Recommended Reading

These books support our philosophy of how capital markets work and what it takes to successfully manage wealth. You can view a full list of our top picks here.

Exploring: Replacing An Outdated Paradigm For The “Retirement Years,” And Exploring a New Phase of Life

By Erik Strid|2019-11-20T16:54:24-04:00October 23rd, 2019|Blog, Recommended Reading, Resources|

This book focuses on the challenges and opportunities presented in retirement, with the goal of helping readers to better prepare for and [...]

Clarity: How Popular Culture Is Misleading You About Successful Wealth Planning and What to Do About

By Erik Strid|2023-06-22T10:57:33-04:00September 17th, 2018|Blog, Recommended Reading, Resources|

This book will help families to get clarity on the real issues which impact their financial futures. In the book, we share the top eight pillars [...]

Empowered Values: Planning Your Wealth Around Your Family’s Core Values

By Erik Strid|2023-06-22T10:20:48-04:00September 17th, 2018|Recommended Reading, Resources|

This book discusses how families should build a wealth strategy consistent with their family’s core values. It explores ways to prepare for major [...]

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Recommended Reading

Exploring: Replacing An Outdated Paradigm For The “Retirement Years,” And Exploring a New Phase of Life

Clarity: How Popular Culture Is Misleading You About Successful Wealth Planning and What to Do About

Empowered Values: Planning Your Wealth Around Your Family’s Core Values

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