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RESOURCES

Welcome to the Resource Blog! 


Stay informed with the latest updates from the Rothman Investment Management team and explore articles and resources to support your financial journey.

Book Review: Investing Amid Low Expected Returns Thumbnail

Book Review: Investing Amid Low Expected Returns

The best predictor of an investment’s long-term return is its current yield – for fixed income that’s the effective interest rate and for stocks it’s the earnings yield. As of September 2021, both were lower than they had been in over a century. Ilmanen notes that after four decades of very good investment returns, investors have come to expect higher than normal returns instead of the lower than normal expected returns corresponding to today’s price levels.

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2024 Reading Review Thumbnail

2024 Reading Review

Favorite books read in 2024: Supercommunicators, Atomic Habits, Take the Stairs, Verbal Judo, Dollars and Sense, Nudge: The Final Edition, Give and Take, Masters of the Air and more...

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Book Review: Misbehaving Thumbnail

Book Review: Misbehaving

This fun read was Richard Thaler’s account of his both his own journey and how behavioral economics started as a fringe movement and ended up being widely accepted as more explanatory of how decisions are made in the real world than classical economics.

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Book Review: The Smartest Investment Book You’ll Ever Read by Dan Solin Thumbnail

Book Review: The Smartest Investment Book You’ll Ever Read by Dan Solin

This book was a pretty easy read, though at times it felt like a rant and was redundant. On the positive side, he calls out that many investors are not being well served by their brokers or advisors. Many people, especially with very simple financial situations may be able to take care of their own investing needs. He rightly calls out so-called advisors who are actually sales people and who don’t work under the fiduciary standard, which requires working in their clients’ best interests. He sheds light on how hard it is to pick stocks or to time the market, and how much time and money is wasted in this endeavor.

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Book Review: 10x is Easier Than 2x Thumbnail

Book Review: 10x is Easier Than 2x

“If you’re serious about 10x, then freedom is the language and operating system that will get you there. Your own freedom as well as the freedom of everyone else who joins you on your 10x adventure.”

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