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Book Recommendations

December-2018
Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman, Harold Buddy Hartmann, tax reform, Dollar cost averaging, Charity, mike giardina, Jeremy Hyatt, Envoy MortgageElevation

By: 

The latest from legendary master storyteller Stephen King, a riveting, extraordinarily eerie, and moving story about a man whose mysterious affliction brings a small town together—a timely, upbeat tale about finding common ground despite deep-rooted differences.

Although Scott Carey doesn't look any different, he's been steadily losing weight. There are a couple of other odd things, too. He weighs the same in his clothes and out of them, no matter how heavy they are. Scott doesn't want to be poked and prodded. He mostly just wants someone else to know, and he trusts Doctor Bob Ellis.

In the small town of Castle Rock, the setting of many of King's most iconic stories, Scott is engaged in a low grade—but escalating—battle with the lesbians next door whose dog regularly drops his business on Scott's lawn. One of the women is friendly; the other, cold as ice. Both are trying to launch a new restaurant, but the people of Castle Rock want no part of a gay married couple, and the place is in trouble. When Scott finally understands the prejudices they face–including his own—he tries to help. Unlikely alliances, the annual foot race, and the mystery of Scott's affliction bring out the best in people who have indulged the worst in themselves and others.

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman, Harold Buddy Hartmann, tax reform, Dollar cost averaging, Charity, mike giardina, Jeremy Hyatt, Envoy MortgageWhen: The Scientific Secrets of Perfect Timing

By:

Everyone knows that timing is everything. But we don't know much about timing itself. Our lives are a never-ending stream of "when" decisions: when to start a business, schedule a class, get serious about a person. Yet we make those decisions based on intuition and guesswork.

Timing, it's often assumed, is an art. In When: The Scientific Secrets of Perfect Timing, Pink shows that timing is really a science.

Drawing on a rich trove of research from psychology, biology, and economics, Pink reveals how best to live, work, and succeed. How can we use the hidden patterns of the day to build the ideal schedule? Why do certain breaks dramatically improve student test scores? How can we turn a stumbling beginning into a fresh start? Why should we avoid going to the hospital in the afternoon? Why is singing in time with other people as good for you as exercise? And what is the ideal time to quit a job, switch careers, or get married?
  

 

November-2018

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman, Harold Buddy Hartmann, tax reform, Dollar cost averaging, Charity, mike giardinaThe Day the World Came to Town: 9/11 in Gander, Newfoundland

By:

Perfect for fans of the hit Broadway musical Come from Away.
When 38 jetliners bound for the United States were forced to land at Gander International Airport in Canada by the closing of U.S. airspace on September 11, the population of this small town on Newfoundland Island swelled from 10,300 to nearly 17,000. The citizens of Gander met the stranded passengers with an overwhelming display of friendship and goodwill. As the passengers stepped from the airplanes, exhausted, hungry and distraught after being held on board for nearly 24 hours while security checked all of the baggage, they were greeted with a feast prepared by the townspeople. Local bus drivers who had been on strike came off the picket lines to transport the passengers to the various shelters set up in local schools and churches. Linens and toiletries were bought and donated. A middle school provided showers, as well as access to computers, email, and televisions, allowing the passengers to stay in touch with family and follow the news.

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman, Harold Buddy Hartmann, tax reform, Dollar cost averaging, Charity, mike giardinaAmerican Prometheus: The Triumph and Tragedy of J. Robert Oppenheimer

By:

"American Prometheus is the first full-scale biography of J. Robert Oppenheimer, "father of the atomic bomb," the brilliant, charismatic physicist who led the effort to capture the awesome fire of the sun for his country in time of war. Immediately after Hiroshima, he became the most famous scientist of his generation - one of the iconic figures of the twentieth century, the embodiment of modern man confronting the consequences of scientific progress." "He was the author of a radical proposal to place international controls over atomic materials - an idea that is still relevant today. He opposed the development of the hydrogen bomb and criticized the Air Force's plans to fight an infinitely dangerous nuclear war. In the now almost-forgotten hysteria of the early 1950s, his ideas were anathema to powerful advocates of a massive nuclear buildup, and, in response, Atomic Energy Commission chairman Lewis Strauss, Superbomb advocate Edward Teller and FBI director J. Edgar Hoover worked behind the scenes to have a hearing board find that Oppenheimer could not be trusted with America's nuclear secrets." American Prometheus is an evocation of America at mid-century, a new and compelling portrait of a brilliant, ambitious, complex and flawed man profoundly connected to its major events - the Depression, World War II and the Cold War. It is at once biography and history, and essential to our understanding of our recent past - and of our choices for the future.


 
October-2018
Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman, Harold Buddy Hartmann, Phil Knight Shoe Dog: A Memoir by the Creator of NIKE

By

In this candid and riveting memoir, for the first time ever, Nike founder and CEO Phil Knight shares the inside story of the company's early days as an intrepid start-up and its evolution into one of the world's most iconic, game-changing, and profitable brands.

In 1962, fresh out of business school, Phil Knight borrowed $50 from his father and created a company with a simple mission: import high-quality, low-cost athletic shoes from Japan. Selling the shoes from the trunk of his lime green Plymouth Valiant, Knight grossed $8,000 his first year. Today, Nike's annual sales top $30 billion. In an age of startups, Nike is the ne plus ultra of all startups, and the swoosh has become a revolutionary, globe-spanning icon, one of the most ubiquitous and recognizable symbols in the world today.

But Knight, the man behind the swoosh, has always remained a mystery. Now, for the first time, in a memoir that is candid, humble, gutsy, and wry, he tells his story, beginning with his crossroads moment. At 24, after backpacking around the world, he decided to take the unconventional path, to start his own business—a business that would be dynamic, different.
 
