Financial, investment, and wealth management advice
I think the intent of this list is to make advisors feel under-prepared and thus more likely to sign up for one of the paid newsletters Ed Slott provides. Regardless, here are my answers.
Many adult children are returning to live at home somewhat involuntarily. What can parents do to help? This 2011 article offers some wisdom.
We agree with Kleintop’s assessment that valuations suggest that international equities are poised for more gains.
George Marotta reminds us in this 2002 article, “Each person can best help society by developing his or her talents to the fullest. In the process, some will earn very large incomes, but that’s OK.”
The CFP Board is compensation neutral, but it is only because of how they are paid.
When a 529 plan is set up, there are two important people associated with the account. The first is the account owner. The second is the beneficiary. Both can be changed.
Marotta Wealth Management is a team of fee-only financial advisors in Charlottesville, VA. We are fiduciaries who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service as we strive to provide comprehensive financial planning.
Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.
If you want to get started quickly, simply call the firm at 434-244-0000 or contact us online to start the process of becoming one of our valued clients.
You can also read our Form CRS and ADV Part 2 descriptive brochures for more information about how Marotta Wealth Management works.
