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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: Bogey The subtitle is what really grabbed me… integrating behavioral finance and investment management. Could this be it? Something that can co-exist, the strong academic research the investment world has, along with the influx of technology and information? Sorry, no. YES – this book has some clear and concise information on the behavior economics […]

Rating: Bogey Okay – I won’t order any more books by Swedroe, I promise! Larry happens to be a part of an organization that I sort of connect with. One that espouses, that it is behavior more than special skill to be a successful investor. And YES, for every chapter of just crap, and confusion, […]

Rating: Bogey I’m finishing up my deep dive into a writer I have some connection with. I just can’t help myself when Amazon recommends other books, and I can get them for .01! That being said – my reading of Larry have been a steady decline. This one for sure, quickly jumps into the Financial […]

Rating: Out of Bounds I surely know and understand English as a language. This book is written in a form of Academia that quickly makes you regret getting the book. This 300 page monstrosity has the most sub-references I have ever seen in a book—literally 1000 of them! It’s really too bad, resistance and overcoming […]

Rating: Bogey I give this a bogey mostly because of my personal preference in golf books. This is really more of more a story of his life in golf, than an instruction book. A quick read for sure, written mostly as 1 page snippets of Harvey’s golf-life, spanning 50 plus years. A connection of sorts […]

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: Bogey As is the case with many books – this book has a phenomenal premise and poor execution. Don’t forget I write my reviews from my perspective as someone who has spent almost 20 years trying to help develop financial peace for families. This book is strong with advice pieces liken to throwing mud […]

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: Double Bogey This book is the all too common good intention/premise and poor execution. As business book readers aren’t we getting a little tired of the horrible attempt at writing a parable story? Gosh, with this one, I feel my 12 year old writes more interesting, realistic stories! Shocking as well, that they seem […]