Archive - January 30, 2016

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Marotta’s 2016 Gone-Fishing Portfolio

Marotta’s 2016 Gone-Fishing Portfolio

In 2011, we made the Marotta Gone Fishing Portfolio and have updated and reviewed it every year since. 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. The Marotta gone-fishing portfolio is used by many subscribers as a free and simple way of low-cost investing.

The gone-fishing portfolio provides suggested asset allocations for investors up to age 70 and up to $1 million. Comprehensive financial planning can …

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