Books

The Ultimate Dividend Playbook: Income, Insight, and Independence for Today's Investor

Author: Josh Peters, CFA

In The Ultimate Dividend Playbook, Josh Peters, editor of the Morningstar DividendInvestor newsletter, explains how dividend-paying stocks can be a reliable path to building wealth. Instead of trying to beat the market through risky bets, he emphasizes the power of consistent dividend income and long-term investing. This book provides a strategic framework for identifying high-quality dividend stocks and managing a portfolio for both income and growth.

My Favorite Quote: “Wall Street has an army of professionals determined to make investing seem like rocket science.”

The Millionaire Fastlane: Crack the Code to Wealth and Live Rich for a Lifetime

Author: MJ DeMarco

Discover a simple and exciting path to building wealth that breaks away from the usual advice: "get a job, save for decades, and retire at 65." In The Millionaire Fastlane, MJ DeMarco shows how you can escape the trap of financial struggle by using smart, practical strategies. He explains how entrepreneurship and wise investments can help you create real wealth, fast enough to enjoy it while you're still young. This book is your guide to breaking free from ordinary money plans and creating a life of financial freedom and success.

Warren Buffett and the Interpretation of Financial Statements: The Search for the Company with a Durable Competitive Advantage

Author: Mary Buffett & David Clark

In Warren Buffett and the Interpretation of Financial Statements, Mary Buffett and David Clark offer an insightful guide to understanding financial statements through the lens of Buffett's investment principles. The book simplifies complex accounting concepts and illustrates how to identify companies with durable competitive advantages. It's a must-read for both novice investors and seasoned professionals looking to sharpen their financial analysis skills.

Atomic Habits: Tiny Changes, Remarkable Results

Author: James Clear

In Atomic Habits, James Clear provides a practical guide to forming good habits, breaking bad ones, and mastering the tiny behaviors that lead to remarkable results. Through a blend of scientific research and real-world examples, Clear demonstrates how small changes can compound over time to create meaningful improvement in various aspects of life. This book is packed with actionable insights on how to redesign your environment and mindset to make success inevitable.

My Favorite Quote: “If you want to master a habit, the key is to start with repetition, not perfection.”

Only the Best Will Do: The Compelling Case for Investing in Quality Growth Businesses

Author: Peter Seilern

In Only the Best Will Do, Peter Seilern unveils the art of quality growth investing, demonstrating how to identify companies that deliver consistent growth over the long term. This approach shows that quality growth stocks can be safer than traditional investments and can offer the best long-term returns.

I wrote an article about his ten golden rules on selecting quality growth stocks. Check it out here!

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Author: Morgan Housel

The Psychology of Money explores the strange ways we think about money and how personal history, biases, and individual worldviews impact our financial decisions.

I wrote an article about a story found in this book that really explains how your financial choices impact your life. Check it out here!

My Favorite Quote: “Spending money to show people how much you have is the fastest way to have less money.”