Zenvesting: The Art of Abundance and Managing Money [Paperback]

Paul H. Sutherland (Author)

Editorial Reviews

Review

"Sutherland begins this wise little book by asking readers to make a list of life commitments. Then he offers suggestions on creating a 'gentle budget' which reflects those commitments and life values; he goes on to outline a do-it-yourself plan for developing an investment portfolio, with examples of various low-cost strategies. There is also a list of companies, with information on fees, costs, hours, and minimum balances as well as advice on what to look for in a money manager. Finally, and perhaps most importantly, he reminds the reader that companies which creatively engage skill and produce something useful serve -- and sustain -- healthy communities. For anyone wishing to bring peace, harmony, and spiritual responsibility into money matters, here is a guide that is both smart and full of heart." -- NAPRA ReView, Nov/Dec, 1998

"This is a beautiful book, in concept and execution. Following the trend set by Prudential Bache broker Suze Orman in her best-selling Nine Steps to Financial Success, NAPFA Member Paul H. Sutherland has put together a book that uses a spiritual context for understanding personal financial planning investment. Unlike Orman, Sutherland educates the reader about financial planning. He serves up a good financial feast, laced with "fee-only" knowledge. Particularly satisfying is his concept of investment management for do-it-yourself portfolios. But he does a great job on insurance and gives brief sections on retirement and estate planning as well. He provides personal philosophical musings on "Romantic Reality" and "My Very Being" to set the stage. Tao Te Ching quotes and brush watercolors of Mt. Fuji add scenery. Our profession is constantly searching for a larger context for life planning than dollars and good sense. We want to help people live extraordinary lives. So we try to help our clients with perspectives about wealth that allow growth and freedom, not just financial balance. Zenvesting doesn't help its readers define Buddhist principles, but it shows them how to view their wealth with a reflective attitude of peace and acceptance. For this and many other reasons it will satisfy most readers, and it will keep them safe from the commission wolves as well. I hope it is widely reviewed and sells well." -- National Association of Personal Financial Advisers, NAPFA Advisor, December, 1998 --This text refers to an alternate Paperback edition.

About the Author

Since 1975 Paul H. Sutherland has worked in the investment advisory business as President and Founder of Financial & Investment Management Group of Suttons Bay, MI. He is the author of three books Financial Strategies For Physicians, (published by W.B. Saunders of Harcourt Brace Jovanovich) in 1988, and Physician's Financial Sourcebook (Financial Sourcebook Publishing, April, 1998). His latest book, Zenvesting: The Art of Abundance & Managing Money, also published by Financial Sourcebook Publishing, was released in November of 1998. Over the past 20 years Paul has been a contributing editor and writer for magazines such as Dental Management, Business Ethics, National Psychologist, Financial Planner, Physicians Management and Publishing Entrepreneur. He has been interviewed by Barrons, The Wall Street Journal, Wall Street Transcript and Money Magazine and appeared on the local NBC affiliate's Money Watch program. Paul is currently in negotiations with the American Medical Association to write a series of financial books for their members. Paul received his MBA from Lake Superior State University, is a Certified Financial Planner, and is a member in good standing of the National Association of Personal Financial Advisors. He has also completed the College of Financial Planning's Advanced Studies Course: Investment Strategies and Portfolio Management.

Individuals and corporations from across the United States have sought his advisement concerning issues like estate and tax planning, retirement, financial and investment management. He has spoken to the Kansas Medical Society, World Future Society, Northwestern Michigan Osteopathic Physicians Association and other organizations like the Northwestern Michigan Association of C.P.A.'s. His advice driven firm is structured as fee-only, meaning they receive no transaction related compensation or commissions. Financial & Investment Management Group is a 140 million dollar company which maintains a client base of over three hundred. They are SEC Registered as Investment Advisors. His range of expertise includes conscientious investments and mutual funds, Pacific Rim investments, investment tax law, inflation, estate planning and current legislation affecting physicians. --This text refers to an alternate Paperback edition.

Product Details

• Paperback: 136 pages
• Publisher: Celestial Arts (February 1, 2000)
• Language: English
• ISBN-10: 0890879540
• ISBN-13: 978-0890879542
• Product Dimensions: 7.5 x 7.3 x 0.5 inches
• Shipping Weight: 9.6 ounces
• Amazon Best Sellers Rank: #1,710,411 in Books (See Top 100 in Books)

More About the Author

Paul Sutherland has worked in the investment and financial advisory business since 1975. As a Senior Portfolio Manager, he has been managing global total return investment portfolios (under the "investing without borders" style) for more than 25 years. In 1984, Mr. Sutherland formed the Financial & Investment Management Group, Ltd. (FIM Group) - a Traverse City, Michigan-based registered investment adviser that manages investment portfolios on a discretionary basis for individuals, trusts, foundations and retirement plans. He currently serves as the company's President and Chief Investment Officer.

Beyond his extensive investment experience, Mr. Sutherland is the author of numerous books on financial planning and money management, including Zenvesting: The Art of Abundance & Managing Money, 12 Steps to a Care-Free Retirement and the AMA Guide to Financial Planning. Mr. Sutherland began his writing career in 1979 with an article on international investing that was published by Physician's Management Magazine. Over the past 29 years he has had academic and consumer articles published in magazines, newsletters and other publications on subjects such as benchmarking global portfolios, asset allocation, retirement investing, income investing, forecasting and global investing. His work has been published in Business Ethics, Financial Planner, Dental Management and NAPFA News. He is a regular columnist for Spirituality & Health magazine and has been interviewed by Bloomberg News, Barrons, The Wall Street Journal, The Wall Street Transcript, Investors Business Daily (IBD), Investment News, Money Magazine and others.

Mr. Sutherland received his M.B.A. from Lake Superior State University. In addition, he is a Certified Financial Planner and has completed the College of Financial Planning's Advanced Studies Course: Investment Strategies and Portfolio Management.

Individuals and corporations from across the United States have sought his advice on estate and tax planning, retirement and investment management. He has spoken to professional groups nationally and internationally - including Singapore, Beijing, Sydney and Toronto - on topics such as international investing, investment economics and portfolio management.

Mr. Sutherland is Co-founder of the Children of the World Foundation, past Chairman of the Traverse City Rotary Club's World Community Service Committee, past Chairman of Safe Passage and current board member, as well as Founder and Chairman of the Board of the Utopia Foundation.