Investing Related Topics 
The Big Picture
MARCH 18, 2025
The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. That insight greatly simplified my task of making the book both fun to read and helpful for anyone interested in investing.
Nerd's Eye View
JANUARY 7, 2025
Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Krull.
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The Big Picture
NOVEMBER 18, 2024
I submitted the final manuscript for my new book, How Not to Invest , last week. It’s not easy to distill your entire investing philosophy into a single work. My trick was to sneak in the investing lesson by showing some really bad outcomes—not only in finance but in many other fields. What do you include? What do you leave out?
Nerd's Eye View
DECEMBER 9, 2024
But by involving non-owners in decision-making, offering clear career paths for continued growth within the firm, and linking staff contributions to firm-wide goals, firms can create a cycle that rewards emotional ownership and encourages further investment in the firm’s long-term success.
Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth
In today’s market, we have seen people make major career decisions and blindly dive into investing to make this goal more achievable. Creating generational wealth has moved to the forefront of everyone’s mind.
The Big Picture
DECEMBER 30, 2024
He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Investment capital becomes a perishable commodity if not handled properly. Be serious.
The Big Picture
FEBRUARY 25, 2025
The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.
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