#TBT Life Lesson #1: You Shouldn’t Need Saving
on May 7, 2026 with No Comments
Learn about how to budget for emergencies through Megan’s story of getting punched in the face.
Latest Articles
Marotta’s Gone-Fishing Portfolio: Review of 2025 Returns
on May 5, 2026 with No Comments
Without rebalancing, the all-stock Marotta 2025 Gone-Fishing Portfolio had a 1-year return of 20.19% and the all-stock Marotta 2025 Vanguard Gone-Fishing Portfolio had a 1-year return of 20.74%.
#TBT Give Generously During Hard Times
on April 30, 2026 with No Comments
This 2008 article has wisdom for our current downturn, “As a response to the recent market correction, you can enrich your life in three healthy ways: Cut back your spending, increase your savings, and give more generously to charities of your choice.”
Freedom Investing in Review (March 2026)
on April 28, 2026 with No Comments
This quarter, we saw that in 1-year returns ending March 31, 2026, Developed Freedom Investing had a -3.2% disadvantage, Emerging Market Freedom Investing had a +10.93% advantage, and Overall Freedom Investing had a +2.04% advantage.
#TBT Getting The Most From Your 401(k) Or 403(b)
on April 23, 2026 with No Comments
The average worker will have a dozen employers and work at each job for less than four years. Your career is now your responsibility, and so is your retirement plan. Allow this 2010 article to be your lifetime Human Resources Department guide to being financially prepared.
#TBT That Rebate Check Could Ruin Your Retirement
on April 16, 2026 with No Comments
This 2008 article reminds us that anyone who spends more than 4% of their rebate will actually lose ground saving toward their retirement.
Our goal is to help our clients meet theirs.
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.
