Most investors invest in only one and a half of the six asset classes. Learn where to invest in all six and how to tilt in each to over-emphasize appropriate categories.
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
- Account Funding Priorities for 2022 - December 7, 2021
- #TBT The Haunting of Bob Cratchit: A Book from David Marotta - December 2, 2021
- Annuities: Just Say No. - November 29, 2021