RESOURCES

DIY Financial Advisor is a great book for investors who are considering managing their own portfolio or for professional investment advisors. It presents a great system- one that is accessible to those with time and interest, but it is still somewhat technical and complex.Whether an individual decides to self-implement this strategy or to hire an advisor, this book arms investors with knowledge of what pitfalls to avoid and a robust, evidence-based approach to investing.

“A meaningful life is not a matter of speed or efficiency. It’s much more a matter of what you do and why you do it than how fast you get it done.” We can stop trying to do more faster and instead focus on the few things that will bring about results we really care about. We go from managing ourselves and others to leading. We change our mentality from trying to rush around covering all of our responsibilities to living an integrated life.