 

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD, Mitchell levy, AHA guy, ann Babiarz, flashes of light, masterminds, sir john templeton, Eric Lopkin, Modern Observer, Jeffrey Sherman, Harold Buddy HartmannRich Dad, Poor Dad

by

Personal finance author and lecturer Robert T. Kiyosaki developed his unique economic perspective from two very different influences - his two fathers. One father (Robert's real father) was a highly educated man but fiscally poor. The other father was the father of Robert's best friend - that Dad was an eighth-grade drop-out who became a self-made multi-millionaire. The lifelong monetary problems experienced by his poor dad pounded home the counterpoint communicated by his rich dad. Taking that message to heart, Kiyosaki was able to retire at 47.
 
 
 
September-2018
Devotion: An Epic Story of Heroism, Friendship, and Sacrifice

by

For readers of Unbroken and The Boys in the Boat comes an unforgettable tale of courage from America's “forgotten war” in Korea, by the New York Times bestselling author of A Higher Call.
 
Devotion tells the inspirational story of the U.S. Navy's most famous aviator duo: Lieutenant Tom Hudner, a white New Englander from the country-club scene, and Ensign Jesse Brown, an African American sharecropper's son from Mississippi. Tom passed up Harvard to fly fighter planes for his country. Jesse became the navy's first black carrier pilot to defend a nation that wouldn't even serve him in a bar.
 
While much of America remained divided by segregation, Jesse and Tom joined forces as wingmen in Fighter Squadron 32. Adam Makos takes us into the cockpit as these bold young aviators cut their teeth at the world's most dangerous job—landing on the deck of an aircraft carrier—a line of work that Jesse's young wife, Daisy, struggles to accept. Then comes the war no one expected, in faraway Korea.
 
Devotion brings us into the foxholes with U.S. Marines and soaring overhead with Tom and Jesse as they battle a North Korean invasion. As the fury of the fighting escalates, Tom and Jesse fly, guns blazing, to save a Marine division cornered at the Chosin Reservoir and outnumbered ten to one. When one of the duo is shot down behind enemy lines and pinned in his burning plane, the other faces an unthinkable choice: watch his friend die or attempt history's most audacious one-man rescue mission.
 
A tug-at-the-heartstrings tale of bravery and selflessness, Devotion asks: How far would you go to save a friend?
 
Flashes of Light: How to reboot your life, business or both when chaos strikes

by

CHAOS

is when, not if—

  • Birth or of a child
  • Death of a partner, spouse or other family member
  • Divorce
  • Financial setback or bankruptcy
  • Job loss
  • Marriage
  • Move
  • Medical crisis
  • Natural disaster 
  • Retirement

Any one of these will cause chaos to strike your life. And odds are, chaos will strike you at some point. And, chaos can come from positive or negative events.  None of us is immune.  How can you safely navigate your way through?

After all, it isn't what happens to you that matters, it's how you respond to what happens that matters.” Ann Babiarz

CHAOS — one story

Ann Babiarz is a coach. Together with her husband, Michael, a retired attorney, as well as a business coach, writer and musician, Ann journeyed through chaos as a result of acute and life-threatening health concerns.

Combined with financial strains arising from becoming ill while an entrepreneur, Ann's tale is amazing in itself. Her path took many twists and turns and ups and downs, revealing a compelling story.

But there's more . . .

CHAOS — now what?

Through this unique and powerful story, learn how to design your life and your work, for real this time. Your challenge is your opportunity, your “do-over.”

August-2018
Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CDThe Rules of Money: How to Make It and How to Hold on to It 
   
Money: some people just seem to know how to get it -- and keep it! What's their secret? What do they know that the rest of us don't? They know the "rules of money": the "golden behaviors" that create wealth and make it grow. Anyone can learn the rules of money. You could learn them by spending years watching rich people up close... or you can learn them all right now, with Richard Templar s "The Rules of Money, Expanded Edition." Templar -- author of "The Rules of Life "and many other best-sellers -- has brought together 107 easy wealth-generation techniques you can start using instantly! Now updated and expanded with 9 brand new rules, Templar's rules address everything you need to know about money: how to think wealthy, get wealthy, get even wealthier, stay wealthy, and share your wealth. You'll find great up-to-the-minute advice on saving, spending, and investing, and enjoying your money, too. You'll discover why your money beliefs might be holding you back; how to see wealth as a friend, not the enemy; how to make money without compromising your ethics; avoid envy; make a plan; get your current finances under control; master deal-making and negotiation; discover opportunities nobody else sees, and much more. Templar's bite-size advice isn't just fun to read -- it's easy to use, too!"
 
 
 
 
 
 
Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CDThe Stranger in the Woods: The Extraordinary Story of the Last True Hermit
by
 
 
 
 
 
 
Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CDEducated: A Memoir
by
 
 
 
July-2018

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CDExtreme Ownership: How U.S. Navy SEALs Lead and Win

by

Jocko Willink

Leif Babin

The #1 New York Times bestseller

"An incredible book... you teach guys and gals about leadership and you've helped not only military guys but families." - Megyn Kelly

"You show in the book how to motivate... thanks for writing the book Extreme Ownership." Bill O'Reilly

"[Jocko] is the co-author of an incredible new book - which I've been loving. Trust me. Buy it." - Tim Ferris

"An incredible book... you teach guys and gals about leadership and you've helped not only military guys but families." - Megyn Kelly

"This is a life-learning lesson for everyone... the book is awesome." - Sean Hannity

