Category Archives: Book Notes

Handout from Investor Meeting

Here’s the packet I gave folks at the IIM annual meeting last Saturday – my notes from Louis Lowenstein’s terrific book, The Investor’s Dilemma. Highly recommended reading for anyone who invests in mutual funds. Click the Download link immediately below … read more…

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Book Notes: Spend ‘Til The End, Part 3(a)

The latest installment of our recent series, where we boil down others’ contrarian financial advice and let the dust settle where it may. Part 3: Raising Your Living Standard Lot of material here, so I will split it up into … read more…

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Book Notes: Spend ‘Til The End, Part 2

Notes from the second part of Spend ‘Til The End. Here’s what this is all about, and last week’s notes. Read Kirk’s comments on last week’s post for some thoughts from a fee-only advisor, too. Part 2: Financial Pathology Here’s … read more…

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