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

Do You Know What You Wish? (Financial Lessons from Into the Woods)
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Knowing what you want is important to directing the course of your life. To have a better life, you need to have a purpose for both you and your money.

How to Switch to Paperless Delivery at Schwab
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To avoid a higher trading fee at Schwab, it is in your best interest to turn on paperless delivery for everything that you can.

AAII’s Charles Rotblut on Rebalancing
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How to measure the rebalancing bonus and the benefits of staying invested after a market drop.

Q&A: Can I Reimburse More Than My Actual Room and Board Expenses From My 529 Plan?
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Every school sets a budget or allowance for room and board, referred to as the cost of attendance. Are you allowed to reimburse yourself for the entire amount of Room and Board even if you did not spend that much?

How To Set Beneficiary Designations At RiversEdge
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Designating your beneficiaries is an important step in setting up and managing your retirement plan account.

Avoid the Christian Financial Planners Directory
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I cannot imagine any consumer who, if they understood how such a select list of advisers was actually compiled, would use this list. Why limit yourself only to firms willing to pay a referral service to endorse them?

Q&A: How Do I Use a 529 to Reimburse for Housing at a School Abroad?
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The first step to answering this question is to check that the school you want to attend is an eligible educational institution.

Many Websites Are Merely Side Hustles
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Be on your guard to avoid wasting money following the advice of an article written to maximize revenue.

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.

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