#TBT What Are Normal Market Movements?
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.
Financial, investment, and wealth management advice
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.
This 2009 article reminds us, “When we are worried about our expenditures, we tend to look at the dollar amounts more than the frequency of our purchases.” However, to combat mindless spending, we should look to trim recurring expenses first.
With a savings waterfall, you immediately know which buckets to fill when there is excess and which should remain dry if there isn’t enough for all your goals.
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.