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  • Writer's pictureGeoff Wells

February 2023 Curated Readings List

We invest a significant amount of time reading and staying up-to-date on market movements, regulation changes, and actionable financial planning strategies. The following is a list of recent articles we believe you might find interesting:


Rich Customers Pull Money From Banks Offering Paltry Interest Rates - WSJ

Your 401(k) Isn’t Enough: To Invest for Retirement, Build Friendships and Hobbies - WSJ

Market Review 2022: After a Down Year, Looking to the Past as a Guide - Dimensional Funds

The Art and Science of Spending Money - Morgan Housel

Risk and Regret - Morgan Housel

Interrupted - Time Is Slippery. Don't Waste Yours. - Joy Lere

How To Focus Like It's 1990 - NYTimes

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