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

Radio: Financial Time Perspective
with No Comments

David Marotta discusses how our time perspective influences our lives.

Owners of Second Homes: Beware of New Tax Laws
with No Comments

A shortage of people are buying real estate and we’ve passed a one-per-customer tax incentive law.

When Will The Markets Stop Dropping?
with No Comments

There is always a day of reckoning when people use debt to leverage their investments.

Dropping the Baton in Estate Titling
with No Comments

How you “title” the property you own is a lot more important than you might think. Failure to title your assets properly could undo the best will and trust planning that money can buy.

Marotta Advisors Join NAPFA Bus In Richmond, Virginia
with No Comments

Fee-Only financial advisors will be in cities across the country to conduct free advice events.

Keep Christmas Your Own Way
with No Comments

This year, give your family the gift of financial peace of mind. Celebrate the season simply.

Radio: Keeping Christmas Your Own Way
with No Comments

David Marotta discusses celebrating Christmas.

Give Generously During Hard Times
with No Comments

For charity to be a virtue, it must be freely given from your own resources.

The Assault on Free Markets
with 1 Comment

Free markets are under assault in America. We have seen much hyperbole and slander in these past two years of political polarization. But the idea of capitalism and free markets has received more negative campaigning and vicious attack than both candidates combined.

Avoiding Another Lost Decade
with No Comments

But if you were invested in a balanced portfolio, you did not lose this past decade.

Part 2: Privatization Could Fix Social Security
with No Comments

Privatization eliminates benefits for those who can do better with 5% of their payroll taxes than the government does with the entire 12.4%.

Part 1: Social Security Is Still Broken
with No Comments

All this toil to maintain an average benefit of about $12,000 a year!

Radio: The Impending Social Security Disaster
with No Comments

David Marotta discusses how Social Security could offer more benefit for less cost.

The Seven Steps of Financial Preparedness
with No Comments

When a hurricane threatens, making a plan and gearing up for emergencies is imperative. Economic emergencies happen too, but it may be less obvious how to prepare. Here are seven steps you should take to weather any financial storm.

Our Financial Crisis: The Result of Centralized Planning
with No Comments

Regulation and centralized planning have caused financial instability and failing institutions. If this is the root cause, then many of the proposed solutions will only make matters worse.

1 190 191 192 193 194 195 196 210

Like what you read? Subscribe to our newsletter!