Asset Allocation and Meritage

This chapter focuses on Peg's dream of taking a trip with Rich to California wine country to tour various wineries and soak in the culture. It follows through their tour of various wineries and especially an “insider's tour” of Shady Oaks. It featured an extensive presentation of the winemaking process, including the vineyard and the winery. The chapter also provides a presentation by Will Frederick, the master winemaker behind Shady Oaks’ annual batch of Shady's Secret. Since their trip to the Bryan High School reunion, Rich had been thinking about the importance of risk in investing and how it had made a difference in the lives of his three favorite former teachers. The chapter also talks about his apprehension about making the right choices for their lives and their descendants.