Video: Choose the Appropriate Investment Vehicle

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Different products have strengths and weaknesses. Each investor’s situation is unique. There are significant advantages to using different investment vehicles in different types of accounts.

Photo by Gena Okami on Unsplash

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President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.