Lessons From How Professionals Invest Their Money

There’s an old quip that personal finance is more per-sonal than finance. Though perhaps too clever, this still reveals a truth only sparingly mentioned among serious financial experts: There is no one right way to manage your money. Brian Portnoy, Ph.D., CFA, is the founder of Shaping Wealth, an educational technology firm that promotes financial well-being. He is co-editor with Joshua Brown of the new book “How I Invest My Money: Finance Experts Reveal How They Save, Spend, and Invest”.