Sent to the most violent battlefield in Iraq, Jocko Willink and Leif Babin's SEAL task unit faced a seemingly impossible mission: help U.S. forces secure Ramadi, a city deemed “all but lost.” In gripping firsthand accounts of heroism, tragic loss, and hard-won victories in SEAL Team Three's Task Unit Bruiser, they learned that leadership—at every level—is the most important factor in whether a team succeeds or fails.Willink and Babin returned home from deployment and instituted SEAL leadership training that helped forge the next generation of SEAL leaders. After departing the SEAL Teams, they launched Echelon Front, a company that teaches these same leadership principles to businesses and organizations. From promising startups to Fortune 500 companies, Babin and Willink have helped scores of clients across a broad range of industries build their own high-performance teams and dominate their battlefields.
Now, detailing the mind-set and principles that enable SEAL units to accomplish the most difficult missions in combat, Extreme Ownership shows how to apply them to any team, family or organization. Each chapter focuses on a specific topic such as Cover and Move, Decentralized Command, and Leading Up the Chain, explaining what they are, why they are important, and how to implement them in any leadership environment.
A compelling narrative with powerful instruction and direct application, Extreme Ownership revolutionizes business management and challenges leaders everywhere to fulfill their ultimate purpose: lead and win.

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CDYour Money Ratios: 8 Simple Tools for Financial Security

by

Charles Farrell

Your Money Ratios: 8 Simple Tools for Financial Security

A troubled economy calls for answers. Forget complicated, abstract philosophy—people need sound financial advice that's easy to follow and can be implemented immediately. For the first time, a leading financial adviser has developed a remarkable set of guidelines to give individuals the same kind of objective insight into their personal finances that successful businesses have.  Your Money Ratios will help readers effectively manage debt, invest prudently, and develop a realistic and effective savings plan to ensure both financial success and security. Readers need only plug their income and age into Farrell's ratios in order to get an instant picture of their savings status and overall financial health, as well as a roadmap for the important choices they must make in the future. Here's what you will find in this book:

IF YOU ARE IN YOUR 20s OR 30s: Your Money Ratios will tell you how to get started and what you need to do over the next 35 years to stay on track. If you are lucky enough to read this book when you are young, you will have a clear vision for where you need to go throughout your working career. By setting yourself on the right path, you won't have to work so hard later in life to meet your goals.

IF YOU ARE IN YOUR 40s: You can benchmark your own financial circumstances against the ratios and see how you are doing with respect to your savings, debt, investments and insurance. You have plenty of time to make adjustments if necessary and plot out your path to retirement.

IF YOU ARE IN YOUR 50s: The formula will provide you with a realistic assessment of your ability to retire. It will help you make the important decisions about how to allocate your financial resources over the next 10 to 15 years, and how to put on the final push for retirement.

 

June-2018
Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD

A Higher Call: An Incredible True Story of Combat and Chivalry in the War-Torn Skies of World War II

By: Adam Makos  

 

Four days before Christmas 1943, a badly damaged American bomber struggled to fly over wartime Germany. At its controls was a 21-year-old pilot. Half his crew lay wounded or dead. It was their first mission. Suddenly, a sleek, dark shape pulled up on the bomber's tail—a German Messerschmitt fighter. Worse, the German pilot was an ace, a man able to destroy the American bomFour days before Christmas 1943, a badly damaged American bomber struggled to fly over wartime Germany. At its controls was a 21-year-old pilot. Half his crew lay wounded or dead. It was their first mission. Suddenly, a sleek, dark shape pulled up on the bomber's tail—a German Messerschmitt fighter. Worse, the German pilot was an ace, a man able to destroy the American bomber in the squeeze of a trigger. What happened next would defy imagination and later be called the most incredible encounter between enemies in World War II.

This is the true story of the two pilots whose lives collided in the skies that day—the American—2nd Lieutenant Charlie Brown, a former farm boy from West Virginia who came to captain a B-17—and the German—2nd Lieutenant Franz Stigler, a former airline pilot from Bavaria who sought to avoid fighting in World War II.

A Higher Call follows both Charlie and Franz's harrowing missions. Charlie would face takeoffs in English fog over the flaming wreckage of his buddies' planes, flak bursts so close they would light his cockpit, and packs of enemy fighters that would circle his plane like sharks. Franz would face sandstorms in the desert, a crash alone at sea, and the spectacle of 1,000 bombers each with eleven guns, waiting for his attack. Ultimately, Charlie and Franz would stare across the frozen skies at one another. What happened between them, the American 8th Air Force would later classify as “top secret.” It was an act that Franz could never mention or else face a firing squad. It was the encounter that would haunt both Charlie and Franz for forty years until, as old men, they would search for one another, a last mission that could change their lives forever. 

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD

The Panic of 1907: Lessons Learned from the Market's Perfect Storm

By: Robert F. Bruner

The Panic of 1907: Lessons Learned from the Market's Perfect Storm

-Before reading The Panic of 1907, the year 1907 seemed like a long time ago and a different world. The authors, however, bring this story alive in a fast-moving book, and the reader sees how events of that time are very relevant for today's financial world. In spite of all of our advances, including a stronger monetary system and modern tools for managing risk, Bruner and Carr help us understand that we are not immune to a future crisis.-
--Dwight B. Crane, Baker Foundation Professor, Harvard Business School -Bruner and Carr provide a thorough, masterly, and highly readable account of the 1907 crisis and its management by the great private banker J. P. Morgan. Congress heeded the lessons of 1907, launching the Federal Reserve System in 1913 to prevent banking panics and foster financial stability. We still have financial problems. But because of 1907 and Morgan, a century later we have a respected central bank as well as greater confidence in our money and our banks than our great-grandparents had in theirs.-
--Richard Sylla, Henry Kaufman Professor of the History of Financial Institutions and Markets, and Professor of Economics, Stern School of Business, New York University

-A fascinating portrayal of the events and personalities of the crisis and panic of 1907. Lessons learned and parallels to the present have great relevance. Crises and panics are as much a part of our future as our past.-
--John Strangfeld, Vice Chairman, Prudential Financial

 

May-2018

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CDThe Four: The Hidden DNA of Amazon, Apple, Facebook, and Google

By: Scott Galloway

Amazon, Apple, Facebook, and Google are the four most influential companies on the planet. Just about everyone thinks they know how they got there. Just about everyone is wrong.
For all that's been written about the Four over the last two decades, no one has captured their power and staggering success as insightfully as Scott Galloway.

