Wednesday Reading List

ICYMI: I’m Hosting a Sustainable Investing Webinar – On June 2nd at 2:00 p.m. EST, I’ll be co-hosting a sustainable investing webinar with Isabelle Williams of Dimensional Fund Advisors, one of the leading money managers in sustainable investing thought leadership.


Our team shares way to protect yourself online.

Are You Doing These Simple Things to Protect Yourself From Cyberattacks? by Heritage Financial


“This is the 10th time since 2017 that Bitcoin was at an all-time high and then fell 30%.”

Bitcoin is Crashing. This is What it Does by Michael Batnick


“Value’s pain should eventually be rewarded just like it was in the period after 1999, when finally the performance and valuation disparity turned. Fundamentals started mattering and the market began rationally pricing assets. For a 7-year period after 1999, Value went on to trounce Growth by over 14% annually.”

Value’s Turn: Eerie Parallels To 1999 by GMO’s Asset Allocation Team


The host of The Art of Happiness podcast shares actionable steps to build the life you want right now.

A Once-in-a-Lifetime Chance to Start Over by Arthur Brooks


Breaking down the components of ESG investing and their performance. Governance matters most in the short-term, while environmental and social matter more in the long run.

Deconstructing ESG Ratings Performance: Risk and Return for E, S, and G by Time Horizon, Sector, and Weighting by Tommi Johnsen


In-depth discussion on a safe retirement withdrawal rate.

Wondering About Withdrawal Rates? by Christine Benz


Book Recommendation

Black Flags: The Rise of ISIS by Joby Warrick

2016 Pulitzer Prize winner for General Nonfiction. “In a thrilling dramatic narrative, awarded the 2016 Pulitzer Prize for General Nonfiction, Joby Warrick traces how the strain of militant Islam behind ISIS first arose in a remote Jordanian prison and spread with the unwitting aid of two American presidents.