Bulls, Bears, & Basketball ― Financial Planning for College Hoops Fans

In Bulls, Bears, and Basketball, financial planning veteran Chuck Thoele makes the case that average investors can learn a lot from their hardwood heroes. Guiding readers through the colorful history of NCAA basketball, Thoele draws parallels between some of the game's most dramatic moments and the must-know principles of building financial security. He tells of unstoppable teams, coaching geniuses, and glorious victories and relates them to essential lessons about investing, insurance, retirement, estate planning and more. Assess your team, scout the competition, perfect your offense, get tough on defense, and keep an eye on the clock as you chart your game plan for a financial championship!

Chuck Thoele is a partner at the independent advisory firm of Robertson, Griege, and Thoele, based in Dallas, TX, and Irvine, CA. He is a Certified Financial Planner (CFP)TM, Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA), with more than thirty years of broad experience in many aspects of financial planning and investing. Chuck is active in the Dallas community, having served on the boards of various non-profit organizations benefiting underprivileged children, the arts, and education. Chuck grew up in Indiana, is an Indiana University graduate, and is a die-hard college basketball fan. This book connects two of his greatest loves—helping people manage their money and the annual spectacle of the NCAA Tournament.