SPEAKER:

David John Marotta, CFP

President of Marotta Wealth Management 

AAII Life Member 

TITLE:

Where in the World Should You Invest?

DESCRIPTION: 

Some investment advisors believe that a majority of your one’s assets should be invested outside of the United States. Agent and broker conflicts of interest and familiarity bias hinder most investors from following this advice. Most individual investors lack a coherent philosophy which directs them to the right countries in the right amounts at the right time to benefit fully from this strategy. This presentation will suggest a simple and adaptive global equity strategy.  

ATTEND THIS MEETING TO LEARN:   

1.  What factors correlate best with a country's market appreciation

2. The current status of these factors with regard to global markets, and which countries to overweight and which countries to underweight in your portfolio

3. How to blend these investment vehicles into a coherent global investing philosophy

REASONS TO ATTEND THIS MEETING: 

1.  The United States market appreciation can be expected to lag other countries, and if that is true, inclusion of foreign equities will boost returns.

2. An emphasis on countries with stronger growth may boost returns even more. 

3. Investors need an investment philosophy which is both simple and adaptive.  

BIO:

David John Marotta, is President of Marotta Wealth Management, Inc. A graduate of Stanford University, Marotta has been published or quoted on financial matters in many major publications including The Washington Post, The LA Times, The Miami Herald, Dow Jones Newswire, Dow Jones MarketWatch, Fidelity Wealth Management Perspectives, Investment Advisor Magazine, NAPFA Planning Perspectives, The Virginia Institute, The Jacksonville Business Journal, and The Charlottesville Business Journal.

 For more information about our chapter, go to  http://www.aaiidcmetro.com