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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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Where are the Customers Yachts?

customeryachtsRating: 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Surely, there are pieces that are outdated, and views of how we personally operate at Insight that contradict the truth’s laid out – but overall, this is a masterpiece.

As I see it, my role often for clients is to bring perspective, if not a long term perspective. And being a historian of a market has lent itself many ways to helping clients achieve more. This book is another brick in that foundation!

What caught my eye: If you’ve invested well, there is often no reason to buy and sell even once a year

Are you ready to start a new path?
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