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The 5 Fundamentals of Building a Retirement Portfolio Paperback – November 10, 2012

5.0 out of 5 stars 2 customer reviews

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Product Details

  • Paperback: 206 pages
  • Publisher: The Financial Lexicon (November 10, 2012)
  • Language: English
  • ISBN-10: 0615727417
  • ISBN-13: 978-0615727417
  • Product Dimensions: 6 x 0.5 x 9 inches
  • Shipping Weight: 13.1 ounces (View shipping rates and policies)
  • Average Customer Review: 5.0 out of 5 stars  See all reviews (2 customer reviews)
  • Amazon Best Sellers Rank: #1,352,678 in Books (See Top 100 in Books)

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Format: Paperback
The Financial Lexicon has written a book that is absolutely ideal for anyone that is planning for retirement. Clear and concise, this book allows readers with skill sets ranging from beginner to expert to work fully through the retirement planning process in a way that is enjoyable, interesting and easily to understand. The Financial Lexicon also guides readers step-by-step through the process of how to interpret and analyze not just stocks but the full range of investment options available to retirees today. By encouraging readers to think strategically for themselves and focusing on topics that are often overlooked by many financial planners today, the Financial Lexicon has provided us with a book that makes the retirement planning process a whole lot easier. The 5 Fundamentals of Building a Retirement Portfolio will be an important reference for me for years to come.
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Format: Kindle Edition
I have been a fan of The Financial Lexicon for quite some time, so I was excited to read his new book, The 5 Fundamentals of Building a Retirement Portfolio. There are plenty of good books out there that focus on a specific component of investing such as picking stocks. However, the books I have seen that try to cover retirement investing from a holistic standpoint are all too basic to use as a complete guide.

The 5 Fundamentals of Building a Retirement Portfolio stands out from the crowd by giving a complete step-by-step framework for each of the important concepts investors should consider. The Financial Lexicon understands that each investor has unique financial considerations, risk tolerances, and views on the world. Because of this, instead of giving "one size fits all" advice, he gives information in a manner that any investor can use and mold to their specific situation. To tie everything together, the final chapter includes a checklist you can use to design a portfolio tailored to your unique situation.

Perhaps most impressively, he gives us the full framework in an easily digestible 200 pages.
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