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THE DISCERNING INVESTOR

PERSONAL PORTFOLIO MANAGEMENT FOR LAWYERS (AND THEIR CLIENTS)

A clear, concise, and wise guide to retirement planning.

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Attorney and investment counsel Jason presents a thorough guide to investment with a specific view toward retirement.

The author astutely observes that retirement has only become more challenging as lifespans have increased, and consequently, “your retirement planning will encompass a much longer period of time than you might first envision.” Moreover, she asserts, one can’t procrastinate and expect to prepare for retirement properly; the author notes more than once: “This is not the time to learn through trial and error.” Although these are universal truths, “retirement security” is largely about personal customization, Jason points out, as not everyone will have the same goals to achieve or the same hurdles to clear. Her aim is to help readers retire “on [their] own terms,” and to that end, she provides both a general conceptual framework to understand retirement investment, as well as specific, practical counsel regarding the formulation and execution of a retirement plan. She covers a wide swath of analytical territory—volatility and risk, diversification, the ways one should choose a financial expert to assist with investment and other areas of interest. The book concludes with self-assessment tools to build a synopsis of one’s financial health and future aspirations, and it’s a lucid, concise questionnaire that, in itself, makes this volume a worthwhile resource. Jason’s presentation is intellectually rigorous—instead of self-help-style nostrums, she furnishes concrete, actionable advice substantiated with empirical data. Moreover, despite necessary excursions into technicality, this is a thoroughly readable book that will be entirely accessible to those with a limited understanding of investment strategy. Another of its virtues is that it never dispenses hyperbolic promises and unflinchingly confronts the reality of risk: “In my experience, the most satisfied investors are those who embrace the investor’s dilemma, understanding that risk (uncertainty) and reward (high returns) are forever and always intertwined.” Overall, this is an impressively informative book that attests to the author’s 30-plus years of experience in the financial industry.

A clear, concise, and wise guide to retirement planning.

Pub Date: April 28, 2022

ISBN: 9781639050628

Page Count: 228

Publisher: American Bar Association

Review Posted Online: May 20, 2023

Kirkus Reviews Issue: July 15, 2023

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  • New York Times Bestseller

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ABUNDANCE

Cogent, well-timed ideas for meeting today’s biggest challenges.

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Helping liberals get out of their own way.

Klein, a New York Times columnist, and Thompson, an Atlantic staffer, lean to the left, but they aren’t interrogating the usual suspects. Aware that many conservatives have no interest in their opinions, the authors target their own side’s “pathologies.” Why do red states greenlight the kind of renewable energy projects that often languish in blue states? Why does liberal California have the nation’s most severe homelessness and housing affordability crises? One big reason: Liberal leadership has ensnared itself in a web of well-intentioned yet often onerous “goals, standards, and rules.” This “procedural kludge,” partially shaped by lawyers who pioneered a “democracy by lawsuit” strategy in the 1960s, threatens to stymie key breakthroughs. Consider the anti-pollution laws passed after World War II. In the decades since, homeowners’ groups in liberal locales have cited such statutes in lawsuits meant to stop new affordable housing. Today, these laws “block the clean energy projects” required to tackle climate change. Nuclear energy is “inarguably safer” than the fossil fuel variety, but because Washington doesn’t always “properly weigh risk,” it almost never builds new reactors. Meanwhile, technologies that may cure disease or slash the carbon footprint of cement production benefit from government support, but too often the grant process “rewards caution and punishes outsider thinking.” The authors call this style of governing “everything-bagel liberalism,” so named because of its many government mandates. Instead, they envision “a politics of abundance” that would remake travel, work, and health. This won’t happen without “changing the processes that make building and inventing so hard.” It’s time, then, to scrutinize everything from municipal zoning regulations to the paperwork requirements for scientists getting federal funding. The authors’ debut as a duo is very smart and eminently useful.

Cogent, well-timed ideas for meeting today’s biggest challenges.

Pub Date: March 18, 2025

ISBN: 9781668023488

Page Count: 320

Publisher: Avid Reader Press

Review Posted Online: Jan. 16, 2025

Kirkus Reviews Issue: Feb. 15, 2025

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WHO KNEW

MY STORY

Highly instructive for would-be tycoons, with plenty of entertaining interludes.

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Well-crafted memoir by the noted media mogul.

Diller’s home life as a youngster was anything but happy; as he writes early on, “The household I grew up in was perfectly dysfunctional.” His mother lived in her own world, his father was knee-deep in business deals, his brother was a heroin addict, and he tried to play by all the rules in order to allay “my fear of the consequences from my incipient homosexuality.” Somehow he fell into the orbit of show business figures like Lew Wasserman (“I was once arrested for joy-riding in Mrs. Wasserman’s Bentley”) and decided that Hollywood offered the right kind of escape. Starting in the proverbial mailroom, he worked his way up to be a junior talent agent, then scrambled up the ladder to become a high-up executive at ABC, head of Paramount and Fox, and an internet pioneer who invested in Match.com and took over a revitalized Ticketmaster. None of that ascent was easy, and Diller documents several key failures along the way, including boardroom betrayals (“What a monumental dope I’d been. They’d taken over the company—in a merger I’d created—with venality and duplicity”) and strategic missteps. It’s no news that the corporate world is rife with misbehavior, but the better part of Diller’s book is his dish on the players: He meets Jack Nicholson at the William Morris Agency, “wandering through the halls, looking for anyone who’d pay attention to him”; hangs out with Warren Beatty, ever on the make; mispronounces Barbra Streisand’s name (“her glare at me as she walked out would have fried a fish”); learns a remedy for prostatitis from Katharine Hepburn (“My father was an expert urological surgeon, and I know what I’m doing”); and much more in one of the better show-biz memoirs to appear in recent years.

Highly instructive for would-be tycoons, with plenty of entertaining interludes.

Pub Date: May 20, 2025

ISBN: 9780593317877

Page Count: 352

Publisher: Simon & Schuster

Review Posted Online: May 12, 2025

Kirkus Reviews Issue: June 15, 2025

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