Instead of buying the myths these companies broadcast, Galloway asks fundamental questions. How did the Four infiltrate our lives so completely that they're almost impossible to avoid (or boycott)? Why does the stock market forgive them for sins that would destroy other firms? And as they race to become the world's first trillion-dollar company, can anyone chal-lenge them?

In the same irreverent style that has made him one of the world's most celebrated business professors, Galloway deconstructs the strategies of the Four that lurk beneath their shiny veneers. He shows how they manipulate the fundamental emotional needs that have driven us since our ancestors lived in caves, at a speed and scope others can't match. And he reveals how you can apply the lessons of their ascent to your own business or career.

 

Whether you want to compete with them, do business with them, or simply live in the world they dominate, you need to understand the Four.

 

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CDThe Phantom of Fifth Avenue: The Mysterious Life and Scandalous Death of Heiress Huguette Clark

By: Meryl Gordon

The Phantom of Fifth Avenue: The Mysterious Life and Scandalous Death of Heiress Huguette Clark Born in 1906, Huguette Clark grew up in her family's 121-room Beaux Arts mansion in New York and was one of the leading celebrities of her day. Her father, William Andrews Clark, was a copper magnate, the second richest man in America, and not above bribing his way into the Senate.

Huguette attended the coronation of King George V. And at twenty-two, with a personal fortune of $50 million to her name, she married a Princeton man and childhood friend, William MacDonald Gower. Two years later the couple divorced. After a series of failed romances, Huguette began to withdraw from society--first living with her mother in a kind of Grey Gardens isolation then as a modern-day Miss Havisham, spending her days in a vast apartment overlooking Central Park, eating crackers and watching The Flintstones with only servants for company.

All her money and all her real estate could not protect her in her later life from being manipulated by shady hangers-on and hospitals that were only too happy to admit (and bill) a healthy woman. But what happened to Huguette that turned a vivacious young socialite into a recluse? And what was her life like inside that gilded, copper cage?

 

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CDThe Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment

By: Guy Spier

What happens when a young Wall Street investment banker spends a small fortune to have lunch with Warren Buffett? He becomes a real value investor. In this fascinating inside story, Guy Spier details his career from Harvard MBA to hedge fund manager. But the path was not so straightforward. Spier reveals his transformation from a Gordon Gekko wannabe, driven by greed, to a to a sophisticated investor who enjoys success without selling his soul to the highest bidder.

Spier's journey is similar to the thousands that flock to Wall Street every year with their shiny new diplomas, aiming to be King of Wall Street. Yet what Guy realized just in the nick of time was that the King really lived 1,500 miles away in Omaha, Nebraska. Spier determinedly set out to create a new career in his own way. Along the way he learned some powerful lessons which include: why the right mentors and partners are critical to long term success on Wall Street; why a topnotch education can sometimes get in the way of your success; that real learning doesn't begin until you are on your own; and how the best lessons from Warren Buffett have less to do with investing and more to do with being true to yourself. Spier also reveals some of his own winning investment strategies, detailing deals that were winners but also what he learned from deals that went south. Part memoir, part Wall Street advice, and part how-to, Guy Spier takes readers on a ride through Wall Street but more importantly provides those that want to take a different path with the insight, guidance, and inspiration they need to carve out their own definition of success.

April-2018

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, taxes?- not sure about that one, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CDGood Profit: How Creating Value for Others Built One of the World's Most Successful Companies

By: Charles G. Koch

Good Profit: How Creating Value for Others Built One of the World's Most Successful Companies  

THE UNIQUE MANAGEMENT SYSTEM FROM A LEGENDARY CEO In 1967, Charles Koch took the reins of his father s company and began the process of growing it from a $21 million start-up into a global corporation with revenues of about $115 billion, according to Forbes. So how did this MIT engineer manage grow Koch Industries intoone of the largest private companies in the world today THE UNIQUE MANAGEMENT SYSTEM FROM A LEGENDARY CEO In 1967, Charles Koch took the reins of his father s company and began the process of growing it from a $21 million start-up into a global corporation with revenues of about $115 billion, according to Forbes. So how did this MIT engineer manage grow Koch Industries intoone of the largest private companies in the world today with growth exceeding that of the S&P 500 by almost 30-foldover the last five decades? Through his unique five-dimensional management process and system called Market-Based Management. Based on five decades of cross-disciplinary studies, experimental discovery, and practical implementation across Koch companies and their 100,000 employees worldwide, the core objective of Market-Based Management s framework is as simple as it is effective: to generate "good" profit. What is good profit? Good profit results when a company creates value for customers in a way that helps them improve their lives. Good profit is the result of innovations that customers freely vote for with their own dollars; it s the result of business decisions that create "long term value for everyone--customers, employees, shareholders, and society."

 

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, taxes?- not sure about that one, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CDZero to One: Notes on Startups, or How to Build the Future

By: Peter Thiel

This is a Summary of Peter Thiel's #1 NEW YORK TIMES BESTSELLER Zero to One: Notes on Startups, or How to Build the Future Summary If you want to build a better future, you must believe in secrets. The great secret of our time is that there are still uncharted frontiers to explore and new inventions to create. In Zero to One, legendary entrepreneur and investor Peter Thiel shows how we can find singular ways to create those new things. Thiel begins with the contrarian premise that we live in an age of technological stagnation, even if we're too distracted by shiny mobile devices to notice. Information technology has improved rapidly, but there is no reason why progress should be limited to computers or Silicon Valley. Progress can be achieved in any industry or area of business. It comes from the most important skill that every leader must master: learning to think for yourself. Doing what someone else already knows how to do takes the world from 1 to n, adding more of something familiar. But when you do something new, you go from 0 to 1. The next Bill Gates will not build an operating system. The next Larry Page or Sergey Brin won't make a search engine. Tomorrow's champions will not win by competing ruthlessly in today's marketplace.

