Are You a Stock or a Bond? (2008, 2012)

First edition published in 2008. Revised 2nd edition released in Fall 2012. Main Message: We live in an era where traditional pensions are disappearing, Social Security’s future is in question, healthcare costs are skyrocketing, and society is dumping more and more risk squarely on your shoulders. This book helps you objectively evaluate all the opportunities and risks in your life: your career risks, your financial risks, and even the health and personal risks that could lead to financial regret. The book introduces a powerful, new framework for protecting your financial future that you can use to systematically reduce your vulnerability to each of these risks and create long-term financial security.


Patricia Lovett-Reid, host of MoneyTalk, reviews ‘Are you a stock or a bond?’
MoneyTalk, April 2009, Review by: Patricia Lovett-Reid

The future investment income in all of us. It’s time to find out: Are you a stock or a bond?
National Post, June 14, 2008, Review by: Jonathan Chevreau

How to create your own pension plan: Good-bye asset allocation, hello product allocation”
MarketWatch, July 10, 2008, Review by: Robert Powell

Finance professor’s book makes retirement planning easier
Y-File, July 14, 2008, Review by: Sandra McLean