Newsletter Archive

Marotta On Money - May 07 Newsletter

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Asset Allocation

Using Dynamic Asset Allocation to Boost Returns (05-07-2012)

In the last several columns, I have described the investment science that supports dynamic asset allocation. Think of static asset allocation as where to set your sails and dynamic asset allocation as a way to keep your balance as your boat glides and sometimes bounces through the waves. A static asset allocation, not the same as a buy-and-hold strategy, already has a dynamic component. Buy and hold sets an asset allocation and then allows the portfolio to drift. The portfolio generally moves in a more aggressive direction, increasingly overweighting whatever has done well.
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05/25

Virginia's Sales Tax Holiday: Hurricane and Emergency Preparedness Equipment.

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06/01

June is The Month of Wedding Financial Planning

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In The News

George & David Marotta Featured in Reuters Article on Grandparents and Finances

George Marotta was featured in an article in Reuters on how grandparents can have a large positive impact on children and grandchildren, with specific examples of ways finances can bring families together.

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Video: Roth IRAs Make Great Estate Planning Tools

Investment Strategies Part 2: Use Correlation to Define Asset Classes (06-01-2009)

To boost returns and protect your investments, you can use the investment metric called correlation. It will rebalance your portfolio at three levels of investment allocation: stocks and bonds, asset classes and sectors of the economy. The dominant categories of stability and appreciation are the most basic way to view your portfolio. By continually trimming your stocks while the market appreciates, you can replenish the money that we hope you are setting aside regularly for safe spending. Over a long enough time, an allocation to lower performing investments such as bonds generally results in a lower expected return.
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assetallocation

Asset Allocation