This is where we catalog a list of resources (books, articles and podcasts) we’ve found interesting and think could be of use to our clients. We spend a lot of time reading and researching different sites for helpful new ideas for our clients.  Check out some of these for valuable, researched feedback on the following topics.


Book: Your Retirement Quest: 10 Secrets for Creating and Living a Fulfilling Retirement

Book: The New Retirementality: Planning Your Life and Living Your Dreams…at Any Age You Want

Survey: Planning Vacations More Carefully Than Retirement

Value of an Financial Advisor

Study: Vanguard Advisor Alpha

Article: Are Financial Advisors Worth the Fee? by Mike Eklund

Average Investor

Article: You May Be A Better Investor Than You Think by Morgan Housel

Study: Vanguard Reframing Investor Choices: Right Mindset, Wrong Market

Article: How To Become A 2% Investor by Josh Brown

Financial Advice for Children

Article: Financial Advice for my New Son by Morgan Housel

Book: The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money