The Summer Thinking List 2016
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.)
- Go to the Summer Thinking List for Advisors or open the PDF version.
- Go to the Summer Thinking List for Investors or open the PDF version.
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?
Income Investor Perspectives 