Presentations page

Investment presentations

How to Pick Managed Investments (PowerPoint)
How to Build a Portfolio using Simplified Modern Portfolio Theory (PowerPoint)
Value Investing in Theory and in Practice (PowerPoint)
Seeking higher returns (HTML)
A Differentiated Approach to Asset Allocation and Product Selection (PowerPoint)

General financial planning presentations

Estate planning (Adobe PDF, extract from an e-book that I wrote exclusively for clients. Click here to see table of contents.)
Tax Planning (PowerPoint)

You'll need a copy of Microsoft Powerpoint installed to see the Powerpoint presentations, but if you don't have Powerpoint installed you can download a free PowerPoint Viewer at the Microsoft Download Center. It is about a 15 min. download on a 56k modem.

The Adobe Acrobat document requires Acrobat Reader to run, which can be downloaded from the Adobe web site.

For more information

Link to my financial planning page.
Link to my FAQ page.

Created on ... December 01, 2004