Portico Principal Jonathan Leidy Featured in Marin Magazine

June 30th, 2011
by Portico Wealth Advisors

Founding Principal, Jonathan Leidy, was recently featured in Marin Magazine. The issue represents the magazine’s first foray into the world of finance, having long shied away from the topic in favor of more lifestyle-oriented themes.

The piece is entitled Optimizing Your Financial Horizons and details several local advisors’ opinions on retirement, with a particular emphasis on the challenges/opportunities facing individuals in Marin. Leidy’s opinions on investing for retirement, risk management, and cash flow planning are included. There is also a callout section on renting versus buying, Reassessing the American Dream, to which Jonathan was the sole contributor.

You can find the article in the July issue of the magazine or online:  http://www.marinmagazine.com/Marin-Magazine/July-2011/Optimizing-Your-Financial-Horizons/ .