March-2018
Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, taxes?- not sure about that one, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD

The Advisor Playbook

By: Duncan MacPherson

The Advisor Playbook Practice management is often misunderstood. The Advisor Playbook will take the mystery away.
Practice management is confused with marketing, or is limited to strategizing about branding, or simply equated to old-school salesmanship.


Practice management is how you build an organized toolbox of all your processes – branding, marketing, service activities, core functions – andPractice management is often misunderstood. The Advisor Playbook will take the mystery away.

Practice management is confused with marketing, or is limited to strategizing about branding, or simply equated to old-school salesmanship.

Practice management is how you build an organized toolbox of all your processes – branding, marketing, service activities, core functions – and constantly tune and keep that toolbox efficient and effortless. It's a network of interrelated skills, processes and strategies that build value in a business while making it manageable, scalable and ensuring the owner runs the business and not the other way around.

Duncan MacPherson and Pareto Systems have been in the forefront of practice management in the realm of the professional advisor for a quarter-century. Chris Jeppesen of First Trust brings his own decades of professional knowledge to the table. The processes in The Advisor Playbook have grown over those years, through constant refinement and improvement. They'll help you to perform that same refinement and improvement on your business and regain liberation and order in your personal and professional life.

Simply Financial, Elliott Wealth Management, Financial Services, wealth management, financial planning, retirement, college savings, Insurance, elliott wealth, Paul Mathews, Chris Calandra, Christopher Calandra, Portfolio Rebalancing, markets, bonds, investment strategies, stocks, Lindy Brock, mutual funds, Exchange Traded Funds, Life Insurance, Long Term Care, Annuities, financial advisor, finances, investment, inheritance, inherited, beneficiary, retire, IRA, long term care, life insurance, 401k, 403b, 529, taxes?- not sure about that one, tax planning, annuity, rollover, fiduciary, mutual fund, ETF, annuities, Parady, taxable, CD

Thinking, Fast and Slow

By: Daniel Kahneman

In the highly anticipated Thinking, Fast and Slow, Kahneman takes us on a groundbreaking tour of the mind and explains the two systems that drive the way we think. System 1 is fast, intuitive, and emotional; System 2 is slower, more deliberative, and more logical.

Kahneman exposes the extraordinary capabilities—and also the faults and biases—of fast thinking, and reveals t In the highly anticipated Thinking, Fast and Slow, Kahneman takes us on a groundbreaking tour of the mind and explains the two systems that drive the way we think. System 1 is fast, intuitive, and emotional; System 2 is slower, more deliberative, and more logical. Kahneman exposes the extraordinary capabilities—and also the faults and biases—of fast thinking, and reveals the pervasive influence of intuitive impressions on our thoughts and behavior. The impact of loss aversion and overconfidence on corporate strategies, the difficulties of predicting what will make us happy in the future, the challenges of properly framing risks at work and at home, the profound effect of cognitive biases on everything from playing the stock market to planning the next vacation—each of these can be understood only by knowing how the two systems work together to shape our judgments and decisions.

Engaging the reader in a lively conversation about how we think, Kahneman reveals where we can and cannot trust our intuitions and how we can tap into the benefits of slow thinking. He offers practical and enlightening insights into how choices are made in both our business and our personal lives—and how we can use different techniques to guard against the mental glitches that often get us into trouble. Thinking, Fast and Slow will transform the way you think about thinking.

February-2018

A History of the United States in Five Crashes: Stock Market Meltdowns That Defined a Nation

By: Scott Nations

In this absorbing, smart, and accessible blend of economic and cultural history, Scott Nations, a longtime trader, financial engineer, and CNBC contributor, takes us on a journey through the five significant stock market crashes in the past century to reveal how they defined the United States today
The Panic of 1907: When the Knickerbocker Trust Company failed, after a brazen attempt to manipulate the stock market led to a disastrous run on the banks, the Dow lost nearly half its value in weeks. Only billionaire J.P. Morgan was able to save the stock market.
Black Tuesday (1929): As the newly created Federal Reserve System repeatedly adjusted interest rates in all the wrong ways, investment trusts, the darlings of that decade, became the catalyst that caused the bubble to burst, and the Dow fell dramatically, leading swiftly to the Great Depression.
Black Monday (1987): When "portfolio insurance," a new tool meant to protect investments, instead led to increased losses, and corporate raiders drove stock prices above their real values, the Dow dropped an astonishing 22.6 percent in one day.
The Great Recession (2008): As homeowners began defaulting on mortgages, investment portfolios that contained them collapsed, bringing the nation's largest banks, much of the economy, and the stock market down with them.
The Flash Crash (2010): When one investment manager, using a runaway computer algorithm that was dangerously unstable and poorly understood, reacted to the economic turmoil in Greece, the stock market took an unprecedentedly sudden plunge, with the Dow shedding 998.5 points (roughly a trillion dollars in valuation) in just minutes.

Andrew Jackson and the Miracle of New Orleans: The Battle That Shaped America's Destiny

By: Brian Kilmeade, Don Yaeger

Another pop history pageturner from the New York Times bestselling authors of George Washington's Secret Six and Thomas Jefferson and the Tripoli Pirates.

When the British fought the young United States during the War of 1812, they knew that taking the mouth of the Mississippi River was the key to crippling their former colony. Capturing the city of New Orleans and stopping trade up the river sounded like a simple task--New Orleans was far away from Washington, out of sight and out of mind for the politicians.

