Archive for the ‘Book Reviews’ Category

Book Review: The Clash of Generations by Scott Burns and Laurence Kotlikoff

Book Review: The Clash of Generations by Scott Burns and Laurence Kotlikoff

By The Banker | Book Reviews, Taxes, Wall Street

Scott Burns and Laurence J. Kotlikoff wrote The Clash of Generations: Saving Ourselves, Our Kids, and Our Economy, thought-provoking and highly readable financial policy book in 2012, featuring four “purple” policy proposals – “purple” meaning meant to appeal to both red and blue sides of the American political spectrum. In the context of a 2016 Presidential contest [&hellip

Book Review: The Wealth Dragon Way by John Lee and Vincent Wong

Book Review: The Wealth Dragon Way by John Lee and Vincent Wong

By The Banker | Book Reviews, Investing, Personal Finance

I have a 4-word review for The Wealth Dragon Way: The Why, The When, & The How To Become Infinitely Wealthy by John Lee and Vincent Wong. Nope. Nope nope nope. That sums up my view of this book. If that sounds redundant, well I’m sorry, but so is their book. We learn from the [&hellip

Book Review: The Game of Numbers by Nick Murray

Book Review: The Game of Numbers by Nick Murray

By The Banker | Book Reviews, Investing, Personal Finance

Nick Murray wrote the book – Simple Wealth, Inevitable Wealth – that anchors my beliefs on asset allocation, so I decided to try another one of his books, The Game of Numbers: Professional Prospecting For Financial Advisors. I’m not a financial advisor and I do not professionally prospect for financial advisory clients. I am, however, [&hellip

Book Review: Big Hot Cheap and Right, by Erica Grieder

Book Review: Big Hot Cheap and Right, by Erica Grieder

By The Banker | Book Reviews, Taxes, Texas

We’re all about to get dunked[1] by the US Presidential race in a deep-water tank of Texas exceptionalism. With a year-long GOP primary season ahead of us, get ready for Texas Senator Ted Cruz to explain how extremely small government (plus God!) serves us best. Also, prepare for Texas native son (now Kentucky Senator) Rand [&hellip

Book Review: What All Kids (And Adults) Should Know About Savings and Investing

Book Review: What All Kids (And Adults) Should Know About Savings and Investing

By The Banker | Book Reviews, Investing, Personal Finance, Texas

I teach an adult course next month about teaching one’s kids about money and finance. I also engage in home-based experiments on my own guinea pigs (err, children) all the time, trying out lessons on stock investing, or compound interest. But most home-schooling requires a textbook (or e-book), so I was pleased to receive a [&hellip