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2022 Student Money Survey

Attending college can be exciting but also at times scary, especially when you consider that most students aren't taught much about personal finance. Students’ fears have only been intensified recently by soaring inflation and other economic troubles, which threaten to make higher education less affordable. Many students also still have yet to recover from the impact of the COVID-19 pandemic.…
John Drake
May 16, 2022
Stephen R. Covey - The 7 Habits of Highly Effective PeopleBlog

5 Prescriptions to Bridge the Communication Gap with Clients

Lyle Sussman and David Dubofsky “Seek first to understand, then be understood.” This fifth of seven habits of highly effective people, as laid out in Stephen Covey’s bestselling book, is crucial for financial advisors who aspire to communicate effectively with clients and to obtain client referrals. But although many advisors implicitly accept the power and wisdom of this habit, they…
John Drake
April 12, 2022
How To Buy Total WealthBlog

Episode #77 “How to Build Total Wealth”

With Lyle Sussman Ph.D. & David Dubofsky Ph.D. | CFA BIO: Lyle Sussman Ph.D. Lyle is the former Chairman and Professor of Management, College of Business, University of Louisville. He received his BS and MS from the University of Wisconsin-Milwaukee and his Ph.D. from Purdue. Aside from 60 scholarly articles, he is a bestselling business author with more than 1,000,000…
David A. Dubofsky
February 17, 2022
Core Values - Leading to Personal WealthBlog

FINANCIAL PLANNING IN THE ERA OF THE GREAT RESIGNATION

David Dubofsky PhD, CFA Lyle Sussman PhD How important is it for financial advisors to understand the economic and societal impact of the Great Resignation?  The significance of this tumultuous labor force disruption is validated by its 2021 entry in Wikipedia, and the ten million Google hits for that phrase. Over 40 million Americans quit their jobs in 2021. Some…
David A. Dubofsky
January 17, 2022
The Why and How of Your Total WealthFinancial Planning

The Why and How of Your Total Wealth

Many Americans lack financial literacy. Moreover, regardless of their financial wealth, many Americans are also not as happy as they could be … lacking what one of our reviewers defined as “life literacy.” We wrote Your Total Wealth: The Heart and Soul of Financial Literacy because of these two reasons. To address the lack of financial literacy, we define what…
David A. Dubofsky
January 10, 2022

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Your Total Wealth is the ideal read. It is the most unique and accessible financial advice resource I’ve ever seen and goes well beyond how to make money - Kiplinger
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