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.
President, CFP®, AIF®, AAMS®
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. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.
Latest posts from David John Marotta
- #TBT Appreciating Donor Advised Funds - September 23, 2021
- #TBT Which Products Do You Buy and Which Do You Avoid? - September 16, 2021
- #TBT Learning to Live on Your Own - September 9, 2021