1. Martha Shedden, president of the National Association of Registered Social Security Analysts Shedden said she had just finished reading
A Gentleman in Moscow,
The Last Green Valley and
The Four Winds. “I enjoy historical fiction for its perspective and my continued education about the world,” Shedden said On a lighter note, she was currently reading
Project Hail Mary, and had just finished and enjoyed
The Guernsey Literary and Potato Peel Pie Society.
2. Christine Benz, director of personal finance and retirement planning for Morningstar Benz said she had just finished reading David Chang’s
Eat a Peach. Benz noted that Chang is the chef behind the Momofuku line of restaurants. “The book is about his life in the restaurant industry and his struggle with bipolar disorder. He’s self-deprecating and hilarious.”
Benz’s latest work-related book was Zachary Karabell’s
Inside Money, a history of Brown Brothers Harriman. “We interviewed Zach for the Long View podcast and he’s a terrific writer; the book weaves in a lot of U.S. history,” she said.
3. Liz Ann Sonders, chief investment strategist at Charles Schwab Asked what book she was currently reading and why, Sonders said, “I’m taking creative license here: listening to the “End Game” series of podcasts hosted by Grant Williams and Bill Fleckenstein about what the future holds in light of the unprecedented monetary/fiscal policy and government debt added to the global economy since the financial crisis in 2008.”
4. Steve Scanlon, head of individual retirement for Equitable Scanlon said he had just finished
Grant on the Audible app, a biography on Ulysses S. Grant. “I was fascinated by it,” Scanlon said.
5. Ric Edelman, chairman of financial education and client experience at Edelman Financial Engines Edelman bullet-pointed the books he was reading, and explained why:
Remember: The Science of Memory and The Art of Forgetting — “It’s relevant to our work on Alzheimer’s disease.”
Cyber Republic: Reinventing Democracy in the Age of Intelligent Machines — Technology is changing every aspect of life on our planet. The more we understand this, the more we can serve others.
Metabolical: The Lure and the Lies of Processed Food, Nutrition and Modern Medicine — “Wealth and health are closely linked; we must be knowledgeable about both subjects.”
Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance — “It furthers my knowledge of exponential technologies and how they are reshaping life on our planet.”
Archives of the Universe: A Treasury of Astronomy’s Historic Works of Discovery — “I have a great interest in the history of astronomy, the world’s oldest science.”
The Autobiography and Andrew Carnegie and his essay, “The Gospel of Wealth” — “The world’s richest man led the way to a philanthropic life.”
Man’s Search for Meaning — “It’s relevance is self-evident.”
6. David Blanchett, managing director and head of retirement research at QMA Blanchett said he was reading
Antifragile by Nassim Taleb. Why? “He’s one of my favorite authors. I love the general message that by trying to make things too safe we can actually make them more dangerous.”
7. Marcia Mantell, founder and president of Mantell Retirement Consulting Inc. Mantell said her husband recently attended a lecture by Yale professor and author Mark Peterson, and afterward surprised her with a signed copy of Peterson’s new book,
The City-State of Boston: The Rise and Fall of an Atlantic Power, 1630 – 1865.
“Thanks to my ancestry work, I am rather obsessed these days with the earliest colonial American history,” Mantell said. “And I am woefully aware how little I really know about our real history. Living between Boston and Plymouth affords me an up-close and personal look at where this great experiment started.”
8. Michael Finke, professor and Frank M. Engle chair of economic security research at The American College of Financial Services Finke said he had just finished reading
In Pursuit of the Perfect Portfolio by Andrew Lo. “It’s a must-read about the history of modern finance and a deep dive into how academics think about investing,” Finke said.
Finke noted that the new research in culture and human evolution may be the most important new field of science today. “Books like
The Secret of Our Success by Joseph Henrich will completely change your perspective on human behavior.”
9. Maryellen Coggins, managing director for risk and capital management services at PwC Coggins recently read
Braiding Sweetgrass by Robin Wall Kimmerer. “It’s a beautiful book describing Indigenous culture and wisdom that reminds us about our relationship with the land and all of its inhabitants,” Coggins said.
(Photo: American Academy of Actuaries)
10. Lindsay Hans, division executive for the Mid Atlantic Division of Merrill Lynch Wealth Management An earlier book by Greg Boyle brought Hans to the author’s more recent
Barking to the Choir: The Power of Radical Kinship. “I loved his first book,
Tattoos on the Heart,” Hans said. “There are so many lessons in these books about the power of compassion and kinship.”
11. Chris Blunt, president and CEO of F&G Annuities & Life Blunt said he had recently finished reading
Beneath a Scarlet Sky by Mark Sullivan (“a great story you can’t believe is true”). He also read
Essentialism by Greg McKeown, “because we’re all struggling with how to optimize our time these days, for both personal and professional reasons.”
(Photo: American College)