Recommended resources

Resources that we believe are worth your time.

  1. The Missing Billionaires: A Guide to Better Financial Decisions
    Victor Haghani and James White (2023)
    https://elmwealth.com/book/
  1. Lifetime Financial Advice: A Personalized Optimal Multilevel Approach
    Idzorek, T. M., & Kaplan, P. D. (2024). CFA Institute Research Foundation.
    https://rpc.cfainstitute.org/research/foundation/2024/lifetime-financial-advice-a-personalized-optimal-multilevel-approach
    (Free PDF available for download)
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