Must Read Financial Publications

We hope you find the following publications informative and worth the read.

Many of you personally know, or will recognize the name of Jim Bergstrom. Jim has served as a resource to Singer Financial Group for several years, meeting directly with several of my clients, appearing on my radio show, and presenting at several client events.

Jim is on the 3-person investment team at the Indiana University Foundation, where he helps to manage the university’s $1.5 billion endowment.

He recently published a book called Shangri-La Investing: A Common Sense Approach to Becoming a Better and Happier Investor, which focuses on the all-important but too often overlooked role that your mindset and emotions play in determining your financial future.


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