The Summer Thinking List 2016

Screen Shot 2016-06-23 at 3.14.33 PM

Welcome to The Summer Thinking List for 2016!

Last summer, rather than offering the world another reading list*, I thought it would be more helpful to offer a list of things to think about. Ideas to help people prepare for the back-end of the year. It was one of my most popular posts of the year.

This year’s edition is split into two lists: one for advisors, and one for investors. The theme of the Investor version is “Am I prepared for retirement?” and is very different from the Advisor version. Advisors are encouraged to share the Investor’s List with clients and prospects. Both versions are available as PDFs. (The PDF versions do not include the hyperlinked resources you will find  in the online versions.)

The Summer Thinking List is not a test! The questions are intended to be thought-provoking, to help identify the 4 or 5 most important items to work on in the second half of the year.

Personalized versions are available as well as coaching on any of the points covered. See my Consulting page for additional information.


* Investing classics that are truly classics need to be read–and not just left for summer. So I do have recommended reading list, but it doesn’t change very much from one year or season to the next unless there is something truly worthy of being added. And anyway, I don’t know about you, but summer reading to me is Dirk Pitt, Ken Follett or Robert Ludlum. Maybe with a little Richard Feynman or George Weigel thrown in.


Photo of Lake Winnipesaukee by the author. It looks pretty darn nice, doesn’t it?

The Summer Thinking List 2016
The opinions expressed and the information contained herein is based on sources believed to be reliable, but its accuracy or appropriateness is not guaranteed. Past performance is interesting but is not a guarantee of future results. The author does not provide investment, tax, legal or accounting advice. Nothing in here should be construed as an investment recommendation. Investors should consult with their own advisor and fully understand their own situation when considering changes to their strategy, tactics or individual investments. Investments in bonds are subject to gains/losses based on the level of interest rates, market conditions and credit quality of the issuer. Additional information available upon request.
©2016 Patrick F. Luby
All Rights Reserved.