Financial, investment, and wealth management advice
The first quarter of 2026, as experienced through the lens of the media, was a volatile quarter full of war, inflation, job loss, and dropping stock values, especially of the biggest technology stocks. The same quarter, as experienced through the lens of historical stock returns, was relatively calm.
Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.
A terrible reason to invest in something is because you have less information about its value.
Don’t let stress about tax filing requirements keep you or your child from a powerful opportunity to provide for their future.
A Pledged Asset Line of Credit (PAL) is a line of credit that allows you to borrow against the non-retirement assets in your portfolio without having to liquidate your investments.
In retrospect, it is clear that it was a good time to rebalance your portfolio, selling some of the bonds that you were so glad you had and buying more of the very stocks you were so worried about.
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.
