Independence Advisor’s Top Picks of 2018

December 13, 2018  |  

Independence Advisor’s Top Picks of 2018

As 2018 comes to a close, you will likely see publications sharing their “best investments of the year.” But here at Independence Advisors, we are going to share a list of a different kind.  Although we consistently write to you about our investment strategy and planning, we decided instead to share our picks for what we have enjoyed personally this year.   We hope that our suggestions may help you find a new favorite for 2019.

We surveyed our teammates at IA for their top picks for the following:

            Book

            App

            TV Show / Podcast

We hope you enjoy some of our suggestions and would love to hear from you!

Chas Boinske – President

Book: Principles by Ray Dalio- A guidebook for life and work. Well written and full of practical wisdom. 

App: OneNote

Podcast: Lore – Because truth is often stranger (and scarier) than fiction. A compelling combination of legends and lore as well as their historical roots. 

Janice Conner – Chief of Staff

Book: The Nightingale by Kristin Hannah

App: Google

Podcast: Wait, Wait Don’t Tell Me

Beth Gavin – Vice President, Client Relations

Book: Option B: Facing Adversity, Building Resilience and Finding Joy – by Sheryl Sandberg and Adam Grant

App: Google

TV Show: This Is Us

Steve Haney – Associate Financial Planner

Book:The Sun Also Rises by Ernest Hemingway

App: Pandora

TV Show: Better Call Saul

Patty Hetherington – Executive Assistant

Book: All We Ever Wanted by Emily Giffin

App: Pandora

TV Show: A Million Little Things / This Is Us

Suzanne Malik – Client Relationship Manager

Book: Orphan Train by Christina Baker Kline and Outliers by Malcolm Gladwell

App: Venmo

TV Show: Patriot Act with Hasan Minhaj

Tina McCullough – Senior Portfolio Manager

App: Kindle / Candy Crush

TV Show: A Million Little Things

Pat Melvin Jr. – Wealth Manager

Book: The Subtle Art of Not Giving a F**k: A Counter-intuitive Approach to Living a Good Life – by Mark Manson

App: Spotify

TV Show: Making a Murderer

Barb Richardson – Director of Client Services & Chief Compliance Officer

Books: All the Light We Cannot See by Anthony Doerr  / Small Great Things by Jodi Picoult

App: Audible and Instagram (I keep up with my extended family on Instagram)

TV Show: The Roosevelts / The War / The Crown TV (series)

Podcasts: Random TED Talks / NPR Fresh Air / NPR Market Place

Mark Rioboli – Director of Wealth Management

Book: Creating Magic: 10 Common Sense Leadership Strategies from a Life at Disney by Lee Cockerell

App: Oura Ring – It’s the companion app to the Oura Ring which is a self-quantification device.

Podcast: Decoding Superhuman hosted by Boomer Anderson

Pat Runyen – Wealth Manager

Book(s)

Thinking in Bets – by Annie Duke, a professional poker player, discusses the importance of getting comfortable with uncertainty which will ultimately help you make better decisions.

Gridiron Genius – by Michael Lombardi, former NFL Executive, discusses management lessons learned from his career that apply to any business.

Apps:

Pocket – I often come across articles that I’d like to read, but don’t have the time in that moment.  Pocket allows you to save those articles in the app, and then read them at a later date.  I love the fact that I can read the articles on my phone or desktop, and it allows for offline reading as well.

Zero – There has been a lot of research over the past few years highlighting the benefits of intermittent fasting, which is an eating pattern where you cycle between periods of eating and fasting.  I’ve begun doing it myself – I shoot for 14 hours of fasting, which involves not eating between the hours of 7 pm – 9 am, and I feel the benefits of it (more energy, weight reduction, etc.).  Zero is designed to track the time of fasting and keep historical records of my fasting activity.

Podcast:

The Knowledge Project – This podcast is hosted by Shane Parrish, who runs the Farnam Street blog.  The stated goal of the show is to “master the best of what other people have already figured out”.  The guests come from all different walks of life and share their experiences about what makes them successful.  All the episodes are fantastic, but I’d highly recommend episode 18 with Angel Investor Naval Ravikant.

Leslie Young – Client Relationship Manager

Book: Fall of Giants by Ken Follett.  Second time through and love it as much as the first time.  I’m a big fan of his writing.  This series and his Pillars of the Earth series are two of my favorites.

App: Qeepsake – it asks me questions every few days about my kids –something funny they did, what’s their favorite chore to “help” with, etc.  It stores your answers and any pictures you add so that you can go back and look at them.  I love it because it helps me to record and remember things that are so fun but that I otherwise would most likely have forgotten.

Podcast: S-Town or My Favorite Murder 

TV Show: The Office – We watch it at least a few times a week and have seen every episode at least 6 times.  It never gets old and always makes me laugh.

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About Chas Boinske

Charles P. Boinske, CFA, is a 30 year investment management veteran overseeing the strategic direction and portfolio management process for Independence Advisors, LLC. Have a question for Charles? CLICK HERE TO ASK CHARLES

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