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 […]
An Objective and Independent Financial Advisor
Find an independent financial advisor who understands and follows the scientific finance literature.
During my 20+ year Silicon Valley business management career, I had saved my pennies and invested them according to the financial principles that I had learned at the Stanford Business School in the early 1980s. (See: Background of the Pasadena Financial Planner) With […]
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- Financial Planning Reading List
- Living Expense Tracking Methods
- Your Family Financial Planning
- Your Family Financial Planning Process
- 10 - Independent Investment Counselors and Financial Advisors
- 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