David John Marotta's Page

David Marotta will discuss the importance of periodically balancing your portfolio. David has been a guest speaker for the American Association of Independent Investors and NAPFA's Consumer Education Foundation. He writes a weekly financial column for The Daily Progress newspaper.See More

A majority of your assets should be invested outside of the United States. Agent and broker conflicts of interest and familiarity bias hinder most investors from following this advice. And investors lack a coherent philosophy which directs them to the right countries in the right amounts at the right time to benefit fully from this strategy. This presentation will suggest a simple and adaptive global equity strategy.