David John Marotta | Source | President at Marotta Wealth Management
David John Marotta
President at Marotta Wealth Management
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Investor seeking a rebalancing bonus, must begin with an investment policy statement that includes target allocations to different sectors and subsectors.
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CFA Institute Advocates for Systematic Rebalancing
Knowing that rebalancing boosts returns is useless unless you have the time, discipline, and nerve to follow through and actually execute the trades.
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Marotta Wealth Management (https://www.marottaonmoney.com)
President
started Jul 2000