Marotta On Money

Marotta On Money Small changes in your finances over time have large effects which can make the difference in achievin

Thoughtful wealth management is more than just maximizing net worth. It also gives us the best chance of meeting our life goals. Wealth doesn’t give us meaning but rather enables us to do what makes a significant impact on our world. Marotta on Money is our attempt to help you acquire, manage, and utilize those resources. The regular writers of Marotta on Money are associates of Marotta Wealth Man

agement, Inc, a fee only financial planning firm in Charlottesville, VA helping their clients meet their life goals through comprehensive wealth management. Comprehensive wealth management is based on the idea that small changes in our finances over time have large effects which can make the difference in achieving our life goals.

06/02/2026

We use strings like these to save the tax plans we discover for a specific client as a part of our Tax Planning service.

05/28/2026

Putting money in your Roth without delay is valuable.

05/21/2026

If you think hiding money under your mattress is a risk-free way of building wealth, think again.

05/14/2026

We made two slight changes to the 2026 gone-fishing portfolio, one of which reduces expense ratios.

05/14/2026

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

05/14/2026

We recommend this gone-fishing portfolio for investors with brand loyalty to Vanguard.

05/07/2026

No limp arms. Keep your hands up. Budget for emergencies.

05/05/2026

Without rebalancing, the all-stock Marotta 2025 Gone-Fishing Portfolio had a 1-year return of 20.19% and the all-stock Marotta Vanguard 2025 Gone-Fishing Portfolio had a 1-year return of 20.74%.

04/30/2026

For charity to be a virtue, it must be freely given from your own resources.

04/28/2026

This quarter, we saw that in 1-year returns ending March 31, 2026, Developed Freedom Investing had a -3.2% disadvantage, Emerging Market Freedom Investing had a +10.93% advantage, and Overall Freedom Investing had a +2.04% advantage.

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1000 Ednam Ctr, Ste 200
Charlottesville, VA
22903

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+14342440000

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