Financial Success: for Women by Women

A Guide to many of the key financial issues women face, Financial Success for Women by Women offers knowledge and strategies to help build financial intelligence and confidence. Women often face unique challenges and can approach financial planning differently. This book, co-authored by 27 successful women who are leaders in each of their areas of financial expertise, covers a wide range of financial topics from a female perspective. We particularly recommend chapter 15, authored by our very own Sonia LeRoy, Responsible Investing: Align Your Money with Your Values. The chapter offers an introduction to responsible investing and a framework for understanding how to approach this growing and complex space that offers so much potential for positive change.

Recommended by Senior Wealth Advisor, Sonia LeRoy

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Rich Dad, Poor Dad

"Rich Dad, Poor Dad" is a personal finance book written by Robert Kiyosaki, which has been widely popular since its publication in 1997. The book contrasts the financial education and philosophies of two different father figures: the author's biological father, referred to as "poor dad," who had a traditional approach to money and a wealthy friend of the family, referred to as "rich dad," who had a more unconventional approach. The book advocates the importance of financial literacy and independence, as well as the value of investing in assets, real estate, and businesses to build wealth. Kiyosaki emphasizes the need to increase one's financial intelligence and to understand the difference between assets and liabilities. While the book has received criticism for its sometimes oversimplified advice and the controversy surrounding the author's personal finances, it has also had a positive impact on many readers. "Rich Dad, Poor Dad" has helped many people to rethink their relationship with money and to take steps towards financial freedom. Overall, "Rich Dad, Poor Dad" is a book worth reading for anyone looking to improve their financial literacy and to gain a better understanding of how money can work for them. However, it is important to approach the advice in the book critically and to seek out additional resources and information to make informed financial decisions.

Recommended by Wealth Advisor, Adrian LeRoy.


The Psychology of Money

Doing well with money isn't necessarily about what you know, or even how much you have to invest. It's about how you behave, and behavior is hard to teach. Investing and personal finance is typically taught, –when they are taught at all– as a math based field, where data and formulas tell us what to do. But in the real world people don't make financial decisions on a spreadsheet: they make them at the dinner table. In The Psychology of Money, author Morgan Housel shares short stories that explore the strange ways people think about money and teaches how to make better sense of one of life's most important topics. Read this book if you want to understand your own relationship with money well and make better financial decisions.

Recommended by Responsible Investing Literacy Coordinator, Rowan Hughes


The Laws of Wealth

In “The Laws of Wealth” psychologist and behavioural finance expert Dr. Daniel Crosby, offers advice to ensure sound decision making in the upside-down world of investing. Crosby acknowledges the Inextricable link between one's emotions and personal finances and addresses how to mitigate the negative toll fear, greed, and social pressures can take on our portfolio and peace of mind. He suggests investors adopt a contrarian approach to investing. Refuse to allow your emotions get the best of you, if something seems too good to be true: it probably is. Crosby reminds us that trouble is opportunity and provides a roadmap for how to conduct yourself when the world panics. Ships don't sink because of the water around them; they sink because of the water that gets in them. For tips on how to keep the water out, read this book.

Recommended by Research and Analytics Associate, Robbie Hughes