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

How To Update Your Address at Schwab and Why It Is Not Straightforward
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Luckily, you can update your address online. Unfortunately, it is not as straightforward as the average investor suspects it will be.

What is Cost Basis and How Do I Calculate It?
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The process of correcting cost basis problems, although time consuming, is worthwhile.

Q&A: Should I Get a Car Loan To Stay Invested?
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With these moderate interest rates, the only clearly wrong decision in my view is buying a car on loan because you cannot afford it outright.

Avoid Identity Theft By Using Different Random Passwords On Each Website
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Here are some of the best practices to protect your identity.

Charles Schwab: How to Order More Checks or Deposit Slips (2019 Update)
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Schwab used to have a streamlined service for ordering more checks. Now as of 2019, they have outsourced their check ordering to a third party.

#TBT Speed Is Not Critical When Investing
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Using the analogy of a peach orchard farmer compared to a doomsday weather watcher, David Marotta reminds us in this 2004 article that “For the speculator, speed is everything. Not so, for the investor.”

Using Forward P/E Ratio To Dynamically Tilt A Portfolio
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A low forward P/E suggests higher expected appreciation.

Four Possible Consequences of Regulation Best Interest
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These are four possible consequences of Regulation Best Interest.

How to Implement Basic Investment Strategies
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In 2009, David Marotta wrote a five-part article series for the Charlottesville Business Journal covering basic investment strategies. Its advice is still relevant today.

#TBT Frequency Matters More Than Height
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This 2009 article reminds us, “When we are worried about our expenditures, we tend to look at the dollar amounts more than the frequency of our purchases.” However, to combat mindless spending, we should look to trim recurring expenses first.

Schwab’s 3 Myths of Responsible Investing Are Actually True
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In reality, all three “myths” are cause for real concern about SRI, ESG, and other so-called impact investing.

How to Budget for Emergencies: Divorce, Separation, or Widowing
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Although this is the least common financial shock studied, it is one of the most difficult because at its core it is a problem money cannot solve.

Six Ways Regulation Best Interest Falls Short of a Fiduciary Standard
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The SEC is allowing financial professionals to hide in a lower legal requirement, not meet a fiduciary standard, and call it “Best Interest.”

Core Values Budgeting: One Strategy to Identify Budgeting Changes
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Here is a strategy that can both help you identify what you value and help you start your budget.

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