As we’ve kicked of the official start to summer, many of our clients and friends are looking for some great reading material that different than the New York Times list. Further, after our recent webinar with Marilyn Wechter, we asked her to share a few of her favorite books that explore families and their relationship with money that go a bit deeper than what we could cover in just an hour. Some we’ve highly recommended before and others are new.

Enjoy! If you have any questions about what you read or a book sparks a desire to dig deeper, have a conversation, or hold a family meeting to discuss the topic, we’re here to answer questions and facilitate conversations. That’s how families stay together and multi-generational wealth is both created and perpetuates itself. Open communication.

Here we go:

• The Thin Green Line – Paul Sullivan
• The Art of Spending Money – Morgan Housel (Bonus points if you also listen to Matt’s podcast episode here with Morgan)
• Wealth in Families – Charles Collier

Finally, as we continue to celebrate the 10th Anniversary of Odds On, please consider sending a copy (book, Kindle, or audiobook) to someone you are trying to help whether it be a family member or friend. I say “help” very intentionally because why else would you make any recommendation to anyone? You are simply trying to be helpful, and HIG is working to make it easy for you to show up in that role, because that spirit of helpfulness is one of the qualities we value most in our clients and friends of the firm. Request Odds On here.

We can’t wait to hear from you.

At some point, most people ask themselves if they’re actually okay financially. Not just in a down market, but on a random Thursday.

In reality, this questioning is normal behavior. However, there are some mental strategies available to deal with this that may be incredibly helpful in transforming not just knowing you’re okay from a rational perspective, but genuinely feeling and believing it.

We invite you to join us on May 14, 2026, at Noon CDT, for a live Zoom webinar with Marilyn Wechter, one of the country’s leading financial therapists and wealth counselors, about a framework for knowing where you stand despite the uncertainty going on in life and the world.

This is just another way to help our clients Take the Long View.

Please join us, reserve your spot here.

Carl Richards, a longtime friend of the firm and someone many of you know through our events, books, and conversations over the years, generously sent this video in honor of the 10th anniversary of Odds On. Carl’s endorsement was featured on the front cover of the book, and his encouragement has meant a great deal to us from the very beginning.

For newer readers, Carl is the creator of the Sketch Guy column and is widely known for his work helping people think more clearly about money, behavior, and what really matters. He is the author of several books, including The Behavior Gap and his newest release, Your Money, and he also hosts podcasts including Behavior Gap Radio and 50 Fires. We hope this video brings you the same joy it brought us, especially if Odds On has shaped your thinking in some meaningful way too. Carl has a new book released not long ago called Your Money, reach out to us if you’d like a copy.