Our Books
“Retirement research and insights from the co-founder of Victory Independent Planning, Patrick Huey, CFP®, CAP®.
The Gifts That Keep On Giving: Charitable Strategies & Tactics for Real People
Americans account for $327 Billion in giving each year, close to 70% of all donations. Our generosity is commendable, but are we truly making a difference? By adopting a more strategic approach to philanthropy you can maximize the impact of your giving and minimize your tax burden.
The Seven Pillars of (Financial) Wisdom: A Historical Perspective on Modern Investment Advice
Many people are unsure how to find an advisor who will truly serve their needs, or wondering if their current financial person is the best choice. Here are seven skills to find in an advisor and example questions to help assess whether he or she can lead you to financial independence.
History Lesson for the Modern Investor: The Smartest Money Move you can Make Right Now is to Turn Back Time
Take a rollicking romp through the past and make an investment in your financial future with History Lessons for the Modern Investor. Learn important lessons from historical figures to become a better investor today.
Patrick Huey is the author of three books: "History Lessons for the Modern Investor", "The Seven Pillars of (Financial) Wisdom 2nd Edition" and "The Gifts hat Keep on Giving: High Performance Philanthropy For Real People"; this is considered an outside business activity for Patrick Huey and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors.
Our Podcast
Take a romp through the past with pod and videocast host, Patrick Huey to learn about finance through the lens of history. Meet his guests – innovators, authors, veterans and more.
RETIREMENT RESOURCES –
Guides, Vids and More
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