Rating: Par Can’t recall how I came across this book, but the question is just so relatable to what I do for a living in constantly coaching our clients’ behavior to be more in line with their true values and goals. That is where I have a mixed review on this book. Whereas I was […]

Rating: Double Bogey I came across this book from a “mental coach” who works with young athletes in breaking through barriers. Although in the moment I ordered it from Amazon, I know if I would have done a little research I would have looked to the library or a little review on it and probably never […]

Rating: Birdie I re-grabbed this off my book shelf for my recent company Christmas party. What I recalled was a great ice breaker get-to-know-you idea. It ended up being the highlight of the night. Like a lot of good books – if you can just take away one good idea, the book is worth its cost and then […]

Rating: Out of Bounds What’s funny, is as much as I love the original E-myth, I equally disdain this book. Truth be told, I am a big writer of notes on books. I have not written “horseshit” as much as I have in this book as in any other book! The only redeeming factor about […]

Rating: Par This book is focused towards advisors themselves. For me, it presents a mixed bag but overall provides a positive insight into a select few unique advisors. Surely, Roy’s emphasis on what he calls “Life Planning” just reinforces what we have known all along – successful families desire holistic planning with a focus on […]

March into April is a busy time for us at Insight – yet it is also one of the most rewarding. The value and amount of planning we normally implement at this time is staggering when I stop to think about it. Tax avoidance, family savings maximization, the calm and confidence we instill… it’s really […]

Rating: Birdie Full disclosure: I am a “homer” and do attend Bill’s church. This one caught my eye wandering through the library this week while we were picking up some books for the boys. Great title and even greater content. Yes, this has a Christian bent to everything, but what strikes me making this a […]

Rating: Triple Bogey Whereas I eagerly anticipated this book, I was also very suspicious. First, if you’re familiar with Tony, he usually takes 100 pages to explain a 10-page concept. So this monstrosity of 600+ pages had me concerned from the start. A visit to Barnes and Noble and a brief skimming resulted in my […]

Rating: Hole in One Every year, it takes me a while to work through the greatest yearly financial read available – the Berkshire Hathaway Annual Report (and I’m still not entirely through 2013). For some reason I have been jumping around last year’s report and am once again amazed at the wisdom within its unsophisticated look and […]

Rating: Hole in One As far as business books go – this is one of my favorites for the year. At some level, I am hastened back to my collegiate years, and can only wish this was a textbook offered. Go figure – written by an MIT professor! Maybe that $43,000/year tuition at MIT is worth it! Just an […]