Capital Planning

What they teach at Wharton about money. In plain English. For the rest of us. You're smart. You work hard. And yet somehow, money never quite adds up the way it should. Nobody taught you how it actually works, and the people who know aren't exactly rushing to explain it. Ben Franklin figured it out in 1758 and wrote it down. It took a Wharton MBA thirty years of real world mistakes to truly understand it. This book is where those two paths meet. The Way to Wealth is a step-by-step guide to the only wealth strategy open to everyone: save intelligently, invest patiently, and let time do the ...

“A delightful and fascinating book filled with insight and wit, which will make you think twice and cheer up.” — Steven Pinker In a bold and provocative interpretation of economic history, Matt Ridley, the New York Times-bestselling author of Genome and The Red Queen, makes the case for an...

A Founder’s Conversation with a Fractional CFO distills William McNarland’s 25 years in private equity and valuation into a founder-friendly series presented as direct Q&A. Each concise chapter opens with a single question he has fielded thousands of times from real founders, whether it is how to interpret unit economics, when to refresh a valuation, or what investors expect in a data room, and then delivers a practical answer you can apply in minutes. The format let's busy leaders jump straight to the topic that keeps them up at night without wading through theory, while the cumulative...

Step into the world of optimizing your finances with "The Tax Advantage"- a ticket to a smarter and more profitable approach to real estate investing. This compelling new ebook uncovers the intricate intersection between tax planning and real estate investments, laying the foundation for potentially skyrocketing your returns. From building your investment base to exploring various types of real estate and their corresponding tax implications, this virtual guide provides a comprehensive overview of how to make taxes work for you, not against you. You will navigate through the tax benefits of...

NEW YORK TIMES BESTSELLER Trump may be in office, but the Democrats have laid the groundwork for permanent power. While the Biden-Harris administration pub­licly stumbled and flailed, their bureaucrats and allies outside of government have been turn­ing Republican nightmares into dystopian...

Our cities are changing. Around the world, more and more money is being invested in buildings and land. Real estate is now a $217 trillion-dollar industry, worth 36 times the value of all the gold ever mined. It forms 60 percent of global assets, and one of the most powerful people in the world - the president of the United States - made his name as a landlord and developer.  

A Founder’s Conversation with a Fractional CFO distills William McNarland’s 25 years in private equity and valuation into a founder-friendly series presented as direct Q&A. Each concise chapter opens with a single question he has fielded thousands of times from real founders, whether it is how to interpret unit economics, when to refresh a valuation, or what investors expect in a data room, and then delivers a practical answer you can apply in minutes. The format let's busy leaders jump straight to the topic that keeps them up at night without wading through theory, while the cumulative...

NOW COMPLETELY UPDATED to reflect the changes in tax legislation, health insurance, and the new investment realities. In this “highly valuable resource” (Publishers Weekly, starred review) Quinn “provides simple, straightforward” (The New York Times) solutions to the universal retirement...

Read by the authors. “The rarest of business books, one that provides genuinely actionable counsel delivered without empty cliches.” – KIRKUS How many world-changing startups will fail because the founders and investors never figure out how to work together? Founder Elizabeth Zalman and...

A recent poll showed 43% of Americans think more socialism would be a good thing. What do these people not know? Socialism has killed millions, but it’s now the ideology du jour on American college campuses and among many leftists. Reintroduced by leaders such as Bernie Sanders and Alexandria...

Unleash the secrets to a financially savvy retirement with "Tax Savvy Retirement," the ultimate guide to mastering tax efficiency in your golden years. Imagine a future where your hard-earned savings work smarter, not harder, allowing you to enjoy the retirement of your dreams without the looming burden of unexpected tax hits. This comprehensive eBook delivers everything you need to know to navigate the intricate world of tax planning with confidence and ease. Dive into the foundational concepts of tax efficiency and early retirement planning, and learn how to make informed decisions about ...

In 1869, when the final spike was driven into the Transcontinental Railroad, few were prepared for its seismic aftershocks. Once a hodgepodge of short, squabbling lines, America’s railways soon exploded into a titanic industry helmed by a pageant of speculators, crooks, and visionaries. The...

“There's much to take in, and Madrigal's zeal gives the audiobook momentum.”—AudioFile This audiobook, written and read by Alexis Madrigal, reveals how understanding Oakland explains the modern world. In The Pacific Circuit, the award-winning journalist Alexis Madrigal sculpts an intricate...

Is your firm utilizing its human capital advantage? From determining your hiring needs, to crafting an effective job description, identifying and vetting top talent, to making the right compensation offer, Successful Hiring for Financial Planners is a straightforward guide that provides practical wisdom and real-world experience for how to effectively execute the hiring process for your first (or next) financial planning hire in your growing advisory firm.

Do you want to invest wisely and safely, but don’t know where to start? Would you like to build a portfolio that works for you without spending hours in front of the markets? The Trading Bible – Investing with ETFs is the ultimate guide for those who want to grow their capital easily and effectively through ETFs. Written by Dr. Vincenzo Petrarca, investment expert and founder of the Trading School, this practical guide is designed for both beginners and investors looking to optimize their strategies. With clear and accessible language, you will discover everything you need to invest in ...

A Time 100 Must-Read Book of 2020 A New York Times Book Review Editors' Choice California Book Award Silver Medal in Nonfiction Finalist for The New York Public Library Helen Bernstein Book Award for Excellence in Journalism Named a top 30 must-read Book of 2020 by the New York...

How much does it cost to start a coffee truck/van business? Why do you need to start a coffee truck business right away? The book is expected to be of immense value, unlike a guide you can allude to in many areas that waste your valuable time. I perceive that time is tight, yet if you read only one thought a few days for the following year and apply just a few of them, then you can't neglect to see an expansion in your benefits. In this book, you will discover how to make your dream come true by setting up your business, figuring out expenses and well-being security, purchasing the right ...

Stop Doing 1031 Exchanges the Hard Way & Minimize Capital Gains Impact Finally, everything you need to know about 1031 Exchanges with real world examples and case studies including how to get off the exchange treadmill and switch to passive investing without losing your tax advantages! Are you wondering if 1031 Exchanges are really right for me? In, The Complete Guide to 1031 Exchanges, Private Equity & DST, Lon Welsh, founder of Ironton Capital and Your Castle Real Estate, brings over two decades of experience as a landlord, commercial investor, and private equity fund manager. Sean Ross, ...

Every "AI money" book promises you financial freedom. This one tells you what actually works — and what doesn't. You've seen the hype. You've seen the headlines. Maybe you've even tried ChatGPT for a weekend, generated a few prompts, and wondered why the results looked nothing like the screenshots on social media. Here's the truth most authors in this space won't tell you: the AI money opportunity is real — but it's also crowded, full of landmines, and most "beginner guides" are written by people who have never built anything. Easy AI Money is different. It's written for people who ...

From ancient currency to Adam Smith, from the gold standard to shadow banking and the Great Recession: a sweeping historical epic that traces the development and evolution of one of humankind’s greatest inventions. What is money, and how does it work? In this tour de force of political...