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We have many avid readers on our team, and try to share their favorites with an updated reading list from time to time. Even though the holidays are a busy time for most, for those with a little extra time before the New Year, we’re listing some staff favorites, both in the finance world and beyond. You can follow the links in each title to see more information on the book at Amazon.com. Enjoy!

crazy good advice

“Crazy Good Advice: 10 Lessons Learned from 150 Leading Social Entrepreneurs” by Tony Loyd

Tony Loyd, host of the radio show “Social Entrepreneur”, interviewed 150 social entrepreneurs for this book, condensing lessons learned from them into actionable advice on how to bring meaning to your everyday work. I really enjoyed learning about new ways businesses are tackling social issues at the grassroots level.  Taking on the mindset of being profitable but also socially responsible is very exciting to me and I think it really speaks to my generation.  We know there are problems out there, finally people are just taking on the challenges themselves instead of just hoping big businesses or non-profits will do it.

Holiday Reading List extreme ownership jocko willink leif babin

“Extreme Ownership” by Jocko Willink and Leif Babin

Recommended by Chris Owens, CFP®, Senior Advisor Associate

Extreme Ownership: How U.S. Navy SEALs Lead and Win, is written by two U.S. Navy Seal officers who led the most highly decorated special operations unit of the Iraq War. In the book, the demonstrate how to apply powerful leadership principles from the battlefield to business and life. I was able to apply the lessons here to multiple facets of my life. The book avoided a lot of the typical clichés you hear in leadership books, sticking to actual lessons learned in the most brutal environment imaginable.

 Holiday Reading List mastering the market cycle howard marks

“Mastering the Market Cycle” by Howard Marks

Recommended by John Wolff, CFP®, AIF®, CLU, ChFC, Managing Director

In Mastering the Market Cycle, Howard Marks discusses the phenomenon of market cycles, what causes their rise and fall, and the notion of “getting the odds on your side”.  According to Marks, knowing where we currently stand with regard to the economic cycle and the market cycle can give us a better idea of what lies ahead. Exploring past factors, including economics, markets, and companies, as well as human psychology, the book explores what history can tell us about the future.

As an investment professional, I can equivocally say that my colleagues and I urge our clients to avoid timing the market, but there is still a fascination with what makes markets move. A great read, even for non-investment geeks, Marks is very eloquent in exploring what has impacted markets in the past.

Holiday Reading List Factfulness_Hans_Rosling

“Factfulness: Ten Reasons We’re Wrong About the World – and Why Things are Better than you Think” by Hans Rosling

Factfulness describes itself as a book about “the world and how it really is”. I recently read this book, and I believe it is an essential read for anyone on earth (Bill Gates thinks so too).  Hans Rosling is well-known for his influential Ted Talks, and has expanded on his talks through this book.  It is an enlightening look at real global data and how we truly are living in a world much better than most currently believe.  Its quick – less than 300 pages – and well worth the time to understand our world through our new perspective.


If you’re looking for more recommendations from our team and missed our summer reading list from a few months ago, you can find it here.



Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors, LP cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use. © 2019 Wealthspire Advisors

Jill Cockerham

Jill is director of marketing & communications for Wealthspire, and is based in our Potomac, Maryland office.