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

Ameriprise Pay-To-Play Funds Are Poorly Ranked By Morningstar
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If you own these fund families with your Ameriprise Advisor, perhaps you should consider switching to a fee-only financial advisor.

What You Should Do in Response to 2018 Year-End Returns
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These market returns panicked some investors. However, those emotions are unhelpful. Long term investing erases all this short term volatility. It is always a good time to have a balanced portfolio.

Radio: Best Time to Invest 2019
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There is always an excuse to delay doing something that involves risk. They close the show reminding you not to wait. Invest now.

Practical Advice on Hiring Your Children
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Here’s some advice from one daughter employee to a would-be parent employer.

#TBT Estate Planning For A Family Business Balances Three Roles
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This whimsical 2004 post uses the hypothetical family business of Belle and the Beast to teach a valuable lesson about passing on the family business to the next generation.

Loophole: How to Perform Qualified Charitable Distributions Out of Ongoing SEP-IRA Assets
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It turns out there is still a way to do a QCD out of those assets, but it requires a bit of planning ahead.

The No-Bear Bull Market of the 1990s
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Neither the dire pessimism at the start of the Bull Market of the 1990s nor the blind optimism at the end were warranted.

Your Estate Plan Might Disadvantage Your Heir’s Cost Basis
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Is what I’m accomplishing here worth sacrificing the step up in basis? If it is not, perhaps there is a better way to implement your estate wishes.

#TBT Getting The Most From Your 401(k) Or 403(b)
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The average worker will have a dozen employers and work at each job for less than four years. Your career is now your responsibility, and so is your retirement plan. Allow this 2010 article to be your lifetime Human Resources Department guide to being financially prepared.

What You Need to Know Before You Invest
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When I was a teen, my grandfather George Marotta passed down to me his copy of “What You Need to Know Before You Invest” by Rod Davis. I recommend this book as way to gain a baseline understanding.

The Dangers of Individual Stock Investing
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Portfolio construction is extremely important to achieving your long-term goals. Don’t risk those goals by assuming that individual stock-picking is a superior strategy.

Understanding The Estate Exemption
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To preserve the portability of a deceased spouse’s exemption, you must file an estate tax return after the death of the first spouse even if you otherwise did not have to do so. The due date of the estate tax return is nine months after the decedent’s date of death.

#TBT Why the Tax on Your Roth Conversion Hurts So Much
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Roth conversions pay off. Repeat it to yourself now. Repeat it to yourself at tax time. Roth conversions pay off.

Read This Before Starting Social Security Earlier Than Age 70
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Even though is often the worst choice, most people take Social Security as early as possible, at age 62. This decision reduces lifetime benefits by hundreds of thousands of dollars.

CFA Institute Advocates for Systematic Rebalancing
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Knowing that rebalancing boosts returns is useless unless you have the time, discipline, and nerve to follow through and actually execute the trades.

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