Financial, investment, and wealth management advice
In 2003, David stopped to rescue a snapping turtle from 250 West. Even now, the financial planning lessons from that turtle are still sage advice.
Once you have calculated the funding requirements for your college savings goals, there are three strategies for funding the accounts.
It is common for investors to be surprised by movements in their portfolios. This 2019 article reminds us though that even volatile movements can be quite normal.
Taxpayers waiting for final guidance, have seen penalties waived for 2021 or 2022 RMDs, for 2023 RMDs, and now for 2024 RMDs.
Here are several tips on how to live richly on your own.
This quarter, we saw that in 1-year returns ending March 31, 2024, Developed Freedom Investing had a -5.8% disadvantage, Emerging Market Freedom Investing had a +3.83% advantage, and Overall Freedom Investing had a -2.89% disadvantage.
Marotta Wealth Management is a team of fee-only financial advisors in Charlottesville, VA. We are fiduciaries who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service as we strive to provide comprehensive financial planning.
Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.
If you want to get started quickly, simply call the firm at 434-244-0000 or contact us online to start the process of becoming one of our valued clients.
You can also read our Form CRS and ADV Part 2 descriptive brochures for more information about how Marotta Wealth Management works.
