Articles

Marotta Wealth Management (originally Marotta Asset Management) was founded in 2000 by David John Marotta.

Failure to perform such periodic reviews is a litigatable fiduciary breach.

There is unique tax planning involved though when an age 70 1/2 IRA owner was younger than the beneficiary.

Among its many changes, the Tax Cuts and Jobs Act created a new tax concept when it comes to managing the capital gains.

You should work with a personalized financial planner, not an impersonal investment manager.

What’s the difference between Schwab’s “Ending Value” line and their “Ending Value with Accrued Income” line on my monthly statements?

The capital gains tax is economically senseless. This 2014 post has fourteen of the loopholes the government’s gain tax unintentionally incentivizes.

It was our article which first suggested this six year ago.

We have four tenets of quality defining our customer service here at Marotta.

On June 5, 2018, David John Marotta and Megan Russell appeared on Radio 1070 WINA’s Schilling Show to remember June 5, 2013 and discuss our modern surveillance state.

This 2015 article reminds us of the benefits of umbrella insurance. We recommend $2 to $5 million of umbrella coverage for typical families with assets over $300,000.

Bonds are like the iron rods put in the bottom of sailing ships. They don’t make the ship go faster, but they do keep the ship from capsizing in stormy weather.

An investment manager who is “at times a soft socialist” like Voss will be more likely to engage in active management, market timing, and gambling on individual stocks.

We are very pleased to announce that Courtney Fraser is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!

On this day in 2013, Snowden revealed the U.S. government was actively pursuing the constant surveillance of everyone’s digital life.