Category Archives: Book Review

Read “Rejection Proof”

This holiday season my firm distributed its nineteenth annual holiday book–Rejection Proof: How I Beat Fear and Became Invincible Through 100 Days of Rejection–to clients. I had an opportunity to listen to the author Jia Jiang speak in 2014. As … Continue Reading

Posted in Book Review | No Comments

Dr. Daniel Kahneman

I’m looking forward to December 6, 2016, publication of Michael Lewis’s next book The Undoing Project: A Friendship that Changed Our Minds about the partnership of Daniel Kahneman and Amos Tversky. Several years ago, I heard Dr. Kahneman deliver one … Continue Reading

Posted in Behavioral Finance, Book Review | No Comments

Protecting Yourself from an Active Shooter

This blog topic may surprise readers who know I am someone who has a positive attitude, who optimistically welcomes each New Year as an opportunity to enhance personal growth and happiness. I have always believed in the power of positive … Continue Reading

Posted in Book Review | No Comments

“The Future is Better Than You Think”

(Note:  I wrote this for RIABiz on February 4, 2015, for their article titled 3 Citizen-Blogger Attendees at TD Ameritrade National LINC Offer Their Ground-Level Views.) Are you a glass-half-full or glass-half-empty person? If you were given an opportunity to … Continue Reading

Posted in Book Review | No Comments

The Happiness Advantage

Turn this over in your mind – “The secret of happiness is not doing what one likes, but in liking what one does.” James Matthew Barrie’s quote nicely summarizes the message of our 17th annual holiday book, The Happiness Advantage. I … Continue Reading

Posted in Book Review | No Comments

Happy Employees, Happy Shareholders

Do happy employees benefit the firm and its shareholders? Or are employees more productive if they are motivated by fear of unemployment? New research by Wharton finance professor Alex Edmans and two colleagues shows that employees’ higher levels of job satisfaction … Continue Reading

Posted in Book Review | No Comments

Decisions, Decisions, Decisions

At the basic level, my job is to help clients make better decisions with their money so they have more time to focus on the things that are important to them–the things that will help cement their legacy. For that … Continue Reading

Posted in Book Review, Current Events | No Comments

Peter Diamandis and “Abundance: The Future is Better Than You Think”

How many times have you thought about the changes that have taken place since your grandparents, parents or you were born? For example, when my grandfathers were born only birds could fly. My parents didn’t have indoor plumbing in rural … Continue Reading

Posted in Book Review, Technology | No Comments

Did You Resolve to be More Productive in 2013?

After a distinguished career in financial services and public service, Robert Pozen, is now a senior lecturer at Harvard Business School. In his new book, Extreme Productivity: Boost Your Results, Reduce Your Hours, Pozen shares insights on a range topics, … Continue Reading

Posted in Book Review, Business | No Comments

Slim Thug’s Advice

It’s tough trying to reach the next generation with money advice. If all else fails, you might encourage them to check out the advice from Slim Thug in his new book, How to Survive in a Recession. Marketing himself as … Continue Reading

Posted in Book Review | Tagged , | No Comments