A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility. Its primary appeal is simplicity. But a secondary virtue is that it avoids the worst mistakes of the financial services industry. This year I limited myself to 13 investment vehicles with a couple of changes from 2013.
David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. Favorite number: e (2.7182818...)
Latest posts from David John Marotta
- NAPFA Challenges the Securities and Exchange Commission - August 20, 2018
- #TBT Don’t Eat Yourself Out of Financial Security - August 16, 2018
- Q&A: How will I pay for your financial planning services? How much do you typically charge? - August 14, 2018