We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Lessons from the Crash of 2007-2008
For a calm investor, a crash will just mean that the stocks you would have bought anyway are temporarily on sale.
How Common Is A Stock Market Crash?
A crash is defined as an index dropping at least 50% from some previous high. Since 1950, there has been exactly 1 stock market crash in the S&P 500 Price Index.
Can I Write My Own Estate Plan?
The shortest answer is yes, you can. But just because you can, doesn’t mean you should.
Radio Interview: Which Retirement Accounts Should I Fund?
David John Marotta was interviewed on radio 1070 WINA discussing which retirement accounts you should fund for the best tax outcomes.
Sage Advice After Stock Market Drop
When the market drops, resist the impulse to “do something.”
Can I Contribute To A Roth IRA If I Don’t Have A Job?
You can only contribute to your Roth IRA if you have what the IRS calls “earned” income. This makes it all the more important to contribute to your Roth IRA every year you can.
How Frequently Should I Redo My Estate Plan?
Here are the most common reasons that your plan might need to be updated or revised and what to do about them.
Artist Interview with Malcolm Hughes
Marotta Wealth Management is showing original oil paintings by Malcolm Hughes at our office this fall!
Donald Trump’s Tax Plan
Tax season under Trump’s plan would likely be just as complicated but slightly less painful.
How Much Can I Contribute To A Roth IRA If I Earn Too Much?
I’m on the borderline for being able to contribute to a Roth IRA. How do I determine how much I can contribute?
How To Correct Excess Roth IRA Contributions
Regardless of the reason, if you have put too much money in your Roth IRA, the solution is the same.
Can I Contribute To My Wife’s Roth IRA?
I have earned income but my wife does not. Can I contribute to my wife’s Roth IRA?
U.S. Growth Stocks Stand Their Ground in 2015
This year, almost every U.S. asset class is in the red except for growth stocks. When the market is throwing punches, you need a tactical defense.
How to Help Clients Cope With Scary Markets
Staying the course when an index investment is down is very uncomfortable in the short-term but usually the best course of action in the long run.
What is a Backdoor Roth?
Even over the income threshold, you may still be able to add funds to your Roth IRA with what is called a backdoor Roth.