David John Marotta | Source | President at Marotta Wealth Management
David John Marotta
President at Marotta Wealth Management
On the record
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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.
7 March 2019
Media
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7 March 2019article
CFA Institute Advocates for Systematic RebalancingKnowing that rebalancing boosts returns is useless unless you have the time, discipline, and nerve to follow through and actually execute the trades.
Employment
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Marotta Wealth Management (https://www.marottaonmoney.com)
President
started Jul 2000