David John Marotta, CFP®, AAMS®, AIF®
David John Marotta is the president of Marotta Wealth Management. David earned a master's degree in computer science from the University of Oregon and a B.A. in philosophy and electrical engineering from Stanford University.
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Latest articles by David John Marotta, CFP®, AAMS®, AIF®
The Stock-Bond Shuffle of Asset Location
investing It's a well-used strategy to help minimize taxes. Take a look at how it works.