Book Reviews and Recommended Reading

Authors: Donald L. Blanton & Dr. CW Copeland

This book covers very important financial concepts that help you clearly understand how to grow your money and control your financial future. Once you truly understand these basic principles you will be able to create wealth as you live stress-free and financially independent. I use the Personal Economic Model to give my clients a visual representation of their personal financial situation. They’re able to see what’s happening using the P.E.M. tanks graphic, or charts and graphs, or in a spreadsheet if they want. Read the book and feel free to contact me with any questions or comments!

Author: Phil Town

I’m not a fan of putting a lot of money at risk hoping for a win. “Playing” the stock market like you’re playing games of chance in Vegas never made any good sense to me. This book is an introduction to a sensible strategy for successful investing. I wouldn’t count on it only taking 15 minutes a week though. As I build my portfolio, I will definitely use the 4 Pillars: Meaning, Moat, Management, and Margin of Safety.