Wednesday Reading List

ICYMI: Optimists Get Rich, Cynics Get Airtime – Cynics sound smarter, attract attention and get on TV, but human history has shown that optimism builds wealth. Sharing why that is and how to capitalize on what optimism can provide.


Our team’s latest has our Chief Operating Officer sharing tips to protect yourself online.

Four Tips to Keep You Safe Online This Holiday Shopping Season by Heritage Financial


Schwab strategists are out with two of their 2022 outlook pieces.

2022 Fixed Income Outlook: Rough Waters – stay cautious for now, reinvest into higher yielding and longer-term bonds when rates rise and learn about potential headwinds along the way

2022 Global Outlook: Slowing But Not Slow – optimism about growth, inflation, and supply chains as well as advice on what to watch out for and where to invest


“The biggest risk to an evolving system is that you become bogged down by experts from a world that no longer exists. The more evolution you have, the more you should expect that expertise has a shelf life.

Experts From A World That No Longer Exists by Morgan Housel


You may have dreamed of a tax-free retirement, but if you live in one of these states, your Social Security benefits may be subject to state taxes.

12 States That Tax Social Security Benefits by Rocky Mengle and Sandra Block


If Armageddon is one of your favorite movies – first off, you have great taste – and second here’s something you’ve been dying to know…

Whose job is it to prevent Armageddon? by Bryan Bender


A holiday reading list.

5 books I loved reading this year by Bill Gates


Interesting article looking at how crypto has impacted the housing market.

Bubblicious: Crypto Euphoria’s Emerging Impact on Housing by Rick Palacios, Jr.


Digging into crypto even further with a true believer.

A Crypto True Believer Makes His Case by Charlie Warzel


Looking forward to this documentary.

Know How the Beatles Ended? Peter Jackson May Change Your Mind. by Ben Sisario


“If there is a change in sentiment away from tech, it will take 42 percent of the market with it”

Investors Know They Own Too Much Tech. This Analysis Shows That It’s Worse Than They Think. by Julie Segal


Podcast Recommendation

The Future Is Going to Be Weird As Hell

The New York Times’s Kevin Roose joins the show to walk Derek through the metaverse, crypto, NFTs, and the maybe-BS or maybe-brilliant future of technology.