I’ve been sharing book recommendations on the blog for years and created a landing page if you want to check them out here .
Fiction
Shōgun (The Asian Saga) by James Clavell
The FX series was excellent, but I enjoyed the books as well. The classic epic novel of feudal Japan that captured the heart of a culture and
I recently recommended The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life by Sahil Bloom. The book is a useful reminder that while money matters, it’s only one form of wealth—and after a basic threshold, chasing more can quietly crowd out the things that make a good life: time, relationships, health, and a sense of purpose.
Warren Buffett once wrote that your investments don’t know they’ve circled the sun for one more year — but your tax plan certainly does. As the calendar winds down, year-end financial planning becomes essential for minimizing taxes, avoiding surprise tax bills, making smart charitable gifts, and ensuring your retirement contributions and portfolio structure are exactly where you want them.
The
The stock market makes people uneasy.When it’s down, we fixate on the red ink, smaller account values, and gloomy headlines—forgetting the market’s typical generosity. When it’s up, we fixate about the next market crash, either because the last one left scars or the negative headlines are too much.That brings us to today’s market, which offers reasons to worry as it
Part Four in my Planning for Retirement Series based on my How to Recreate Your Paycheck in Retirement class.
Part one covers why you need to invest for retirement: it’s likely to be longer than expected due to increased life expectancies and people often retiring sooner than planned, inflation erodes purchasing power by half during retirement, and we need portfolio
Table of Contents
There’s a new addition to the personal finance book hall of fame, The Psychology of Money by Morgan
People often seek out a financial advisor when important life events cause them to get serious about their finances. Whether approaching retirement, selling a business, or rebuilding their finances after divorce, professional advice helps them attack these transitions with confidence and make better decisions like the people referenced in these case studies.
Unfortunately, sometimes people delay getting the professional
We have a deficit and you know that you have to borrow to pay for the interest on the debt that you’ve had before and at north of four to five percent interest rates this is significant. It means you can have a snowballing effect. You have to borrow more and more. And you know that they’re not fixing the
Ready to get serious about your finances, but don’t know how to find the right advisor? You’re not alone. Here’s a simple framework that cuts through jargon and empowers you to ask the right questions.
In This Guide:
Boston Advisor readers know I’m a big NBA fan. If you’re new here, check out Revisiting the Last Dance and Should You Diversify or Concentrate?, where I explored investing through a fantasy basketball lens.
This time of year – the NBA playoffs – is when the league is at its best. High stakes, best-of-seven series tell the ultimate truth