January-2018

Love Your Life, Not Theirs: 7 Money Habits for Living the Life You Want

By: Rachel Cruze

In Love Your Life, Not Theirs, Rachel Cruze shines a spotlight on the most damaging money habit we have: comparing ourselves to others. Then she unpacks seven essential money habits for living the life we really want—a life in line with our values, where we can afford the things we want to buy without being buried under debt, stress, and worry.

The Joneses are broke. 

Life looks good, but hidden beneath that glossy exterior are credit card bills, student loans, car payments, and an out-of-control mortgage. Their money situation is a mess, and they're trying to live a life they simply can't afford. So why exactly do we try so hard to keep up with the Joneses?

 

The Undoing Project: A Friendship That Changed Our Minds

By:  Michael Lewis

Forty years ago, Israeli psychologists Daniel Kahneman and Amos Tversky wrote a series of breathtakingly original papers that invented the field of behavioral economics.

One of the greatest partnerships in the history of science, Kahneman and Tversky's extraordinary friendship incited a revolution in Big Data studies, advanced evidence-based medicine, led to a new approach to government regulation, and made much of Michael Lewis's own work possible. In The Undoing Project, Lewis shows how their Nobel Prize–winning theory of the mind altered our perception of reality.

December-2017

Paul Mathews Elliott Wealth Management Good for the money Benmosche

Good for the Money: My Fight to Pay Back America

By: Robert Benmosche

In 2009, at the peak of the financial crisis, AIG - the American insurance behemoth - was sinking fast. It was the peg upon which the nation hung its ire and resentment during the financial crisis: the pinnacle of Wall Street arrogance and greed. When Bob Benmosche climbed aboard as CEO, it was widely assumed that he would go down with his ship. In mere months, he turned tIn 2009, at the peak of the financial crisis, AIG - the American insurance behemoth - was sinking fast.

It was the peg upon which the nation hung its ire and resentment during the financial crisis: the pinnacle of Wall Street arrogance and greed. When Bob Benmosche climbed aboard as CEO, it was widely assumed that he would go down with his ship. In mere months, he turned things around, pulling AIG from the brink of financial collapse and restoring its profitability. Before three years were up, AIG had fully repaid its staggering debt to the U.S. government - with interest.

 

Paul Mathews elliott wealth management Lareau CareerCareermageddon: Cracking the 21st Century Career Code Paperback

By: Marcia LaReau & Neil Patrick

Your Career Survival Guide for the 21st Century.

Most people today need one thing more than anything else to survive. A job. Yet world events are conspiring to make good, well-paying jobs scarcer and harder to retain.  But no-one bothered to tell people about these new threats to their careers. Or what to do about them. Until now.  If you have a job today, you need a plan for when you no longer have it. If you are looking for a job today, this book will show you how to get it, and more importantly how to sustain a career which isn't at the mercy of an uncertain economic outlook.

 

Paul Mathews Elliott Wealth Management Wonder Palacio

Wonder

By: R.J. Palacio

I won't describe what I look like. Whatever you're thinking, it's probably worse.

August (Auggie) Pullman was born with a facial deformity that prevented him from going to a mainstream school—until now. He's about to start 5th grade at Beecher Prep, and if you've ever been the new kid then you know how hard that can be. The thing is Auggie's just an ordinary kid, with an extraordinary face.  But can he convince his new classmates that he's just like them, despite appearances?


 

November-2017

Killing Kennedy Bill Oreily Paul Mathews Elliott Wealth Management

Killing Kennedy: The End of Camelot

By: Bill O'Reilly

A riveting historical narrative of the shocking events surrounding the assassination of John F. Kennedy, and the follow-up to mega-bestselling author Bill O'Reilly's Killing Lincoln.

More than a million readers have thrilled to Bill O'Reilly's Killing Lincoln, the page-turning work of nonfiction about the shocking assassination that changed the course of American history. Now the anchor of The O'Reilly Factor recounts in gripping detail the brutal murder of John Fitzgerald Kennedy—and how a sequence of gunshots on a Dallas afternoon not only killed a beloved president but also sent the nation into the cataclysmic division of the Vietnam War and its culture-changing aftermath.

 

Path between Seas Elliott Wealth Management Paul Mathews

The Path Between the Seas: The Creation of the Panama Canal, 1870-1914

By: David McCullough

On December 31, 1999, after nearly a century of rule, the United States officially ceded ownership of the Panama Canal to the nation of Panama. That nation did not exist when, in the mid-19th century, Europeans first began to explore the possibilities of creating a link between the Atlantic and Pacific oceans through the narrow but mountainous isthmus; Panama was then a reOn December 31, 1999, after nearly a century of rule, the United States officially ceded ownership of the Panama Canal to the nation of Panama. That nation did not exist when, in the mid-19th century, Europeans first began to explore the possibilities of creating a link between the Atlantic and Pacific oceans through the narrow but mountainous isthmus; Panama was then a remote and overlooked part of Colombia.

All that changed, writes David McCullough in his magisterial history of the Canal, in 1848, when prospectors struck gold in California. A wave of fortune seekers descended on Panama from Europe and the eastern United States, seeking quick passage on California-bound ships in the Pacific, and the Panama Railroad, built to serve that traffic, was soon the highest-priced stock listed on the New York Exchange.

 

October-2017

How an Economy Grows and Why It Crashes

By: Peter D. Schiff, Andrew J. Schiff

How an Economy Grows and Why it Crashes uses illustration, humor, and accessible storytelling to explain complex topics of economic growth and monetary systems. In it, economic expert and bestselling author of Crash Proof, Peter Schiff teams up with his brother Andrew to apply their signature "take no prisoners" logic to expose the glaring fallacies that have become so ing How an Economy Grows and Why it Crashes uses illustration, humor, and accessible storytelling to explain complex topics of economic growth and monetary systems. In it, economic expert and bestselling author of Crash Proof, Peter Schiff teams up with his brother Andrew to apply their signature "take no prisoners" logic to expose the glaring fallacies that have become so ingrained in our country's economic conversation.

