Real practitioner work, given away.

What the new Trump Accounts are, the compounding that makes a $1,000 seed grow, and where to start — for parents and for the foundations and donors who want to seed accounts at scale.

One free guide, start to finish: what a Trump Account is, the compounding behind it, and the step-by-step to actually open one — who gets the free $1,000, and the two ways to open the account. By a CPA who has done it for a real family. About 20 minutes.

For foundations, donors, and companies who want to seed accounts at scale — the mechanics, the impact math, and the literacy partnership that makes the gift land. Charitable contributions don’t count against the family’s annual cap.

The five questions every buyer must answer: where to find a business, what it’s worth, how to fund it, and the diligence that separates a great buy from an expensive mistake. Includes a free Buyer’s Starter Checklist.

When to sell, what it’s worth, how to raise the price over 12–24 months, and what the sale process actually looks like — from prep to close. Includes a free Seller’s Readiness Guide and checklist.

The whole method in one place: circling the field that fits you, the hidden job market, informational interviews, changing careers, and the money bridge that funds the transition. Start anywhere, then download the free workbook.

The companion to the hub: the worksheets behind circling the field, mapping the hidden job market, scripting informational interviews, and sizing your money bridge — everything you need to run a real, organized search.

Every grade packet in one place, organized into three bands (K–2, 3–5, 6–12), with the K–12 scope-and-sequence and print tips. Download any grade as a print-ready PDF.

Carnegie’s argument that surplus wealth is a trust to be administered in one’s lifetime, not hoarded or left to heirs — “the man who dies thus rich dies disgraced.” The founding text of modern philanthropy, and a sharp companion to Wealth Psychology and the Family Office guide. Full essay, with a short framing note.

Father Abraham’s auction sermon: the original case for industry, frugality, and never giving another person power over your liberty by owing them money. The entire foundation of personal finance in a few pages — the perfect first read after your first real paycheck. Full text, with a framing note.

The parable that taught a century of savers to “pay yourself first.” The Seven Cures for a Lean Purse and the Five Laws of Gold, in Clason’s Babylonian fable form — simple rules that still hold. Key passages on site, with a link to the full public-domain book.

The thinly-veiled life of speculator Jesse Livermore, and still the most-quoted trading book ever written. On patience, crowds, and why “it was never my thinking that made the big money — it was always my sitting.” Selected passages on site, full book linked.

The original anatomy of the bubble. Mackay’s account of the Mississippi Scheme — paper money, easy credit, and a nation gone mad — reads like every mania since. “Men, it has been well said, think in herds; they go mad in herds.” Selected passages on site, full book linked.

The book that coined “conspicuous consumption.” Veblen’s acid case that much of what we buy is about display and status, not need — and why the standard always recedes. The most honest thing ever written about why people overspend. Selected passages on site, full book linked.

The private notebook of a Roman emperor, in the public-domain George Long translation. On the present moment, doing your work, and why “after-fame is oblivion.” Stoicism is the spine of every sound idea about money — want less, control what you can. Selected passages on site, full book linked.

A practitioner-grade reading of the thirteen years that made Warren Buffett rich and set the operating template for everything Berkshire Hathaway later became. Fee structure, compounding math, the Sanborn Map trade, Dempster Mill, American Express, the Berkshire “biggest mistake,” the disciplined 1969 closing. Twelve sections, sources cited, framework applied. Free.

The Institute’s first period-focused historical case — the American industrial mobilization for the Second World War. How Kaiser at Richmond built 1,490 ships from a standing start. How Higgins at New Orleans built the landing craft Eisenhower said won the war. How Ford at Willow Run put B-24 bombers on a moving assembly line. How Chrysler at Detroit produced 22,234 Sherman tanks. How Boeing, Douglas, Lockheed, North American, Grumman, Bethlehem, Studebaker, and 25,000 other American manufacturers together out-produced every other nation on earth combined. William Knudsen coordinating from Washington under an operating philosophy — accuracy before speed — that predates Toyota, Deming, and Danaher by forty years. Includes 9 statistical tables and quotes throughout from Knudsen, Kaiser, Higgins, Ford, FDR, Churchill, and Eisenhower. Free.

A practitioner-grade reading of Henry Ford — the Model T (15 million units), the moving assembly line at Highland Park, the $5-a-day wage of 1914, the River Rouge complex, the Ford Foundation, the Willow Run B-24 bomber plant (8,685 units), and the 280,000 Ford GPW jeeps produced under license from Willys. Section 6 treats the Dearborn Independent antisemitic publishing campaign of 1919–1927 and the 1938 Grand Cross of the German Eagle directly. The unvarnished full record, sources cited. Completes the industrial-era quartet with Vanderbilt, Rockefeller, and Carnegie. Free.

A practitioner-grade reading of the banker who financed the industrial fortunes. Morgan orchestrated the General Electric formation (1892), the U.S. Steel purchase from Carnegie (1901), the International Harvester merger (1902), the 1895 gold rescue of the U.S. Treasury, and the 1907 Panic intervention. The pre-Federal-Reserve lender of last resort, the founding modern American investment-banking template, and the connective tissue for the other four historical cases in the Reading Room. Free.

A practitioner-grade reading of Rockefeller’s #2 at Standard Oil, who then built modern Florida from scratch. The Florida East Coast Railway, the Ponce de León Hotel, Palm Beach, the founding of Miami as a city (1896), and the Overseas Railroad to Key West (1912). The 1901 Florida Divorce Law episode treated honestly. The founding case for infrastructure-as-real-estate development — the template every Sun Belt developer since has deployed. Direct companion to the Rockefeller memo. Free.

