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

Related Articles

  1. Choose the Appropriate Investment Vehicle – Part 1
  2. Choose the Appropriate Investment Vehicle – Part 3
  3. Choose the Appropriate Investment Vehicle – Part 2
  4. Tax Planning: Choose the Appropriate Investment Vehicles
  5. Investing Mistake: Paying Too Much In Investment Vehicle Fees

We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website.

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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.