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.

Subscribe to receive our weekly newsletter.


Our Articles

Active Management Has An 82% Failure Rate
with No Comments

Managing investment assets requires managing investor expectations.

Sensational Headlines Capture Nation’s Attention
with No Comments

In addition to learning how a viral story can get many of the facts wrong, another more important lesson can be learned from this experience.

Media Storm Surrounding Marotta Advice
with No Comments

Recently we had one of our blogs posts go viral and capture the attention of the national news.

Annual Exclusion From Gift Taxes
with No Comments

There is a limit, or exclusion–an amount that the government will allow you to gift to a person per year, without incurring tax consequences.

Chronicles of Aria Prime, Episode One by AJ Reissig
with No Comments

The adventure begins as a tale of interstellar travel, but quickly morphs into a space opera and post-apocalyptic survival story.

Marotta Featured in Advisors’ Top 10 Investment Ideas for 2014
with No Comments

Economic Freedom is a good investing strategy.

How To Prepare For The “Coming Financial Apocalypse”
with No Comments

You should be just as prepared for the possibility that the world as we know it is not ending.

Is It Really Time To Get Out Of The City?
with No Comments

Should I fear panicked looting and riots when the food distribution fails?

Happy Holidays 2013
with No Comments

Happy Holidays from the team at Marotta Wealth Management, Inc.

Five Things More Important Than Politics
with No Comments

This holiday season, remember to cherish the important values of life.

The Truth About Annuities
with No Comments

Most financial planning articles about annuities pull their punches.

The Affordable Care Act (ACA) May Cost The Country $2.8 Trillion More Each Year.
with 1 Comment

You can often tell exactly what a piece of legislation will NOT do by what they title it.

Should I Wait Until After The End Of The World To Start Investing?
with No Comments

When the dust settles, can I really buy things for pennies on the dollar?

Mailbag: Are the Equity Markets Getting Kind of Toppy?
with No Comments

It is always a good time to have a balanced portfolio.

1 124 125 126 127 128 129 130 210

Like what you read? Subscribe to our newsletter!