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

Revisiting BRIC Countries 10 Years Later
with No Comments

In 2003, the Goldman Sachs Global Economics Department predicted the economic and geopolitical influence of Brazil, Russia, India and China (the BRIC countries) would become increasingly visible in the developed world. We revisit those countries here.

The Real and Present Danger of Inflation, Even for Babies
with No Comments

For investors who began working in 1970 and retired 45 years later in 2015, cash lost 83.83% of its purchasing power.

Comparative Price Shopping: Extra Virgin Olive Oil in Charlottesville
with No Comments

Grocery stores know all the shoppers tricks, which means that when comparative price shopping you actually have to compare all the prices to get the best deal.

Q&A: Do Others Stand to Gain from the Financial Advice You Give Me?
with No Comments

You deserve advice from a firm where you don’t have to second guess where their loyalties lie.

NAPFA Challenges the Securities and Exchange Commission
with No Comments

I couldn’t be prouder to be a NAPFA-Registered Financial Advisor.

Megan Ruins Adam Ruins Everything Episode 43
with No Comments

Teresa Ghilarducci is just wrong here. There is no qualification that can make Ghilarducci more right.

Q&A: How Will I Pay for Your Financial Planning Services? How Much Do You Typically Charge?
with No Comments

It is relatively easy for fee-only fiduciaries to answer the question “How much do you charge?” The only fee they collect is the fee that the client directly pays them.

Your Commission-Based Advisor May Not Even Know What Fees You Are Paying
with No Comments

The majority of the industry many not even believe that there is a better way. But you deserve better.

Q&A: Does a Power of Attorney Agent Have a Fiduciary Duty?
with No Comments

A reader asks, “As her descendant and agent following the rules as written, it is my understanding that I could gift myself $14,000 each year. But can I really?”

Which Index Best Represents The Markets?
with No Comments

Any decision to differ from the cap-weighted global default is a choice.

Information Asymmetry or Why You Need a Fee-Only Advisor
with No Comments

Incentives matter. If you are going to get a financial advisor, you need to select a fee-only advisor because you need to find an advisor you can trust.

Q&A: Will You Be the Only Financial Planner Working with Me?
with No Comments

At Marotta Wealth Management, we believe that a team collaborating on your behalf provides you with better service.

One Method To Estimate Future Inflation Expectations
with No Comments

Predicting future inflation is difficult at best.

Fidelity Ends ‘Point In Time’ Fiduciary Service
with No Comments

We find the practices of much of the financial services industry repulsive.

The Fiduciary Standard is Disagreeable
with No Comments

Sometimes, you should do what is right even though it is not what others want.

1 64 65 66 67 68 69 70 209

Like what you read? Subscribe to our newsletter!