Financial Planning Reading List
The Pasadena Financial Planner has written extensively about personal financial planning and investment management on a variety of websites. When I work with clients to develop their customized lifetime financial and investment plans, they often ask what they should read to improve their financial literacy.
This article provides a list of recommended reading from among the […]
Information on the Pasadena Financial Planner
Comprehensive financial planning advice informed by extensive business experience
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Receiving my Stanford MBA in 1982, I moved a few miles south to begin my corporate career in Silicon Valley. For most of my twenty-five plus years after Stanford, I have managed strategic business and corporate initiatives for technology companies. […]
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- 9- Efficiency of Personal Investing Strategies
- 8 - Insurance Risk Management
- Asset Allocation, Investment Asset Tax Location, and Emergency Cash Management
- 7 - Investment Management Fees
- 6 - Personal Investment Strategy