Blog

February Book of the Month

David A. Troy, AAMS^®, CRPS^®, CRPC^®*

Sunday, February 1, 2026

Troy Wealth Management’s recommended book of the month is the 2023 Pulitzer Prize winning fiction novel “Trust” by Hernan Diaz.  Partly set during the Wall Street Crash of 1929

January Book of the Month

David A. Troy, AAMS^®, CRPS^®, CRPC^®*

Thursday, January 1, 2026

Troy Wealth Management’s recommends starting the new year with a new book:   Andrew Ross Sorkin’s “1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation” .  Named a BEST BOOK OF 2025 by TIME, The Economist,

Get the Most Out of Your Retirement Planning and Tax Strategies

David A. Troy, AAMS^®, CRPS^®, CRPC^®*

Friday, December 26, 2025

Managing retirement strategies and creating goals can help you stay focused and consistent in your financial efforts. It creates a sense of achievement while you make progress toward the pursuit of a fulfilling retirement and financial...

Smart Investment Strategies for Wealthy Retirees

David A. Troy, AAMS^®, CRPS^®, CRPC^®*

Friday, December 26, 2025

Learn smart investment strategies to help wealthy retirees preserve capital, generate income, and manage their portfolios confidently.

December Book of the Month

David A. Troy, AAMS^®, CRPS^®, CRPC^®*

Monday, December 1, 2025

It’s potentially freezing outside in December, so Troy Wealth Management recommends reading “Freezing Order: A True Story of Money Laundering, Murder, and Surviving Vladimir Putin's Wrath” by Bill Browder.

November Book of the Month

David A. Troy, AAMS^®, CRPS^®, CRPC^®*

Saturday, November 1, 2025

It is November. Take a break from roasting turkeys and raking leaves to enjoy Stephen Kings “11/22/1963”. It my favorite time travelling novel since Mark Twain’s “A Connecticut Yankee In King Arthur’s Court”.

October Book of the Month

David A. Troy, AAMS^®, CRPS^®, CRPC^®*

Wednesday, October 1, 2025

Ghosts, goblins, zombies, and vampires may not be real.  But reading “The Hot Zone: A Terrifying True Story” by Richard Preston can be very scary, too. 

September Book of the Month

David A. Troy, AAMS^®, CRPS^®, CRPC^®*

Thursday, September 25, 2025

“The Millionaire Next Door: The Surprising Secrets of America's Wealthy” is a classic 1996 book by Thomas J. Stanley and William D. Danko. The book is an interesting presentation of research comparing the financial habits of prodigious

August Book of the Month

David A. Troy, AAMS®, CRPS®, CRPC®*

Monday, August 4, 2025

Who knew Astrophysics could be fun? Troy Wealth Management recommends Neil DeGrasse Tyson’s “Astrophysics for People in a Hurry“ in August. Neil DeGrasse Tyson explains the origin and structure of the universe and our place in the Co

July Book of the Month

David A. Troy, AAMS®, CRPS®, CRPC®*

Tuesday, July 1, 2025

Looking for a classic summer read?  Stephen King’s “The Stand” is a classic of post-apocalyptic fiction detailing the struggle of good versus evil following a deadly, global pandemic. 

Troy Wealth Management recommends reading Bill Browder’s “Red Notice“ in June 2025.

May Book of the Month

David A. Troy, AAMS®, CRPS®, CRPC®*

Thursday, May 1, 2025

Marvelous Marvin Hagler was an American professional boxer. . He competed in boxing from 1973 to 1987 and reigned as the undisputed champion of the middleweight division from 1980 to 1987.

April Book of the Month

David A. Troy, AAMS®, CRPS®, CRPC®*

Tuesday, April 1, 2025

April’s recommended book is “The Demon of Unrest” by Erik Larson. The First Battle of Fort Sumter began on April 12, 1861, when South Carolina Militia artillery fired from shore on the Union garrison. The attack on Fort Sumter is generally

March Book of The Month

David A. Troy, AAMS®, CRPS®, CRPC®*

Saturday, March 1, 2025

Troy Wealth Management’s recommended book for March 2025 is “The Answer Is” by Alex Trebek.  I had the pleasure of meeting Alex Trebek when I was a contestant on Jeopardy!

February Book of The Month

David A. Troy, AAMS®, CRPS®, CRPC®*

Saturday, February 1, 2025

Elizabeth Anne Holmes (born February 3, 1984) is an American biotechnology entrepreneur who was convicted of fraud in connection with her blood-testing company, Theranos.