Inspired by How an Economy Grows and Why It Doesn't—a previously published book by the Schiffs' father Irwin, a widely published economist and activist—How an Economy Grows and Why It Crashes incorporates the spirit of the original while tackling the latest economic issues.With wit and humor, the Schiffs explain the roots of economic growth, the uses of capital, the destructive nature of consumer credit, the source of inflation, the importance of trade, savings, and risk, and many other topical principles of economics.

The tales told here may appear simple of the surface, but they will leave you with a powerful understanding of How an Economy Grows and Why it Crashes.

 

The Gifted Boss: How To Find, Create, And Keep Great Employees

By: Dale Dauten

 “Whether you're a manager trying to hire or hold on to your best talent, or an employee who always hoped to have work be more than just another job, this little book can bring you closer to your dream.”
—Bob Nelson, author of 1001 Ways to Reward Employees and 1001 Ways to Energize Employees

Revised and updated, here is the groundbreaking “bible” on how to manage successful e
“Whether you're a manager trying to hire or hold on to your best talent, or an employee who always hoped to have work be more than just another job, this little book can bring you closer to your dream.”
—Bob Nelson, author of 1001 Ways to Reward Employees and 1001 Ways to Energize Employees


Revised and updated, here is the groundbreaking “bible” on how to manage successful employees from Dale Dauten, one of America's most innovative business consultants. A classic business “how-to” book, The Gifted Boss is an important business tool to help you find, create, and keep great employees—an indispensable guide to increasing workplace synergy and, ultimately, productivity from the internationally renowned management guru and founder of The Innovators' Lab.

 

September-2017

The Jersey Brothers

By:

The Jersey Brothers: A Missing Naval Officer in the Pacific and His Family's Quest to Bring Him Home A Missing Naval Officer in the Pacific and His Family's Quest to Bring Him Home.

The extraordinary, real-life adventure of three brothers at the center of the most dramatic turning points of World War II and their mad race to change history—and save one of their own.

They are three brothers, all Navy men, who end up coincidentally and extraordinarily at the epicenter of three of the war's most crucial moments. Bill is picked by Roosevelt to run his firs
The extraordinary, real-life adventure of three brothers at the center of the most dramatic turning points of World War II and their mad race to change history—and save one of their own.

They are three brothers, all Navy men, who end up coincidentally and extraordinarily at the epicenter of three of the war's most crucial moments. Bill is picked by Roosevelt to run his first Map Room in Washington. Benny is the gunnery and anti-aircraft officer on the USS Enterprise, one of the only carriers to escape Pearl Harbor and by the end of 1942 the last one left in the Pacific to defend against the Japanese. Barton, the youngest and least distinguished of the three, is shuffled off to the Navy Supply Corps because his mother wants him out of harm's way. But this protection plan backfires when Barton is sent to the Philippines and listed as missing-in-action after a Japanese attack. Now it is up to Bill and Benny to find and rescue him.

 

reagan oreily mathews calandra elliott wealthKilling Reagan

By:

The Violent Assault That Changed a Presidency (The Killing of Historical Figures)

From the bestselling team of Bill O'Reilly and Martin Dugard comes Killing Reagan, a page-turning epic account of the career of President Ronald Reagan that tells the vivid story of his rise to power -- and the forces of evil that conspired to bring him down.

Just two months into his presidency, Ronald Reagan lay near death after a gunman's bullet came within inches of his

From the bestselling team of Bill O'Reilly and Martin Dugard comes Killing Reagan, a page-turning epic account of the career of President Ronald Reagan that tells the vivid story of his rise to power -- and the forces of evil that conspired to bring him down.

Just two months into his presidency, Ronald Reagan lay near death after a gunman's bullet came within inches of his heart. His recovery was nothing short of remarkable -- or so it seemed. But Reagan was grievously injured, forcing him to encounter a challenge that few men ever face. Could he silently overcome his traumatic experience while at the same time carrying out the duties of the most powerful man in the world?


August-2017

 From one of our leading technology thinkers and writers, a guide through the twelve technological imperatives that will shape the next thirty years and transform our livesThe Inevitable: Understanding the 12 Technological Forces That Will Shape Our Future

By Kevin Kelly

From one of our leading technology thinkers and writers, a guide through the twelve technological imperatives that will shape the next thirty years and transform our lives

From one of our leading technology thinkers and writers, a guide through the twelve technological imperatives that will shape the next thirty years and transform our lives

Much of what will happen in the next thirty years is inevitable, driven by technological trends that are already in motion. In this fascinating, provocative new book, Kevin Kelly provides an optimistic road map for the future, showing how the coming changes in our lives—from virtual reality in the home to an on-demand economy to artificial intelligence embedded in everything we manufacture—can be understood as the result of a few long-term, accelerating forces.

 

The Intelligent Investor is based on value investing; an investment approach Graham began teaching at Columbia Business School in 1928 and subsequently refined with David Dodd.  The Intelligent Investor (Collins Business Essentials)

By , Jason Zweig (Contributor), Warren Buffett (Contributor)

The Intelligent Investor is based on value investing; an investment approach Graham began teaching at Columbia Business School in 1928 and subsequently refined with David Dodd.  This sentiment was echoed by other Graham disciples such as Irving Kahn and Walter Schloss.