A practitioner-grade reading of the largest cash fortune in American history. From Dunfermline bobbin boy to the $480M 1901 sale to J.P. Morgan (the largest personal cash-out of the 19th century). Bessemer steel, vertical integration, the Homestead Strike, the 1889 Gospel of Wealth essay (linked directly to the full text in the Reading Room), the 2,509 free public libraries, and the giving-away of 90% of the fortune during his own lifetime. The founding American case for lifetime philanthropy. Free.

A practitioner-grade reading of the largest American fortune in history. Standard Oil, the 1882 Trust, the 1911 breakup, the 34 successor companies (Exxon, Mobil, Chevron, Amoco, Sohio), the Rockefeller Foundation, the family-office template, and the multi-generational trust architecture that has kept the family enterprise intact through seven generations. The direct companion to the Vanderbilt memo — concentrated fortune that endured. Free.

A practitioner-grade reading of the first modern American industrial fortune. From a $100 borrowed periauger on Staten Island to a $100 million estate (~$260B in modern share-of-GDP terms). Steamboat monopolies, the Harlem corners, the Erie War, refusal-to-interoperate, the feeder-line playbook, and the three-generation dissipation. The founding case for six modern practitioner frameworks. Free.

Income that arrives in lumps from platforms that owe you nothing — how to turn a Stripe deposit into a household balance sheet, the LLC vs S-corp decision, the quarterly-tax mechanic, the year you stop being broke between launches.

The reading lists of Buffett, Munger, and Ackman — annotated with why each book matters and what order to read them in, with reader paths for different goals. These are the inputs; First Principles of Master Investing is the synthesis.

The Athletes' Wealth Playbook adapted for the high-school athlete and the parent in the bleachers. NIL basics, what an LLC is, what 1099 means, why "the agent" is actually three different people.

The first real NIL year — the deal, the LLC, the Schedule C vs Schedule E routing, the multi-state tax problem, the agent-vs-advisor distinction, the post-eligibility business.

For the people in the athlete's corner. The vocabulary, the warning signs, the questions to ask the agent, the difference between a financial advisor and a wealth manager.

The five-year-veteran's reset — the second contract, the post-career business, the trust structure that should have been built three years ago.

First chapters of the Private Equity reference guide. Fund formation, the LP raise, IC memo discipline, valuation methodology, portfolio operations — the parts a founder needs before the first capital call.

91 ready-to-use AI prompts — for CPAs, attorneys, advisors, family offices, and small businesses by industry (retail, restaurants, dental, real estate, trades, salons, logistics, e-commerce). Copy a prompt, swap the brackets for your specifics, and go. Includes a Start Here set and plain-English safety notes where it matters.

110 pages, free in full. ABLE accounts, third-party SNTs, the layering decision, government-benefits preservation, the letter-of-intent samples, the team to assemble. Built with the parent and the planner sitting at the same table.

Twelve recurring-issue Briefs (3-11 pages each) covering single-question deep-dives: athlete economics, NIL collectives, family-office formation, residency moves, the 1202 stack.

Eleven Field Notes (3-5 pages each) on practitioner cases: §6166/§303/§2032A quiet estate tools, the 13-week cash forecast, the search-fund decade, the virtual family office at $30M, the §1202 stack to $50M tax-free.

Single-asset deep-dive on the post-OBBBA tiered exclusion and the family-stacking mechanic that gets a founder to $50M of tax-free exit per qualified taxpayer.

A short Institute read on why the boring years matter most — that the arithmetic of compounding rewards the decade nobody photographs, and that steady habits, not clever ones, are what build durable wealth. The right first thing to hand someone who has just started earning.

Why $30M is the new family-office formation threshold, what a "virtual" FO actually looks like, and the four-vendor stack that runs it.

First chapter of the FO reference. The $30M threshold, the four-vendor virtual FO, the governance architecture, the rising-gen handoff.

First chapter of the CFO reference. Three-statement model, 13-week cash forecast, audit trail, internal controls for the company below 100 employees.

First chapter of the PE reference. Fund formation, LP raise, IC memo discipline, valuation methodology, portfolio operations.

First chapter of EPD. The post-OBBBA exemption reset, GRAT-IDGT-SLAT-ILIT-Dynasty decision tree, the state-overlay map.

First chapter of the Trust Admin reference. Trustee duties, distribution standards, the accounting requirement, the rising-gen beneficiary conversation.

First chapter of WP. Why money decisions break under stress, the three-account architecture, the spouse-conversation framework, the rising-gen money script.

First chapter of LEP. Sell-now vs hold sequencing, tax structuring, charitable substitution, the residency change that gets paid for itself.

First chapter of the TA guide. Art, watches, wine, classic cars — the appraisal mechanic, the insurance gap, the estate-tax surprise.

First chapter of the GST guide. The generation-skipping transfer tax, dynasty-trust mechanics, the inclusion-ratio math, the allocation strategy.

First chapter of the AI Integration reference. The CPA-law-FO-RIA tasking framework, the small-business adoption stack, the audit-readiness checklist.

First chapter of the Tax reference. The post-OBBBA marginal-rate map, the QBI math, the §199A workaround, the state-residency optimization.

First chapter of BBG. SBA-7(a), search-fund mechanics, seller-note structuring, the QoE that catches the working-capital trap.

First chapter of BOP. The first 100 days as operator, the org chart that survives the founder's exit, the operating cadence that keeps the company solvent.

First chapter of the AWP Pro edition. The career-window economics, NIL deal structure, the LLC stack, the second-act business.