This book contains guidance on how to build a customized stock portfolio that reflects your worldview. The portfolio can be constructed, implemented and maintained inexpensively with a minimum of professional assistance. In a world where investment returns are less certain, lower investment fees are more and more important for the investor.
Founder and Principal of Quantum Financial Planning LLC, an Hourly, Fee-Only financial planning and Registered Investment Advisory firm located near Grayslake, Illinois. A member of the Garrett Planning Network, Inc., a nationwide network of professional Fee-Only financial advisors.