April 20, 2014

Subscribe and receive free presentation: Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management

Dynamic Asset Allocation

Presenting to the American Association of Independent Investors, February 2013.

Read More...

David John Marotta speaking in Florida (February 19-21, 2013)

Florida 2013

I’d like to invite any of our subscribers in The Sunshine State to attend one of the following events as our guest.

Read More...

Subscribe and receive your own copy of the latest wealth management advice!

Scarecrow Pointing to Coins

After subscribing you will receive free premium access to several video presentations.

Read More...

Subscribe and receive the free presentation: The Ten Best ETFs of 2012

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.

Read More...

Subscribe and stay current on the latest wealth management advice!

Abacus

After subscribing you will receive free premium access to several video presentations.

Read More...

Subscribe and receive the free presentation: 10 Money Ideas for Retirement

Dollars and coins

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

Calculations

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.

Read More...

Subscribe to Fee-Only Fiduciary Wealth Management Advice Today!

tenquestions_t

Subscribe today and receive access to view Where in the World Should You Invest? video free!

Read More...

Subscribe and receive the free video: “Boosting Returns through Static and Dynamic Asset Allocation”

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.

Read More...

Subscribe to Rich Dad, Rich Daughter Today!

Megan on the Radio

Subscribe to Rich Dad, Rich Daughter today!

Read More...

Subscribe to Marotta On Money Today!

Christmas Globe Ornament

Subscribe today and receive access to view Where in the World Should You Invest? video free!

Read More...