SS 25 – The Solomon Portfolio with Robert Katz

Jason Hartman talks with Robert (Bob) Katz, author of The Solomon Portfolio. Robert W. Katz has been a partner in a New Orleans-based certified public accounting firm for the last 30 years. His areas of specialty include personal financial planning, tax and estate planning and health care consulting. He received his bachelor’s degree from Louisiana State University and his master’s degree from the University of New Orleans. He is a certified public accountant, AICPA Personal Financial Specialist, investment advisor and an ordained minister.

Bob is a frequent teacher at churches and conferences and is often a guest on Christian television shows such as Enjoying Everyday Life with Joyce Meyer, This is Your Day with Benny Hinn, The 700 Club with Pat Robertson, Life Today with James Robison, and the Harvest Show. He resides in New Orleans with his wife, Jamie, and their two children.

The Solomon Portfolio begins with God’s advice to King Solomon over 3,000 years ago to diversify and invest your holdings into seven asset classes. And, this advice is confirmed 3,000 years later by the remarkable work of a professor at BYU who studied over a 38 year period various portfolio allocations only to find out that the investment portfolio with the highest return and lowest standard deviation for risk was exactly what the Lord told us through Solomon, a seven asset class portfolio.