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

Q&A: Why Not Invest Only in the U.S?
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Diversification among many different countries provides a more consistent return than investing entirely in the United States.

Q&A: Where to Stash Extra Savings?
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“After all this savings, I have about $3,000 per month left to save somewhere. Where should I save it?”

Careful Records Required To Track Capital Gains
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Keeping a careful accounting of your investment’s cost basis isn’t glamorous, but it can help you save time and money when it comes time to sell.

You Are Probably Paying Too Much For Your Mutual Funds
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Check your own funds. You are likely paying too much for your mutual funds.

No One is Alone (Financial Lessons from Into the Woods)
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Your choices now change the course of your future in significant ways. “Into the Woods” is a cautionary reminder of that.

Complete Guide to Your Schwab Debit Card (2019)
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I think my second favorite feature of Charles Schwab’s banking service is their debit cards.

Beware Sloppy Retirement Advice
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There are at least seven major mistakes in this advice by Wells Fargo Asset Management.

Children Will Listen (Financial Lessons from Into the Woods)
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Your child may be in the thick of feeling out a boundary line by testing all your limits, but it pays off to be patient and trust that they will learn and they will listen.

Looking Backward on Socialism: Fulfilled By Different Countries
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Edward Bellamy’s novel “Looking Backward” moved hearts and minds, ultimately moving nations and history.

The Uncommon Average of Investment Returns
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The markets are inherently volatile, but they have also been inherently profitable. Setting your expectations accurately can help you stay invested long enough to overlook disappointing results and experience the long-term growth you are seeking.

Nice is Different Than Good (Financial Lessons from Into the Woods)
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Nice is different from good. You want a good financial planner not just a nice one.

Looking Backward On Socialism: A Radical Denial Of Human Nature
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One of the most common socialist assumptions is that it is possible to perfect society.

Retirement Wisdom (The Series)
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In 2004, David Marotta wrote a seven part series originally titled “Retirement Wisdom.” The series explained the the seven principles to reaching your retirement goals.

In Which Investment Vehicle Should I Stage My Spending Money?
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Your asset allocation matters to maintaining a balance in retirement of having money for the next 5 to 7 years and keeping up with inflation for time periods of 8 years or longer.

Spam Analysis: The “Protect Your Income” Pitch of Immediate Annuities
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Understanding the most powerful sales techniques doesn’t change the fact that they tend to work.

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