● The Tax-Smart Donor: Optimize Your Lifetime Giving Plan
Phil DeMuth
Summary via Amazon
Want to make your charitable giving go further? This groundbreaking guide reveals how to maximize the impact of every dollar you donate through strategic tax planning. Rather than making ad hoc charitable gifts, learn how to develop an intentional lifetime giving strategy that leverages the tax code to your advantage. From simple techniques like bunching donations and giving appreciated stock, to advanced strategies involving charitable trusts and retirement accounts, The Tax-Smart Donor shows you how to be a more effective philanthropist at any income level. Whether you’re making annual gifts to your alma mater or planning a major charitable legacy, this essential resource will help you do more good while keeping more of your hard-earned money away from the IRS.

● The Elements of Quantitative Investing
Giuseppe A. Paleologo
Summary via publisher (Wiley)
The Elements of Quantitative Investing is a comprehensive guide to quantitative investing, covering everything readers need to know from inception of a strategy, to execution, to post-trade analysis, with insight into all the quantitative methods used throughout the investment process. This book describes all the steps of quantitative modeling, including statistical properties of returns, factor model, portfolio management, and more. The inclusion of each topic is determined by real-world applicability. Divided into three parts, each corresponding to a phase of the investment process, this book focuses on well-known factor models, such as PCA, but with essential grounding in financial context. This book encourages the reader to think deeply about simple things.

● Rich World, Poor World: The Struggle to Escape Poverty
Ali A. Allawi
Summary via publisher (Yale U. Press)
Over the past two decades, experiments in neoliberal economics have opened up a chasm of inequality between the Global South and the West. Development advice from richer nations has led to social upheaval, political unrest, environmental degradation—and even the creation of a new underclass. Brutal extremes of wealth and poverty are now commonplace. Ali A. Allawi traces the evolution of the world economic order from the late imperial era to the present day. Shedding light on continuing controversies, Allawi shows how the process of development has been hindered at every turn, from poor leadership and lost opportunities to widespread corruption. In doing so, he argues that the current neoliberal consensus is only the most recent of a series of failed policy imperatives.

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