Presenting to the American Association of Independent Investors, February 2013.
Read More...David John Marotta speaking in Florida (February 19-21, 2013)
I’d like to invite any of our subscribers in The Sunshine State to attend one of the following events as our guest.
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Subscribe and receive the free presentation: The Ten Best ETFs of 2012
David John Marotta presents a list of the best Exchange Traded Funds (ETFs) of 2012 and how you can take advantage of these funds in your investment portfolio.
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Subscribe and receive the free presentation: 10 Money Ideas for Retirement
David John Marotta presents ten important wealth management ideas for those in and approaching retirement.
Read More...Subscribe and receive free presentation: Last Chance for a Massive Roth Conversion
David John Marotta presents how to use Roth conversions, segregations and recharacterizations to put the most money where it will never be taxed again in the most tax efficient manner.
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Read More...Subscribe and receive the free video: “Boosting Returns through Static and Dynamic Asset Allocation”
Think of static asset allocation as where to set your sails and dynamic asset allocation as a way to keep your balance as your boat glides and sometimes bounces through the waves.
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