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.

Personal finance advice reaches most people through magazines, TV, bestsellers, podcasts, and radio, not through academic researchers.

In this episode of The Behavioral Divide, Professor Hal Hershfield talks with Yale finance professor James Choi about what he found after analyzing the 50 most popular personal finance books. They discuss where the books get it right, where they diverge from the evidence, and which academic findings could meaningfully strengthen real-world advice.

This podcast is a clear reminder to stay grounded in what the data supports, especially when the loudest guidance is often the easiest to oversimplify. Looking for additional research? Reach out to us to talk more about this. 

If you’re traveling this Thanksgiving and want something both smart and calming to listen to, we have a great pick. Investing 101 – It’s a short, clear episode from the Rational Reminder podcast, which highlights the same evidence-based investing principles we believe in.

In the episode, hosts Ben Felix, Dan Bortolotti, and Ben Wilson revisit the research-backed ideas that support a disciplined investing experience: owning markets instead of trying to time them, staying globally diversified, keeping costs low, and maintaining focus amid market noise.

We’re sharing it because even the most experienced long-view investors benefit from revisiting these fundamentals, especially during a season that’s often busy and hectic, yet ultimately about gratitude and perspective.

Pop in your headphones, take a walk, or queue it up on your flight home, and share it with a friend. It’s 40 minutes well spent.

As this season of gathering kicks off, if someone you care about could benefit from our approach, give us a call or email us here.

Listen here