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What better way to get to know us than getting inside our heads. Book Insight keeps up with Phil’s voracious appetite for reading. Each book is rated so if you want Phil’s top picks. Click the “Hole in One” in the tag cloud. Giving Insight is Phil’s commentary on managing your financial life. Beyond Insight give you tips on how to make your life simpler from our service team. 
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Rating: Eagle Winner Winner Chicken Dinner! After a bunch of stinkers, finally something of value! This book hits on each piece of success, personal growth, psychology, and personal responsibility I routinely look for. Further, my classic test of would I pass this on to people I know…YES! Teachers, parents, leaders, keep reading! Get this book, […]

Rating: Eagle This is a really good book! The kind of book a seasoned vet can find value in. One that surely within its pages, you will gather 1-2 tangible ideas, that you will start using and see a return on immediately. Why not a Hole in One, Phil? Good question. This just gets to […]

Rating: Eagle For my occupation, you can imagine finding ways to help people change habits is huge. As a business owner, the principles within this book are just as relevant. Anyone who strategizes, manages people, or effects change in others or an organization can benefit from this book. Probably the only knock on this book, […]

Rating: Eagle Those of you familiar with the Blog Summaries that I pass on, have see Ben Carlson’s many investment thoughts throughout my recaps, as I am an avid reader of his. This book also oozes true investment wisdom. Frankly, I might suggest this book would be better titled – Uncommon Sense! I love the […]

Rating: Eagle For starters Craig is colleague from the academia world whose investment research happens to strongly endorse how we specifically manage our multi-asset class, non-correlated portfolios today. Far be it for me to absolutely love his concepts and how he shares them. The greater concept of having a smoother investment ride is compellingly made […]

Rating: Eagle It is amazing to me that this classic has escaped me as long as it has. Anytime a book from the 1940’s seems fresh off the press and applicable today, you know it’s a classic. Surely, there are pieces that are outdated, and views of how we personally operate at Insight that contradict […]

Rating: Eagle In full disclosure, Doreen has been my personal coach for other 3 years, and I was fortunate enough to have an advance copy of this book, as well as endorse it. Doreen’s work is awesome. This book is beneficial in so many ways. It truly is a book; you will take highlighter and […]

Rating: Eagle This book is a re-read for me. I recently stumbled upon Thomas Stanley’s blog -which I found refreshing. Well, I picked up his book again, and what a revelation. Not sure if it has been the years since I last read this, or just my personal overall maturity, that I now see this […]