The Geometry of Wealth: How To Shape A Life Of Money And Meaning

The Geometry of Wealth: How To Shape A Life Of Money And Meaning

by Brian Portnoy


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Product Details

ISBN-13: 9780857196712
Publisher: Harriman House Publishing
Publication date: 06/11/2018
Pages: 232
Sales rank: 141,814
Product dimensions: 5.50(w) x 8.40(h) x 0.80(d)

About the Author

Brian Portnoy, PhD, CFA, is an expert at simplifying the complex world of money. His insights and advice are driven by a passion for teaching and investing, and based on a 25-year career in both money management and academia.

Brian is the Director of Investment Education at Virtus Investment Partners, a diversified investment company with $80 billion under management. He leads the firm's thought leadership initiatives on sound investing and smarter decision-making for both financial advisers and individuals. He has worked throughout the hedge fund and mutual fund industries, having held senior strategy, investment, and research roles at Chicago Equity Partners, Mesirow Financial, and Morningstar.

He is the author of The Investor's Paradox: The Power of Simplicity in a World of Overwhelming Choice (Palgrave, 2014). Through the lens of behavioural finance, the book provides a practical road map for navigating the complex landscape of countless investment strategies. He regularly blogs for, has spoken to audiences globally about investing and decision-making, and has lectured on the history and future of hedge funds at the US Securities and Exchange Commission as part of its Leading Authors series.

After graduating from the University of Michigan, Brian pursued his research and teaching interests in political economy at the University of Chicago, where he earned his doctorate. He is a Chartered Financial Analyst (CFA) charter holder and a member of the Economic Club of Chicago. Brian lives with his wife and three children on the north side of Chicago.

Table of Contents

Introduction: A Story About Three Shapes 1

Taking Shape

Chapter 1 Alone Together 13

Chapter 2 Adaptive Simplicity 25

The Circle: Purpose

Chapter 3 The Places You Might Go 37

Chapter 4 What Matters 47

Chapter 5 Yes, Not Really, It Depends 65

The Triangles: Priorities

Chapter 6 Setting Priorities 85

Chapter 7 Making Decisions 105

The Square: Tactics

Chapter 8 Gray Matter 125

Chapter 9 Four Corners 143


Chapter 10 You Are Here 177

The Geometry of Wealth: Recap 189

Acknowledgements 195

Notes 199

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