100 books like Chuck Jaffe's Lifetime Guide To Mutual Funds

I love helping people save money in creative ways, build wealth, and gain financial freedom. Thankfully, my Dad taught me how to budget when I was 12 years old. My accounting professor used a ski lift as a way to analyze business profitability. I could visualize that! At Citibank, I found that people were overwhelmed with their finances and Wall Street was confusing. I’m a CPA and MBA in Finance. I love writing, sharing examples, and finding straightforward ways to help people save money and build wealth. These experiences showed me how to make my money work for me. I show you how to make your money work for you!

When I was growing up, I saw family members and friends, who were otherwise smart people who could master other aspects of their lives, have difficulty with personal finance decisions and investing. When my dad was laid off during a recession, he had some retirement money distributed to him, and I got interested in investing as he researched and tried with difficulty to handle this money himself. In my young adult years, I was a sponge to learn as much as I could about personal finance. 

I love helping people save money in creative ways, build wealth, and gain financial freedom. Thankfully, my Dad taught me how to budget when I was 12 years old. My accounting professor used a ski lift as a way to analyze business profitability. I could visualize that! At Citibank, I found that people were overwhelmed with their finances and Wall Street was confusing. I’m a CPA and MBA in Finance. I love writing, sharing examples, and finding straightforward ways to help people save money and build wealth. These experiences showed me how to make my money work for me. I show you how to make your money work for you!

I love helping people save money in creative ways, build wealth, and gain financial freedom. Thankfully, my Dad taught me how to budget when I was 12 years old. My accounting professor used a ski lift as a way to analyze business profitability. I could visualize that! At Citibank, I found that people were overwhelmed with their finances and Wall Street was confusing. I’m a CPA and MBA in Finance. I love writing, sharing examples, and finding straightforward ways to help people save money and build wealth. These experiences showed me how to make my money work for me. I show you how to make your money work for you!

In my first year as an undergraduate in computer science at the University of Illinois, I took two classes that set the course for my 54-year career (6 years at TRW Systems aerospace firm, and 48 years teaching at Harvard and Princeton Universities): 1) introduction to optimization, and 2) computer algorithms. These topics continue to fascinate me, especially as they relate to improving investment performance via modern optimization technology and data sciences. Optimization plays a critical role in many domains, including supply chains, quantitative finance, and machine learning algorithms. Everyone interested in improving performance ought to understand the successful uses of this proven technology.

I’m a money manager for high-net-worth individuals. During my Wall Street years, I was ranked number one in my category in the Institutional Investor All America Research Survey for nine consecutive years. The CFA Society New York presented me its Ben Graham Award in 2017. I’ve served as a governor of the CFA Institute and consultant to the Federal Reserve Board of Governors. My writings have appeared in the Wall Street Journal, Barron’s, the Financial Times, and various scholarly journals. I live in New York City with my wife, musicologist Elaine Sisman. We have two children and five grandchildren.

I am a writer and financial wellness coach, and I am on a mission to help women like you become more confident and capable with money. Previously, I was an award-winning business and financial journalist with The New York Times, Business Week, and CNBC, and I have a graduate business degree from a top university. Even with all that, though, it took me years to build healthy personal financial habits and start using my money to achieve my life goals—so I understand the pain of financial stress and self-blame. I wrote my book to help you find an easier path to financial wellness and empowerment.

I'm very passionate about teaching children's financial literacy and business because with social media, it's easy for children to get caught up in the flashy and shiny materialist things. I like to teach kids about business and how to use the mistakes in business to scale and grow. I have expertise in this area as I've written three books, taught financial literacy & business at schools, and own a few different businesses. After I graduated college, I was thrown into the 'real world' with a good job and learned my lessons the hard way by spending too much money on things that did not matter. Hence my passion to want to help The Misguided.

I'm very passionate about teaching children's financial literacy and business because with social media, it's easy for children to get caught up in the flashy and shiny materialist things. I like to teach kids about business and how to use the mistakes in business to scale and grow. I have expertise in this area as I've written three books, taught financial literacy & business at schools, and own a few different businesses. After I graduated college, I was thrown into the 'real world' with a good job and learned my lessons the hard way by spending too much money on things that did not matter. Hence my passion to want to help The Misguided.

I joined the U.S. Marine Corps in 2008 and by 2015 I was a Sergeant who had made all the same financial decisions most service members make…tattoos, alcohol, cars, chasing tail, etc., and had a negative net worth to show for it. Then I read Rich Dad Poor Dad and the light came on. I started buying houses, and by 2021 I exited the military as a financially free millionaire and spend my time helping service members and veterans learn how to build wealth. The military is one of the best places to set yourself up for success, and these books will help you get started on that journey!