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 […]

Rating: Hole in One Every year, it takes me a while to work through the greatest yearly financial read available – the Berkshire Hathaway Annual Report (and I’m still not entirely through 2013). For some reason I have been jumping around last year’s report and am once again amazed at the wisdom within its unsophisticated look and […]