The Intelligent Investor also marks a significant deviation to stock selection from Graham's earlier works, such as Security Analysis. He explained the change as:

“The thing that I have been emphasizing in my own work for the last few years has been the group approach. To try to buy groups of stocks that meet some simple criterion for being undervalued-regardless of the industry and with very little attention to the individual company... I found the results were very good for 50 years. They certainly did twice as well as the Dow Jones. And so my enthusiasm has been transferred from the selective to the group approach.”


JULY 2017

The Automatic Millionaire: A Powerful One-Step Plan to Live and Finish Rich The Automatic Millionaire: A Powerful One-Step Plan to Live and Finish Rich

By

What's the secret to becoming a millionaire?

For years people have asked David Bach, the national bestselling author of Smart Women Finish Rich, Smart Couples Finish Rich, and The Finish Rich Workbook, what's the real secret to getting rich? What's the one thing I need to do?


Now, in The Automatic Millionaire, David Bach is sharing that secret.

The Automatic Millionaire start
What's the secret to becoming a millionaire?

For years people have asked David Bach, the national bestselling author of Smart Women Finish Rich, Smart Couples Finish Rich, and The Finish Rich Workbook, what's the real secret to getting rich? What's the one thing I need to do?

Now, in The Automatic Millionaire, David Bach is sharing that secret.


The Automatic Millionaire starts with the powerful story of an average American couple--he's a low-level manager, she's a beautician--whose joint income never exceeds $55,000 a year, yet who somehow manage to own two homes debt-free, put two kids through college, and retire at 55 with more than $1 million in savings.

 

elliott wealth chris calandra paul mathews financial services big short michael lewisThe Big Short: Inside the Doomsday Machine

By Michael Lewis

From the author of The Blind Side and Moneyball, The Big Short tells the story of four outsiders in the world of high-finance who predict the credit and housing bubble collapse before anyone else.
 

When the crash of the U.S. stock market became public knowledge in the fall of 2008, it was already old news. The real crash, the silent crash, had taken place over the previous year, in bizarre feeder markets where the sun doesn't shine and the SEC doesn't dare, or bother, to tread. Who understood the risk inherent in the assumption of ever-rising real estate prices, a risk compounded daily by the creation of those arcane, artificial securities loosely based on piles of doubtful mortgages? In this fitting sequel to Liar's Poker, Michael Lewis answers that question in a narrative brimming with indignation and dark humor.

 

Hershey: Milton S. Hershey's Extraordinary Life of Wealth, Empire, and Utopian DHershey: Milton S. Hershey's Extraordinary Life of Wealth, Empire, and Utopian Dreams

By

The name Hershey evokes many things: chocolate bars, the company town in Pennsylvania, one of America's most recognizable brands. But who was the man behind the name? In this compelling biography, Pulitzer Prize-winning journalist Michael D'Antonio gives us the real-life rags-to-riches story of Milton S. Hershey, a largely uneducated businessman whose idealistic sense of pThe name Hershey evokes many things: chocolate bars, the company town in Pennsylvania, one of America's most recognizable brands. But who was the man behind the name? In this compelling biography, Pulitzer Prize-winning journalist Michael D'Antonio gives us the real-life rags-to-riches story of Milton S. Hershey, a largely uneducated businessman whose idealistic sense of purpose created an immense financial empire, a town, and a legacy that lasts to this day.

Hershey, the son of a minister's daughter and an irresponsible father who deserted the family, began his career inauspiciously when the two candy shops he opened both went bankrupt. Undeterred, he started the Lancaster Caramel Company, which brought him success at last. Eventually he sold his caramel operation and went on to perfect the production process of chocolate to create a stable, consistent bar with a long shelf life...and an American icon was born.


JUNE 2017

Just One Thing: Twelve of the World's Best Investors Reveal the One Strategy You Can't Overlook

by John Mauldin (Editor)

In traveling the shifting terrain of the financial world, one is often met with confusing and even contradictory directions. In the search for a reliable path, there's nothing like a personal guide-one who can show you the most direct route to your goal. In Just One Thing, author John Mauldin offers an incomparable shortcut to prosperity: the personal guidance of an outstanding group of recognized financial experts, each offering the single most useful piece of advice garnered from years of investing.

Never before has such an esteemed assembly of financial gurus offered their most valued insights in such a succinct manner-and in a single volume. In marvelously readable essays of uncommon clarity, each contributor presents the most precious kernel of advice-just one thing-that he would pass on to his own children and his children's children. And now these gems of investment wisdom can be yours.

 

 

Elliott Wealth Financial Services and Wealth ManagementThe Martian

 

by

 

A mission to Mars.

A freak accident.

One man's struggle to survive.

Six days ago, astronaut Mark Watney became one of the first people to walk on Mars.

Now, he's sure he'll be the first person to die there.

After a dust storm nearly kills him and forces his crew to evacuate the planet while thinking him dead, Mark finds himself stranded on Mars' surface, completely alone, with no way to signal Earth that he's alive. And even if he could get word out, his supplies would be gone years before a rescue could arrive.

Chances are, though, Mark won't have time to starve to death. The damaged machinery, unforgiving environment or plain-old "human error" are much more likely to kill him first.

But Mark's not ready to quit. Armed with nothing but his ingenuity and his engineering skills—and a gallows sense of humor that proves to be his greatest source of strength–he embarks on a dogged quest to stay alive, using his botany expertise to grow food and even hatching a mad plan to contact NASA back on Earth.


PLEASE NOTE: The views expressed in the recommended publications are not necessarily the opinion of SagePoint Financial Inc., and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. We make no representation as to the completeness or accuracy of information provided in these publications. Nor is the company liable for any direct or indirect, information and programs made available in reading this literature. When you consider reading any of these recommended publications, you assume total responsibility and risk. These professionals are not affiliated nor endorsed by SagePoint Financial Inc. The information that may be provided is not intended to be a substitute for specific individualized tax, legal, or estate planning advice.
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