June 2018

FinancialPlanning – Kick back, relax, get smart: A financially savvy summer reading list

The Triple Package: How Three Unlikely Traits Explain the Rise and Fall of Cultural Groups in America by Amy Chua and Jed Rubenfeld
Recommended by Rob Mooney, chief executive officer of Snowden Lane Partners

“As people increasingly question the ‘achievability’ of the American dream, Chua and Rubenfeld put forward a theory about why various cultural groups in the US have and continue to achieve it … and why some have lost their way. A valuable set of considerations for any financial advisor in understanding potential clients and even their own scope of achievement.”

 

Grant by Ron Chernow
Recommended by Rob Mooney, chief executive officer of Snowden Lane Partners

“A convincing read and useful perspective for anyone interested in a thorough analysis of a somewhat maligned historical figure who was, in fact, one of the most competent military men in American history. Also, an inspiration for anyone over 40 who wonders if there is still time for great success.”

 

On China by Henry Kissinger
Recommended by Rob Mooney, chief executive officer of Snowden Lane Partners

“Given the dramatic geopolitical shifts currently underway in Asia, a useful read for any financial advisor active in international markets and seeking to better understand China and the U.S.’s likely roles int he unfolding global landscape.”

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