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.
Retirement
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