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Resources Executive Summaries (Wealth Tips)

Download and read our highly acclaimed, concise summaries of important writing on personal wealth management

Rusell Napier provides us a 'field guide' for bear markets. He shows the worst often precede the best times in history to invest.

For practical tips on how to "Bear Proof" your portfolio see also John Rothchild's collected insighted.

Dan Gardner helps us make smarter risk decisions and tackle the paradox between being the wealthiest, happiest and longest living, yet we live in fear

Burton Malkiel takes on his famous Random Walk through Wall Street

Jeremy Siegel tells us why we need Stocks for the Long Run

Much has been written about investing, but little about investment decision making - learn from what trustees of large funds (should) do.  

Smart people (do) make money mistakes and here is why

Chances of death and dread disease are laid out by Gratton (now deceased) and Fabrizio

Devil Take The Hindmost is a fascinating history of failed financial speculation - may it not be part of your investment history

The collapse of the LTCM hedge fund chronicled in When Genius Failed provides a timely insight into the risks associated with investing in complex vehicles

Professor Terrance Odean tells us what we would learn if we studied all the trades made by 10,000 online stock investors in Do Investors Trade Too Much?

How long your money in retirement lasts is influenced to an extent by luck according to Jim Otar. However, you can take steps to improve your chances.

Success at work (and its wealth reward) comes in part from success as a communicator. US trial lawyer Rob Sherman's 21 Laws of Speaking provides some tips that may help you.

William Davis' The Rich offers an interesting taxonomy of the world's ultra wealthy and a summary of the various habits of the "species"

David Swensen has steered the US$18b Yale endowment fund beating all similar funds - Pioneering Portfolio Management shares his approach and explains why Harvard's president said "we wish David Swensen would find a new job" 

About a quarter of Australians, Britons and Americans report trading lifestyle off against earned income. The Australian Institute's detailed study of Downshifting offers tips to those contemplating their own change.

Chicken Soup for the wallet? One Minute Millionaire by Mark Victor Hansen and co-author offers some Get Rich Quicker ideas for the entrepreneurially minded

Fooled by Randomness reminds us that luck plays a bigger part in life, business and investment then we are wired to think

Daniel Pink in Free Agent Nation proposes an alternative career model that may suit "transitional-retiring" professionals, working parents and Generation Y.

In Search of Un-excellence compares investment returns from portfolios made using Peters and Waterman's In Search of Excellence methodology (best and the worst companies). You will be surprised which companies made better investments.

Practical job and career changing ideas are offered by Richard Bolles in his updated classic What Color is Your Parachute

Joe Dominguez and Vicki Robin in Your Money or Your Life may help you become financially independent (and stop "making a dying", not a living at work).

Jack Bogle offers some pointed views on how investors in America are losing a fair share of their investment return to executives, institutions and mutual fund managers in The Battle for the Soul of Capitalism.

To help you keep you focused on what creates personal wealth and happiness, we summarise suggestions for how to create time - a habit of successful people.

In art appreciation we look at thirty year trends in Australian art pricing.

If you think that all you do is go to work to afford things that you never have time to enjoy, you may infected by Affluenza. Know its symptoms, causes and cure.

Investment tips for Generation X and Y investors are colourfully described in Scott Pape's the barefoot investor.

Dr Thomas Stanley shares insights about the wealthy in The Millionaire Next Door, and Millionaire Women Next Door.

Experienced investors offer a Wealth of Experience in this book by Vanguard's Jeremy Duffield and Robin Bowerman.

Three investigators probe the mind of the Millionaire in Millionaire Minds.

Robert Kiyosaki advises what Rich Dads teach their children about investing.

Bernstein tells us what science, not marketing, teaches us about investing in his Four Pillars of Investing.

Koch wants you to have more by doing less... learn how in Living the 80/20 Way

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Downloads  

PW Investment decision making - PW Investment Decision Making.pdf (89k)
PW When Genius Failed - PW When Genius Failed.pdf (93k)
PW Do Investors Trade Too Much - PW Do Investors Trade Too Much.pdf (131k)
PW Laws of Speaking - PW Laws of Speaking.pdf (98k)
PW Volatility and retirement funding - PW Retirement funding variability.pdf (154k)
PW The Rich - PW The Rich.pdf (97k)
PW Pioneering Portfolio Mgmt - PW Pioneering Portfolio Management.pdf (150k)
PW Downshifting - PW Downshifting.pdf (95k)
PW One Minute Millionaire - PW One Minute Millionaire.pdf (147k)
PW Fooled by Randomness - PW Fooled by randomness.pdf (163k)
Free Agent Nation - PW Free Agent Nation.pdf (147k)
In Search of Unexcellence - PW In Search of Unexcellence.pdf (117k)
PW What Color is Your Parachute - PW What Color is your Parachute.pdf (116k)
Your Money or Your Life - PW Your Money or Your Life.pdf (107k)
Soul of Capitalism - PW Soul of Capitalism.pdf (189k)
Creating Time - PW Creating Time.pdf (215k)
Art Appreciation - PW Art Appreciation.pdf (134k)
Affluenza - PW Affluenza.pdf (222k)
the barefoot investor - PW barefoot investor.pdf (146k)
Wealth of Experience - PW Wealth of Experience.pdf (140k)
Millionarie Mind -PW Exec Smmy - PW Millionaire Minds.pdf (97k)
Rich Dad, Poor Dad -PW Exec Smmy - PW Rich Dad Poor Dad.pdf (181k)
Four Pillars of Investing - PW Four Pillars of Investing.pdf (166k)
PW Living the 80-20 way - PW Living the 80-20 Way.pdf (113k)
PW Devil take the hindmost - PW Devil Take the Hindmost.pdf (110k)
PW Dread disease and death - PW Dread disease and death.pdf (87k)
PW Smart money mistakes - PW Smart people money mistakes.pdf (113k)
PW Random Walk - PW Random Walk.pdf (91k)
ER Risk - science and politics of fear - PW Risk - science and politics of fear.pdf (105k)
PW Anatomy of a bear - PW Anatomy of the Bear.pdf (132k)
PW Bear Market Investing - PW Ferocious Markets.pdf (123k)
PW Stocks for the long run - PW Stocks for the long run.pdf (162k)