An Introduction
Hi. Welcome to BourGroup and my blog. Phil
Phil Bour is a CERTIFIED FINANCIAL PLANNER(tm) professional since 2004, a Magna Cum Laude college graduate and an accounting professional for over 35+ years. I love numbers, statistics and economic history.
I am also an Enrolled Agent (EA) to represent taxpayers before the Internal Revenue Service and to prepare tax returns.
"Phil"osophy: I believe that you can manage your money on your own (not necessarily through individual stock selection but through mutual funds, ETF's and other solutions) once you receive some one-time, professional guidance. Why pay annual fees when there may be little added value? For additional information, first read the "An Introduction" label at the left. Then move on to others.
Books
Ray Lucia's "Buckets of Money" - How to retire in Comfort and Safety. Dumb title, absolutely great concepts and a philosophy wholly endorsed by BourGroup. Read it.
- YOUR MONEY OR YOUR LIFE, by Joe Dominguez and Vicki Robin.
- QUICK STEPS TO FINANCIAL STABILITY by: Gail Liberman and Alan Lavine; Spouses Gail Liberman and Alan Lavine are syndicated columnists. Their latest book is "Quick Steps to Financial Stability (Que/Penguin)." You can contact them at http://www.moneycouple.com/
- UNCONVENTIONAL SUCCESS: Yale University Lazy Portfolio: 5 funds
David Swensen's the manager of Yale University's endowment fund and author of this must-read book.
- Bogle's fabulous new book, "The Little Book of Common Sense Investing."
