An Overview of Marotta’s 2024 Gone-Fishing Portfolios
on May 9, 2024
with No Comments
For our standard gone-fishing portfolio, we made two changes.
Latest Articles
Marotta’s 2024 Gone-Fishing Portfolio Calculator
on May 9, 2024
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This gone-fishing portfolio is our default portfolio which can be used at any custodian.
Marotta’s 2024 Vanguard Gone-Fishing Portfolio Calculator
on May 9, 2024
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We recommend this gone-fishing portfolio for investors with brand loyalty to Vanguard.
Marotta’s Gone-Fishing Portfolio: Review of 2023 Returns
on May 7, 2024
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Last year, our 2023 Marotta’s Gone-Fishing Portfolio was a recommendation of 12 stock investments. This article is to report on the 2023 performance of those twelve stocks.
#TBT Slow and Steady Wins the Race
on May 2, 2024
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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.
College Saving Strategies: One-Time Gift or Monthly Contribution?
on April 30, 2024
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Once you have calculated the funding requirements for your college savings goals, there are three strategies for funding the accounts.
Our goal is to help our clients meet theirs.
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.
