Archive for July, 2010

The Right Way to Develop a Retirement Portfolio

As I continue my education in personal financial planning and advice, I hope to share insights that I believe will be valuable to people in my network. I’m in the process of reading Michael Zwecher’s relatively new book, Retirement Portfolios, and I’d like to share some of his sage advice. Now, most of you will [...]

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Trauma on a Bicycle, the Ascent of Money, and the Financial Crisis

While convalescing after a traumatic bicycle accident that resulted in a broken face, nose, hand, etc, I read Niall Ferguson’s Ascent of Money. Going back to the glorious age of Mesopotamia and concluding with an updated analysis on the current financial crisis, the book’s historical perspective instills both confidence in the long-run resilience of the [...]

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