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Reference Materials

Along with our experienced advisory counseling at Osprey, we’ve written some reference books that give you the necessary tools to help you prepare for your investment plan.

2008: 7 Laws for Raising Financially Independent Kids
Just released is Kasey’s second book: 7 Laws for Raising Financially Independent Kids. Many parents and grandparents worry not only about their own financial success, but about their children’s financial future. Research shows that children learn about money management and financial planning from watching their parent’s behavior. Kasey wrote this book to help parents teach their children to be self-sufficient, indirectly educating children on the many benefits of preparing early in life to be a good financial manager. The book guides readers through their children’s stages of development and helps parents learn to really listen to their kids, foster creativity and decision-making abilities, and develop deep financial competence for long term financial independence. It also gives guidelines on when to help adult children and when not to.
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2006: The 7 Big Mistakes Investors Makes & the 7 Habits of Successful Investors
Kasey’s first book, published in 2006, walks you through the seven biggest mistakes and seven best habits for successful investing. It reveals why some people are investing with confidence and ease and why others are struggling. Its simple advice lets you leave behind ‘irrational’ strategies, such as chasing promised high returns, or the next best mutual fund everyone should own, but rather gives you the necessary tools to develop your own investment plan that you can depend on in the future.
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