#TBT A Short History Of Wall Street
on January 16, 2025
with No Comments
Only recently has Main Street been so fully invested. This 2007 article chronicles how it all got started.
Latest Articles
Q&A: What is Your Client’s Average Portfolio Size and Life Stage? (2025 Update)
on January 14, 2025
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We have a large distribution of clients at all portfolio sizes and, surprisingly, have all life stages nearly equally represented.
#TBT Fourteen Ways to Avoid Paying Capital Gains
on January 9, 2025
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The capital gains tax is economically senseless. This 2014 post has fourteen of the loopholes the government’s gain tax unintentionally incentivizes.
Bank Fraud Texts: Service or Scam?
on January 7, 2025
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These are all reasons why it is best to ignore strange text messages entirely.
#TBT The Happy Habits of Appreciation and Gratitude
on January 2, 2025
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This 2016 article reminds us that “there is a very simple place to start the process of changing our destiny: Each day notice the things that make you happy and try experiencing more of them.”
Election Cycle Sentiments are Unlikely to Produce Long-Term Returns
on December 31, 2024
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The immediate post-election trades in the markets appear to include a number of speculative trades based on expectations of what might do well now that Trump has won the presidency.
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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.
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