This second SavvyReview takes a look at The Business of Family: How to Stay Rich for Generations by Linda Davis Taylor. Taylor is the CEO and Chairman of Clifford Swan Investment Counsel, the nation’s oldest investment advisory firm, in Pasadena, California. A participant in a fourth generation family business, she is a frequent speaker on wealth transition, family …
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While I have recommended numerous books, along with other personal finance related media (i.e. documentaries, movies, reports, surveys, etc.) in the SavvyRecommendations section, Customize Wall Street: Take Control of Your Financial Future is the first book to be reviewed here at RetirementSavvy. As the title suggests, I heartily recommend the items that appear in that section. I encourage readers …
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Leave a comment, indicating the best personal finance advice your father or grandfather ever gave you, and receive a complimentary copy [Kindle Edition] of Cream City Hustle or Sin City Greed … indicate your preference. Happy Father’s Day to all fathers and grandfathers!
The first 25 readers to leave a comment will win a complimentary copy [Kindle Format] of Sin City Greed. The giveaway begins on 16 March and ends on 18 March (10:00 p.m. EDT) or when all 25 prizes have been claimed, whichever comes first. While I enjoy running the blog, last year I began looking for a …
Documentary: Thinking Money: The Psychology Behind Our Best and Worst Financial Decisions (2014). Now airing on public television stations nationwide in collaboration with American Public Television. In this film, produced by Rocket Media Group, LLC in association with the FINRA Investor Education Foundation and Maryland Public Television, host Dave Coyne leads viewers through an exploration of money and introduces …
Documentary: We All Fall Down: The American Mortgage Crisis (2009). Have you heard the terms Collateralized Debt Obligation (CDO), mortgage-backed bonds, securitization or tranche and wondered what they refer to or what they mean? Do you know how America found itself in the middle of a housing crisis in 2008 and the contributing factors? This informative …
The Cross-Border Family Wealth Guide: Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad Hardcover: 272 pages Publisher: Wiley (2017)The goal of the book is to provide a practical guide on the cross-border wealth ownership and transmission for globally mobile families. The Cross-Border Family Wealth Guide’s table of contents provide an …
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Book: The Millionaire Next Door (1996). One of the first books I read when I started on the road to fiscal fitness. In The Millionaire Next Door, authors Thomas J. Stanley and William D. Danko summarize findings from their research into the key characteristics that explain how individuals became wealthy, defined as those with a net worth of at …
Newsletter: Bottom Line Personal. As I have touched on previously, I firmly believe that total well-being involves more than just fiscal fitness. It involves mental, physical and spiritual fitness as well. This newsletter hits on all those areas. As noted by the editor, this semi-monthly newsletter seeks to provide the best information, from the most knowledgeable sources …
Movie: The Pursuit of Happyness (2006). This biographical drama introduces us to Chris Gardner and his bout of homelessness. As Gardner struggles to make ends meet, he loses his wife, loses his house, and loses any financial security he might have had. Forced to live out in the streets with his son, he becomes desperate to find …
