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