The FOR DUMMIES® series by Wiley is perfect for individuals who want to really understand a topic themselves. It’s an open secret that these books are not really for dummies. I am honored to be recognized by Wiley as a leading authority on asset allocation. This book is a great point of reference whether you choose to manage your own investments or want advice on picking a professional you can trust to do it for you.
I am passionate about helping individuals secure their financial future – about seeing them reach that worry-free state of financial freedom. Recognizing that your investment portfolio is simply a means to that end, I view investing as an intensely personal process, distinctive to each individual. Investment management should be seamlessly integrated with your long-term financial plan. That is, it should take into consideration your desired lifestyle, your tolerance for risk, your current and future sources of income, your health, your family circumstances, your income/estate tax situation, your charitable inclinations, and your investment constraints.
Whether you read ASSET ALLOCATION FOR DUMMIES®, speak with me directly, or have me speak with your group, I cover all of the ingredients necessary to help you achieve financial peace of mind. Including an explanation of how advisors make their money and how this knowledge can help you avoid costly mistakes.