The Gone Fishin’ Portfolio: Your Retirement’s Financial “Declaration of Independence”

by David Fessler, Advisory Panelist

One of the first things you’re taught as a kid is that the best things in life are free. That money can’t buy happiness. That it can’t buy genuine love or friendship. These things are true, of course. But they aren’t the whole story.

Money determines your neighborhood and the house your kids grow up in. It determines whether they go to college and where. If you’re sick, it can mean the difference between a good doctor and an amazing doctor. If you need a lawyer, it’s the difference between an ambulance chaser and the best defense attorney money can buy.

Money provides freedom, security and peace of mind.

That’s why managing your investment portfolio intelligently is so essential. Getting it right is the difference between a retirement spent in luxury and one spent counting