Hal Brill - The resilient investor : a plan for your life, not just your money

More Praise for The Resilient Investor

This book is brilliant! By redefining and broadening what it means to invest, it helps chart a course toward making the most productive use of both your money and your time and live a more fulfilling life in alignment with your values.

Jenny Kassan, CEO, Cutting Edge Capital

Today more than ever, investors must cultivate the virtue of resilience. The Resilient Investor shows us exactly how to do so with expansive vision, solid money advice, and practical wisdom, establishing beyond a doubt that resilient investors are, in the long run, the most successful investors.

Patricia Aburdene, author of Conscious Money and Megatrends 2010

This unique original treatment of investing is holistic in the best sense of the word: it connects investing to the rest of your life, brings it down to earth, normalizes it, and offers valuable insights into how you can truly think anew about your money while deploying it mindfully in the service of personal and societal goals.

Joe Keefe, President and CEO, Pax World Management LLC

The Resilient Investor shows how thoughtful investment, in all senses of the word, can both protect and buffer us from an unpredictable and worrisome future. But this book does something even more important: it also shows us how the right investments can influence that future and ensure it is the one we want.

Auden Schendler, Vice President of Sustainability, Aspen Skiing Company, and author of Getting Green Done

The global community is headed for increasingly turbulent times with greater risk and volatility. The Resilient Investor teaches us how to prepare by considering every aspect of our lives in mapping our future scenarios.

Carsten Henningsen, Chairman, Portfolio 21

What could be more important, in the world of ultrafast trading, rogue computer algorithms, and climate change, than weaning ourselves off Wall Street? We need to reinvent investing in the 21st century. The thinking that informs this book is a vital part of that urgent process.

Woody Tasch, founder and Chairman, Slow Money

A timely and refreshing rethink of what it means to invest. The Resilient Investor takes the big view, while helping readers create a holistic investment plan that will serve their goalsno matter what the future holds.

Amy Cortese, author of Locavesting

A Plan for Your Life, Not Just Your Money

Hal Brill

Michael Kramer

Christopher Peck

with Jim Cummings

The Resilient Investor

Copyright 2015 by Natural Investments, LLC.

All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law. For permission requests, write to the publisher, addressed Attention: Permissions Coordinator, at the address below.

Ordering information for print editions
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First Edition
Paperback print edition ISBN 978-1-62656-337-7
PDF e-book ISBN 978-1-62656-338-4
IDPF e-book ISBN 978-1-62656-339-1

2015-1

Cover design by Brad Foltz. Cover illustration by Vetta/Getty Images.

Interior design and composition by Gary Palmatier, Ideas to Images.

Elizabeth von Radics, copyeditor; Mike Mollett, proofreader; Rachel Rice, indexer.

Why We Are Expanding Your View of Investing

Personal, Tangible, and Financial Assets

The Three Investment Strategies: Close to Home, Sustainable Global Economy, and Evolutionary

A Tour of the Nine Zones of the Resilient Investing Map

What You Are Already Doing: Self-Assessment

Qualities of the Resilient Investor, Scenario Planning, and Plausible Futures

Resilient Investor Profiles: What Is Your D-Type?

Designing, Implementing, and Evaluating Your Resilient Investing Plan

The Authors Stories

How Becoming Personally Resilient Helps Create a Resilient World

DOES THE CHALLENGE OF MAKING INFORMED DECISIONS ABOUT YOUR life seem far more complex today than it did even a short time ago? Does the futureyour own and that of the worldfeel highly uncertain, perhaps even precarious?

We can sense you there, nodding in agreement. We would also wager that you would love to have a crystal ball that could tell you how the future will unfold, enabling you to make prescient decisions as you glide through life. Indeed much of todays media aims to quench that thirst for guidance, projecting a steady stream of experts onto our screens, each of whom is rife with insight to help us understand how things will unfold. And we lap it up, even though we have seen all too often how their predictions are mocked by the actual turn of events.

So we need to say right at the outset that youve just picked up a book that is not going to tell you whats going to happen this year or next. It would certainly be much easier to market a book that reveals our three smart money secretseveryones a winner! Once in a great while, those sorts of books guess rightbut we cannot in good conscience make that pitch for one simple reason: the future has yet to be written. There are no simple formulas that can be relied on in this complex and unpredictable world.

The good news is that this book offers something even more valuable: a dynamic framework that will help you navigate the stormy times in which we live. The tools we offer are designed to keep you nimble, which youll need to be as the ground continues to shift. Because although we cannot tell you how things will change, we do know that they will change.

Although humanity has faced immense challenges before, the sense that things really are different this time is one that is shared by the US military. They coined the acronym