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What better way to get to know us than getting inside our heads. Book Insight keeps up with Phil’s voracious appetite for reading. Each book is rated so if you want Phil’s top picks. Click the “Hole in One” in the tag cloud. Giving Insight is Phil’s commentary on managing your financial life. Beyond Insight give you tips on how to make your life simpler from our service team. 
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Rating: Birdie Brene’ Brown is a researcher at heart. She explores these critical generational patterns we’ve all been raised on – shame, not measuring up, perfectionism, anxiety, etc. I appreciate that there are several chapters I get total engrossed in – hearing the ‘gremlins’ in your head or feeling like that little boy who is […]

Rating: Eagle Those of you familiar with the Blog Summaries that I pass on, have see Ben Carlson’s many investment thoughts throughout my recaps, as I am an avid reader of his. This book also oozes true investment wisdom. Frankly, I might suggest this book would be better titled – Uncommon Sense! I love the […]

Rating: Eagle For starters Craig is colleague from the academia world whose investment research happens to strongly endorse how we specifically manage our multi-asset class, non-correlated portfolios today. Far be it for me to absolutely love his concepts and how he shares them. The greater concept of having a smoother investment ride is compellingly made […]

Rating: Hole in One As always, Warren’s annual report does not disappoint. His writing style and the general contents of this great company’s annual report can be a great guiding template for any investor or small business owner. This 50th anniversary drips with wisdom, and the strong sense of over time, values can be like […]

Rating: Eagle It is amazing to me that this classic has escaped me as long as it has. Anytime a book from the 1940’s seems fresh off the press and applicable today, you know it’s a classic. Surely, there are pieces that are outdated, and views of how we personally operate at Insight that contradict […]

Rating: Bogey Over the years, I’d usually align myself pretty closely to the Founder of Vanguard’s writings. Low Cost, Transparent approach to investing overall does resonate with me. This book however is more of a Political statement, and at that a pretty poor one. It never sits well with me when an author cloaks their […]

Rating: Birdie Again – in disclosure, I attend Willow Creek where Bill is the Senior Pastor, so I am well read in most of Bill’s books – and as one can guess, I like pretty much everything he pens. For me, this book was a surprise, and in that a pleasant one. There are often […]

Rating: Birdie Interesting read for me. It had moments of an Hole in One to Eagle rating, yet in the end it wore on me, bringing itself down to a mere Birdie Rating. Larry is surely gifted in sharing some truly remarkable explanations of markets, brokers, and investing attributes. Yet as often occurs, the book […]

Rating: Double Bogey Well – I guess I might have wanted to confer with colleague Craig L. Israelson before I got this one. He is listed as a co-author, yet his contributions had to be minimal in this stinker. What I found in this book is the all too boring ‘cover all bases planning’ approach, […]

Rating: Birdie This is my second read by Derek. And frankly there is not too much I don’t like about his books. Quick reads, entrepreneurial focused, and no BS. He shares his mistakes which I love – I mean the I always win in Vegas stories just grow old over time. He also happens to […]