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Short Financial
iA Private Wealth
Larry Short ShortFinancial books

Our Books

Our Books

Our Books Intro

ShortFinancial is committed to enhancing financial literacy.

It is through knowledge and understanding of your financial life that you may achieve confidence in your financial future.

Larry Short has written two books In Short: Successful Investing During Turbulent Times and In Short: Secrets to Make your Dollars Grow, edited by Kimberley Short.

These books help to educate readers by eliminating jargon and explaining investments in plain English and small words.

Larry and Kimberley Short have authored a third book together, to be released in 2022. This book will guide readers through The Last Act of closing the books one’s finances – where they discuss Wills to Trusts to Executors and everything in between.

The Last Act

This book unlocks the mystery of how Wills, Estates and Trusts work.

It is an essential guide, translating jargon in the industry into plain English, providing simple explanations so that every person can understand the process of writing a Will and settling an Estate. Along the way lessons are delivered to assist the reader in saving costs.

The combined knowledge of Kimberley Short, with her Trust and Estate Planning Designation, merged with Larry Short’s Accounting Designation, and their combined 40 years of experience working with families, delivers wisdom in a conversational tone to help craft your Will and deal with uncomfortable situations that often arise.

This book will be useful for those looking to write a Will as well as Executors, Trustees, Protectors, & those wishing to hire these experts.

Some of the topics include selecting an Executor, when to use a Trust, and how to deal with family members who may be prone to hire lawyers when they are disappointed. It can be seen as your first step in taking the burden of your last steps to rest in peace on both sides of the lawn.

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In Short: Successful Investing During Turbulent Times

Many books try to preach investing methodology as in “here is what you should do.” That doesn’t work because everyone already knows that they should buy low and sell high but, because buying low can only be done during a time of great worry and selling high can only be done when the economy is booming and profits are easy to get, investors cannot actually make proper investment decisions.

This is similar to all the diet books out there. We all know we should eat less and exercise more, but how do you actually do that.

Real change arises when you change the way people think and that is what this book is attempting to do. The book is an attempt to retrain the reader’s brain to think differently about investing. Investors must understand that the stock market goes through a series of crisis broken occasionally by periods of calm. To make money you buy when the crisis is at its worse and sell during the periods of calm but most investors can only do that if they fight their feelings of fear during such a crisis.

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About the book

Hopefully this book leads the reader to their own insight about their feelings around investing, coaching them on the historic behavior of investors in the past and leading them to their own conclusions about how they should invest in the future.

Finally, investors should recognize that these turbulent times for investing will continue and the investor and their advisor have to take a different approach than they have in the past. We also see that investors do not understand how their advisor gets paid and this book pulls open the Kimono to explain how we are paid. As well, the investor and advisor should be aware of the upcoming changes in legislation governing the investment industry and the impact that will have on them.

Disclaimer: This information was prepared solely by Larry Short who is a registered representative of iA Private Wealth, a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).The views and opinions, including any recommendations, expressed are those of Larry Short alone and not those of iA Private Wealth.

In Short: Secrets to Make Your Dollars Grow

Up until now, the use of jargon and complicated language has made the investment industry too difficult for the average person to approach. For this reason, Larry Short has written a guide to investing that is understandable, entertaining, and accurate. From choosing a financial advisor, understanding your own investment style, and getting to know the marketplace, to the nitty-gritty of mutual funds, tax shelters and retirement, In Short explores the options and explains the intricacies. It covers the gamut of investment opportunities, from gold, mining and forestry to high-tech and medical companies, comparing the risk and performance in easy-to-understand language. An indispensable guide for those looking to take control of their financial future.

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iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.