article thumbnail

Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

And so, in the spirit of sharing, a few years ago I launched my list of "Recommended (Book) Reading for Financial Advisors", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year. Read More.

article thumbnail

Summer Reading List Of “Best Books” For Financial Advisors – 2023 Edition

Nerd's Eye View

And so, in the spirit of sharing, a few years ago I launched my list of " Recommended (Book) Reading for Financial Advisors ", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year. Read More.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Summer Reading List Of “Best Books” For Financial Advisors – 2024 Edition

Nerd's Eye View

And so, in the spirit of sharing, a few years ago I launched my list of " Recommended (Book) Reading for Financial Advisors ", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year. Read More.

article thumbnail

Health Savings Accounts – The Other Retirement Plan

The Chicago Financial Planner

This is up from $285,000 in 2019, from $275,000 in 2017 and from $220,000 in 2014. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Please contact me with any thoughts or suggestions about anything you’ve read here at The Chicago Financial Planner.

article thumbnail

20 topics for your financial blog

Investment Writing

” Why I manage money the way I do Why I became a financial planner or an investment manager Why I changed my mind about a topic important to how I help clients Why investors should pay less attention to financial news WHO Who can you trust with your money? I aimed for that in “ Why I write for you.”

article thumbnail

Lessons from Launching (and Shutting Down) a Small-Cap Value ETF

Validea

In this episode, we walk through our experience of launching a small-cap value ETF in 2014, running it for 6 years and then shutting it down in 2020. We look at what we learned from the experience and what investors can learn about how ETFs work behind the scenes from our experience.

article thumbnail

The Top 25 Financial Advisor Blogs You Should Be Paying Attention To

Midstream Marketing

To give Mr. Seawright’s credibility a bit of context, in September of 2014 the Wall Street Journal published a list of just fifteen “smart people for investors to follow.” Seawright – the Chief Investment and Information Officer for Madison Avenue Securities, LLC. Avondale Asset Management Blog. Wealth Pilgrim.