Lee Eugene Munson
Lee Eugene Munson
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ABOUT
Lee Munson, CFA, CFP is the Founder and Chief Investment Officer of Portfolio, LLC., an asset management firm based in Albuquerque, NM. Munson began his career in the 1990s as a trader on Wall Street and then relocated to Albuquerque, New Mexico where he served as VP of Schwab Private Client. His first book, “Rigged Money: Beating Wall Street at its Own Game” (John Wiley & Sons), was published in December, 2011. Munson is a frequent guest on CNBC’s The Kudlow Report. His insights and contributions have appeared in The Wall Street Journal, The New York Times, Forbes, Smart Money, Kiplinger’s Personal Finance and CFA Magazine.
SNAPSHOT
- Description: Registered investment advisor. Trading frequency: Monthly
- Interests: Bonds, Dividend stock ideas & income, ETFs, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short
COMPANY
Portfolio Asset Management Keeping risk constant is the key to managing long-term investment goals. With global economic activity in a constant state of change, we seek adaptive models, not static behavior. We believe it most important for investors to focus on the next ten years, not dwell on the performance of the last 50 years.
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you had the time, you would manage your own money. You are the best at what you do and recognize hiring a financial manager who is as innovative as you are is critical. We manage portfolios of stocks, bonds, ETFs, and mutual funds so you can do what you do best.
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What Lee Munson Said
Lee Munson, CFA, CFP is the Founder and Chief Investment Officer of Portfolio, LLC., an asset management firm based in Albuquerque, NM. Munson began his career in the 1990s as a trader on Wall Street and then relocated to Albuquerque, New Mexico where he served as VP of Schwab Private Client. His first ...More
book, “Rigged Money: Beating Wall Street at its Own Game” (John Wiley & Sons), was published in December, 2011. Munson is a frequent guest on CNBC’s The Kudlow Report. His insights and contributions have appeared in The Wall Street Journal, Forbes, Smart Money, Kiplinger’s Personal Finance and CFA Magazine, SeekingAlpha.com and TheStreet.com.
Book
Rigged Money: Beating Wall Street At Its Own Game Rigged Money is based on one simple truth: Wall Street needs money from Main Street, not the other way around. The financial industry has convinced the general public that investing across different asset classes is the only way to protect wealth, but this is an outdated rule that no longer applies.
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asset classes—small caps, large caps, international investments, gold, and bonds—now overlap when it comes to risk and volatility parameters, the diversification effect is gone. That's exactly what Wall Street doesn't want you to know—that the rules of the game have changed.
* Risk Isn't Constant: Pie charts lie when it comes to accurately describing the risk of stocks and bonds
* Dividends Are No Silver Bullet: They are designed to entice investors rather than to increase a company's value or your net worth
* Buy and Hold is Dead: The financial world (and all the companies and securities in it) moves too quickly and is changing too often for this theory to hold true today
* Gold Is Not an Investment: Gold is today's currency of fear, and this fear is driven by escalating government debt
An unflinching look at this new financial world, Lee Munson's Rigged Money arms today's investors with the simple, smart, and clear advice needed to level the playing field.
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