January Book of the Month

David A. Troy, AAMS®, CRPS®, CRPC®*

Friday, January 3, 2025

That’s Dave’s well-worn, dog-eared paperback copy of “Moby Dick” from the 1980s. Perhaps the most quotable book of all time. Why not make a New Years resolution to finally read Herman Melville’s classic “Moby Dick”? Learn about Ishmael...

December Book of the Month

David A. Troy, AAMS®, CRPS®, CRPC®*

Sunday, December 1, 2024

Happy Holidays. Every Who down in Who-ville liked Christmas a lot...but the Grinch, who lived just north of Who-ville, did NOT! Troy Wealth Management nevertheless remains partial to this Dr. Seuss classic.

November Book of the Month

David A. Troy, AAMS®, CRPS®, CRPC®*

Friday, November 1, 2024

As we approach Election Day, Dave Troy at Troy Wealth Management recommends reading “On Tyranny” by Dr. Timothy Snyder. It is only 126 pages long but includes important life lessons including: “Remember Professional Ethics”, “Stand...

October Book of the Month

David A. Troy, AAMS®, CRPS®, CRPC®*

Tuesday, October 1, 2024

Halloween can be very scary. Why not be frightened reading “The Big Short: Inside the Doomsday Machine”? This sequel to Michael Lewis’ classic “Liar’s Poker” details the scary collapse of the bond and real estate derivative markets...

September Book of the Month

David A. Troy, AAMS®, CRPS®, CRPC®*

Sunday, September 1, 2024

Back to school? Dave Troy at Troy Wealth Management recommends reading Bethany McLean and Peter Elkind’s classic “The Smartest Guys in the Room” about the collapse of Enron. Detailing the rise and fall of Enron, often abetted by...

Looking for a quick read for some end of summer reading? Pick up a copy of “One Day in the Life of Ivan Denisovich” by Alexander Solzhenitsyn. One of the most significant literary works ever to emerge from Soviet Russia, it provides a...

Looking for some summer reading? Dave Troy at Troy Wealth Management highly recommends reading “This Time is Different: Eight Centuries of Financial Folly” by Carmen Reinhardt and Kenneth Rogoff. “This Time Is Different” details...

As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape. Trends from late 2023 have continued, with surprisingly resilient economic growth mixed with stubborn but decelerating inflation....

What does the term "financial freedom" mean to you? For some, it means freedom from a particular workplace or industry. For others, it means the opportunity for an early retirement or the ability to start a long-desired business.

It can be easy to get swept up in the vacation whirlwind and lose track of how much money you’re spending. From airfare and accommodations to frequent dining out and shopping, the cost of a memorable getaway can quickly skyrocket.

The “Sandwich Generation” faces a lot of struggles. If you’re unfamiliar with this term, it describes a demographic where usually middle-aged individuals must support aging parents at the same time they’re raising children.

For HENRYs — High Earners [who are] Not Rich Yet — this high salary often comes at the expense of hefty student loans or other types of debt. Tackling this debt now can allow you to put your salary to its highest and best use.

One way to help boost returns without incurring any extra risk is called tax harvesting, which sounds a lot more difficult than it truly is. Simply put, it is the sale of securities at a loss in an effort to offset the capital gains...

Most people, at some point in their lives, have experienced being a renter, and then eventually, took that big step of purchasing a home once they could afford it. There are pros and cons to both renting and owning a home. The route...

529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member. While most people know that they are one of the most popular saving methods for college, many myths surrounding these...

Life insurance has its benefits, and choosing a manageable life insurance policy is a critical step in your retirement planning. It can help your family cover end-of-life expenses, funeral and burial costs, and pay for estate taxes. It...

Often, there is a misconception that seeking financial help indicates incompetence or lack of financial self-sufficiency. However, seeking help is the exact opposite. High-performing individuals who excel in their respective fields...

If you hear the term HENRYs mentioned during a financial conversation, you may or may not be familiar with the fairly new acronym. It stands for “High Earners, Not Yet Rich,” or another way to describe them is “high...

Nowadays, many people consider investing to be about more than just money. As consumers become increasingly concerned about rising fuel costs, extreme weather conditions, and peaking home energy demands, they’re putting more...

Managing living expenses is a crucial skill, especially for single women and single-income earners. High Earners Not Rich Yet (HENRYs) face challenges when balancing the desire for financial growth with the practicalities of day-to-day...

Financial wellness can mean different things for different people when it comes to your finances, but it is also an essential part of taking care of yourself and those around you.

Many financially successful people are comparison shoppers. If you’re one, you pore over ratings in consumer magazines and read websites for reviews. Use your best comparison-shopping skills when looking for a financial professional.