How To Create a Comma-Delineated String and Parse It in Excel
on June 2, 2026 with No Comments
We use strings like these to save the tax plans we discover for a specific client as a part of our Tax Planning service.
Latest Articles
#TBT Don’t Delay Roth Conversions
on May 28, 2026 with No Comments
Waiting just one year means that you lose a portion of the growth in your traditional IRA to income taxes later.
#TBT Cash Has Been the Riskiest Investment
on May 21, 2026 with No Comments
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.
An Overview of Marotta’s 2026 Gone-Fishing Portfolios
on May 14, 2026 with No Comments
We made two slight changes to the 2026 gone-fishing portfolio, one of which reduces expense ratios.
Marotta’s 2026 Gone-Fishing Portfolio Calculator
on May 14, 2026 with No Comments
This gone-fishing portfolio is our default portfolio which can be used at any custodian.
Marotta’s 2026 Vanguard Gone-Fishing Portfolio Calculator
on May 14, 2026 with No Comments
We recommend this gone-fishing portfolio for investors with brand loyalty to Vanguard.
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.
