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

Marotta’s 2019 Gone-Fishing Portfolio Calculator
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This gone fishing portfolio is our default portfolio which can be used at any custodian.

Marotta’s 2019 Vanguard Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at Vanguard.

Marotta’s 2019 Schwab Gone-Fishing Portfolio
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We recommend this gone fishing portfolio for accounts hosted at Charles Schwab.

Marotta’s 2019 Fidelity Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at Fidelity.

Marotta’s 2019 eTrade Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at eTrade.

Marotta’s 2019 TD Ameritrade Gone-Fishing Portfolio Calculator
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We recommend this gone fishing portfolio for accounts hosted at TD Ameritrade.

If You Are Tempted to Stay Out of the Markets, Read This First
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Gil Weinriech, Senior Editor for Seeking Alpha, wrote recently about investors whose personalities tempt them to stay on the sidelines of investing at times.

Crazy Rich Asians Series: Peik Lin on Understanding The Spending of the Wealthy
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Peik Lin is a person who sees the recipients of her family’s spending the same way as people.

In Response to the Government Shutdown, NPR Says “Regulate Me!”
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Although the NPR commentators suggest that the corporate heart is growing fonder of government, feeling wistful, and longing for government bureaucracy, nothing could be further from the truth.

Radio: The Market Crash of 2008
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Market corrections are so common as to be largely ignored by long term investors.

A Guide to HSA Qualified Medical Expenses, Contributions, and Family Plans with Adult Children
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More and more family plans are actually composed of many different independent people in the eyes of the government.

Schwab’s New Personal Value Chart Promotes the Worst Investing Habits
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Schwab’s presentation is designed to show a real time accounting of your portfolio’s value. It is not designed to report on your portfolio’s performance.

Radio: Seven Financial Resolutions for the 2019 New Year
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On Tuesday, January 8, 2019, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss financial resolutions for the 2019 new year.

Cost of Credit Card Debt Calculator
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Regardless of your assumptions about future market returns, the impoverishment to families with credit card debt is massive.

A Quick Strategy for Analyzing Whether You Should Rent or Sell
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There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.

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