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.
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.
Asset Allocation Between The United States And The United Kingdom
on July 17, 2018
with No Comments
A blended portfolio has had a higher mean return than either fund by itself.
Q&A: What Financial Planning Services Do You Offer?
on July 16, 2018
with No Comments
We offer comprehensive wealth management services.
What Is Integrated Financial Planning?
on July 13, 2018
with No Comments
Wise decisions cannot be made in isolation from their impact on other areas of your financial life.
Marotta’s 2018 Fidelity Gone-Fishing Portfolio
on July 10, 2018
with No Comments
A gone-fishing portfolio using the no-transaction fee funds currently available at Fidelity.
Marotta’s 2018 Fidelity Gone-Fishing Portfolio Calculator
on July 10, 2018
with No Comments
We recommend this gone fishing portfolio for accounts hosted at Fidelity.
Q&A: What Are Your Qualifications?
on July 9, 2018
with No Comments
We require each Investment Committee member to have, at a minimum, the CERTIFIED FINANCIAL PLANNER™ (CFP®) or Chartered Financial Analyst ® (CFA) designation.
The Dow Jones Industrial Average
on July 6, 2018
with No Comments
Truly diversified portfolios don’t move in sync with the Dow.
Early Preview of 2019 IRS Forms
on July 5, 2018
with No Comments
Although this 1040 looks smaller, it is not an upgrade for anyone except for the IRS.
Q&A: What Experience Do You Have?
on July 3, 2018
with No Comments
Marotta Wealth Management (originally Marotta Asset Management) was founded in 2000 by David John Marotta.
Retirement Plan Sponsors Have A Responsibility To Review Their Plans
on July 2, 2018
with No Comments
Failure to perform such periodic reviews is a litigatable fiduciary breach.
Calculating Inherited RMDs When the IRA Owner Was Younger
on June 29, 2018
with No Comments
There is unique tax planning involved though when an age 70 1/2 IRA owner was younger than the beneficiary.
New 2018 Tax Law: Opportunity Zones in Charlottesville, VA
on June 26, 2018
with No Comments
Among its many changes, the Tax Cuts and Jobs Act created a new tax concept when it comes to managing the capital gains.