SEC Q&A: What Questions Should I Ask When Choosing an Investment Adviser or Financial Planner?
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Here are our answers and comments to the SEC’s eight suggested questions.

Happy Holidays 2013
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Happy Holidays from the team at Marotta Wealth Management, Inc.

David John Marotta Part of the 2013 AIF Designee Article Competition
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AIF® and AIFA® designees share their knowledge and experiences in a way that helps fiduciaries better understand and perform their role.

David John Marotta speaking in Florida (February 19-21, 2013)
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I’d like to invite any of our subscribers in The Sunshine State to attend one of the following events as our guest.

Merry Christmas 2012
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Merry Christmas from the team at Marotta Wealth Management, Inc.

David John Marotta an Article Competition Finalist
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David John Marotta’s article “Ten Questions to Ask a Financial Advisor” was a finalist in the fi360 2012 Article Competition.

David John Marotta in NAPFA Planning Perspectives Nov/Dec 2011
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An article by David John Marotta on how to glean information from your IRS 1040 tax return was featured in the latest Nov/Dec 2011 issue of NAPFA Planning Perspectives.

David John Marotta Receives Write-In Votes in Local Elections
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I was flattered to learn that I received several write in votes from among those dissatisfied with the choices presented on the ballot.

Family Affair
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Father George Marotta and son David John Marotta were featured in an article in Financial Planning magazine.

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