Newsletter Archive

Marotta On Money - June 27 Newsletter


Asset Allocation

An Overseas Gone-Fishing Portfolio (06-27-2011)

Even in our gone-fishing portfolios we suggest investing more overseas than in the United States. For most investors, foreign stocks will be their largest and most important allocation. Including the right mix of foreign stocks will help you relax and go fishing no matter which foreign seas are in turmoil. Creating a gone-fishing portfolio begins with a top-level asset allocation. We generally recommend that the largest allocations consist of foreign stocks. For a typical 40-year-old investor, the percentage in overseas investments would be 36. 2%. The gone-fishing philosophy suggests as few funds as possible to capture the lion's share of market returns.
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In The News

Radio Interview with David John Marotta

David John Marotta was interviewed on June 21, 2011 on radio 1070 WINA's Schilling Show discussing foreign investing and which countries to avoid due to factors such as high debt and deficit and low economic freedom.

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Learning to Live on Your Own, Part 1 (02-11-2008)

If you're like most of today’s college graduates, you may find yourself ill prepared for the real world of financial responsibility. You never saw how your parents lived when they were first married and struggling. Consequently, you may be basing your after-school expectations on an upper-middle-class lifestyle. Here is my financial advice for those of you learning to live on your own. My own financial education began when I was very young. My parents shared openly with us about the cost of running the household.
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