is built and millions are gained.

Lessons from Medicine: “Doing Something” Is Often Worse
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Even if all four of these sentimental or pragmatic justifications are true, doing the wrong thing is still worse than doing nothing.

#TBT Financial Help for the New Year
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A 2007 article that stands the test of time. This is the year you should keep your financial resolutions. Getting help from an objective advisor can provide both a powerful catalyst for action and real peace of mind.

How To Win The Virginia Stock Market Game
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If you do compete and want to share your results with us, fill out our Contact form and let us know about your strategy. We may even write an article about you.

Q&A: Should I Donate QCDs When I Have a Nondeductible Basis?
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Luckily for the charitably-inclined individuals with nondeductible balances, QCDs are excluded from your Form 8606 taxable and nontaxable calculations.

What To Expect Now That The S&P 500 Reached 3,200
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On Thursday, December 19, 2019, the S&P 500 Price Index closed above 3,200 for the first time in history. What should we expect going forward?

The SECURE Act of 2019 Becomes Law
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The SECURE Act was merged into the 2020 budget bill which is now law.

Q&A: How Does Your Faith Affect Your Investment Philosophy?
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There are several ways that I see my faith influence my work.

How To Spend: Take Care Of Your Things
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The thrift of taking care of your things is a wealthy mindset that pays off every year you don’t need to buy a replacement.

Lessons from Medicine: Compensation Matters
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“It is, of course, hard to get people in any profession to do the right thing when they’re paid to do the wrong thing.”

#TBT Marotta on A Christmas Carol
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Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics. This 2003 – 2012 series uses the classic tale to illustrate different financial personalities, principles, and philosophies.

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