Financial, investment, and wealth management advice
This 2007 post reminds that because of inflation the value of cash trends down, encourages you to protect your portfolio against a falling dollar, and reveals an inconsistency with CPI calculations and actual inflation.
We made two slight changes to the 2026 gone-fishing portfolio, one of which reduces expense ratios.
This gone-fishing portfolio is our default portfolio which can be used at any custodian.
We recommend this gone-fishing portfolio for investors with brand loyalty to Vanguard.
Learn about how to budget for emergencies through Megan’s story of getting punched in the face.
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%.
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.
