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Recommended Reading List

Welcome to my Recommended Reading List!

I'll be making updates from time to time as I find books, podcasts and blogs that I think are worth your time.


The Algebra of Happiness by Scott Galloway

What does this book have to do with investing? Nothing. But the path to building your wealth starts with understanding your path to happiness. Knowing how to find contentment will help you define what is "enough". This petite volume carries great wisdom and takes all of a few days to read.

The Geometry of Wealth by Brian Portnoy

While Portnoy's Geometry of Wealth isn't an investing manual (it won't teach you the difference between a stock and bond) it will give you a framework for viewing money and wealth. That frameworks is far more valuable than a recitation about P/E ratios and earnings reports. Highly readable and highly digestible this is an excellent book for those looking to build their wealth in order to fund their contentment.

The Behavior Gap by Carl Richards

The subtitle of this book says it all: "Simple Ways to Stop Doing Dumb Things with Money". In fewer than 175 pages Richards' book will introduce you to the concept of Behavioral Finance and help you gain insights into why it's so easy to make poor decisions and sometimes so hard to make good ones.

A Wealth of Common Sense by Ben Carlson

Simplicity trumps complexity any day of the week. Investors are often seduced by complexity but that complexity comes at a price. This guide will demonstrate the value of a simple framework in making better investment decisions.


Planet Money from NPR

This podcast functions like an explainer for the economy. "Imagine you could call up a friend and say, 'Meet me at the bar and tell me what's going on with the economy.' Now imagine that's actually a fun evening." That's Planet Money.

Freakanomics Radio

From the team that wrote the best selling book of the same name, this podcast covers current topics through the lens of the science of economics.


Bull & Baird

Periodic updates on the day's market action from Baird's own Michael Antonelli. Highly readable and highly entertaining, hit the subscribe button to get Mike's posts in your inbox. You won't be sorry.

Wealth Management 101

Wealth Management 101 is my blog on personal finance geared toward younger investors or those new to investing. Check back monthly for my latest post.

Of Dollars and Data

In this blog data meets Behavioral Finance and offer you perspective on your own investments and context for major market events. "Ultimately, the goal of this blog is to get you to understand yourself at a deeper level. I want you to understand your biases, your wants, your strengths, your weaknesses, your values, and so on. Once you understand yourself, you will be far better equipped to address your investment and life needs."

A Wealth of Common Sense

Albert Einstein once said, "If you can't explain it to six-year-old, you don't understand it yourself." Ben Carlson (also author of a book fo the same name) started this blog with the idea that complex concepts don't require complex explanations. It's a great blog for a person who wants to learn about the markets but in an accessible and easy to understand format.

Still hungry for knowledge? I put client education first.