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.
Your Commission-Based Advisor May Not Even Know What Fees You Are Paying
on August 13, 2018
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?
on August 10, 2018
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?
on August 9, 2018
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
on August 7, 2018
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?
on August 6, 2018
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
on August 3, 2018
with No Comments
Predicting future inflation is difficult at best.
Fidelity Ends ‘Point In Time’ Fiduciary Service
on August 2, 2018
with No Comments
We find the practices of much of the financial services industry repulsive.
The Fiduciary Standard is Disagreeable
on July 31, 2018
with No Comments
Sometimes, you should do what is right even though it is not what others want.
Q&A: What Types of Clients Do You Typically Work with?
on July 30, 2018
with No Comments
We believe that the basic principles of financial planning are the same no matter how many zeros you add.
Three-Year Freedom Investing Returns (June 2018)
on July 27, 2018
with No Comments
The bonus in returns of countries with freedom over and above the MSCI EAFE foreign index ranges from 1.28% to 1.91%.
PIIGS Have Returned To Simply PIGS
on July 26, 2018
with No Comments
In recognition of its efforts to reduce its debt and deficit and Ireland’s return to the “free” category of the economic freedom index, I think the letter I for Ireland should be removed from PIIGS and it should return once more to just PIGS.
Q&A: What is Your Approach to Financial Planning?
on July 24, 2018
with No Comments
If this is the approach you want for your financial planning, give us a call to get started today!
S&P 500 Fairly Valued At End Of June 2018
on July 23, 2018
with No Comments
U.S. Large Cap is currently valued at the historical average again after taking into account the expected increase in corporate earnings.
Radio: Responsibility of Retirement Plan Sponsors
on July 20, 2018
with No Comments
If you run a retirement plan at your company, you are responsible for performing periodic reviews to ensure that the plan is the best it can be for participants.
What Is Financial Planning?
on July 19, 2018
with No Comments
Given how few financial advisors have been through the education, certification, and experience require to obtain the CFP® mark, it is no wonder that so few so-called financial planners are actually providing comprehensive financial planning advice.