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Asset Allocation between Stability and Appreciation

What is an asset class?

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David John Marotta
President, Marotta Wealth Management, Inc., Marotta Wealth Management, Inc.
http://www.emarotta.com  
434-244-0000

David John Marotta is the President of Marotta Wealth Management, a fee-only financial planning and asset management firm in Charlottesville, Virginia. He is an oft-quoted writer and speaker on financial matters and his weekly financial column can be found at www.eMarotta.com

What is an asset class?

 

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Interviewer: What are the asset classes within stability?

David Marotta: Stable assets are things that don t fluctuate in value very much, they are usually a fixed income meaning, that they are bond or bond like investments or something where the rate of return is relatively known it s a 7% rate of return or a 5% rate of return and we use three categories to try to diversify even our fixed income assets more. The first is short money, things that mature in under two years, then the US Bonds and then we think it s important also to have a foreign bond portfolio.

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