Rating: Par Another good one. And when I say good I think the bar may be a little higher when it comes to investment related book – simply because there is so much garbage out there, designed to confuse and simply sell books based on fear and greed. What you’ll find from the Endowment Manager […]

Rating: Par This is a good book, not a great one. The premise, results, etc – probably could have been done in about half the book this ends up being, but still a simple premise, and if it really needs to be beaten into you, then this could be a good read for you. YES […]

Rating: Par Can’t recall how I came across this book, but the question is just so relatable to what I do for a living in constantly coaching our clients’ behavior to be more in line with their true values and goals. That is where I have a mixed review on this book. Whereas I was […]

Rating: Par This book is focused towards advisors themselves. For me, it presents a mixed bag but overall provides a positive insight into a select few unique advisors. Surely, Roy’s emphasis on what he calls “Life Planning” just reinforces what we have known all along – successful families desire holistic planning with a focus on […]