Marotta's 2017 Schwab Gone-Fishing Portfolio Calculator

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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 portfolio uses all Schwab no-transaction fee exchange traded funds. You can read more about the fund selection in our article on " Marotta's 2017 Gone-Fishing Portfolios ."

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Marotta Wealth Mangagement, Inc. of Charlottesville provides fee-only financial planning and asset management. Visit for more information. Questions to be answered in the column should be sent to or Marotta Wealth Management, Inc., 1000 Ednam Center, Charlottesville, VA 22903-4615.