#BLUFFbooks 📚 — “Trillions” (p. 2021) by Robin Wigglesworth:

Subtitle: "How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever"

Big Ideas Below: ⬇️

💡1. Tell Me What You Quant… (Bill Sharpe, Wells Fargo & the origin of index investing for institutional clients). 🧮 📈 🏦

💡2. Bogle Me This… (Jack Bogle, Jack Brennan, and low fee retail index investing for average joe) ⚓️👷🏼‍♂️📈

💡3. Along Came a SPDR… (Nathan Most, the American Exchange, the Toronto exchange, and the birth of the ETF). 🕷️🇨🇦📦📈

💡4. Getting it Dunn (Patricia Dunn, WFIA, BGI, and iShares making a diverse and vibrant market for ETFs). 🌎📦📦📈

#BLUFFbooks 📚 — "A Financial Declaration of Financial Independence" (p. 2008) by Josh Gilliam, CKA

Subtitle: "Life, Liberty, and the Pursuit of Holiness"

Big Ideas Below: ⬇️

💡1. I Volunteer as Tribute! (We let shopping malls extort us worse than the British ever did). 💳👑 What is the "crown" of popular culture?

💡2. Chasing the Dragon (We crave ever-greater quantity/variety of stuff to achieve ephemeral happiness). 🐲💉. We cannot defy natural law indefinitely by trying to substitute physical stuff for spiritual meaning) 🎣💕

💡3. "Yes Officer, My Virtue Signal Is Broken" (Beware of greenwashing and slacktivism). 👮‍♂️☮ Many people try to use “spiritual credibility” to project competency and build trust to win business. […] It’s not as important for an advisor to tell you he or she is a Christian as it is for he or she to demonstrate Christian principles.

💡4. FIRE = Just a New Idol? — Exchanging spiritual dependency on job income for spiritual dependency on investment income. ‍👦 Do we really give out of disciplinee, let alone faith?

#BLUFFbooks 📚 — “Financially Irresponsible" (p. 2019) by Rahkim Sabree, AFC

Big Ideas Below: ⬇️

💡1. You Are What You Think (The cancer of a victim mindset).

💡2. “A Powerful Jedi You Seek, Hmm?”(Finding and paying wise mentors)

💡3. Paycheck to Paycheck? (Beware of lifestyle creep).

💡4. Your Credit = Your “Baseball Card” (Work on your financial batting average!)

💡5. Preserving The Kingdom (Funding Your Retirement & Educating The Next Generation).