Mastering the Money Mind

Ed Lambert and Alex Cabot

“The person who starts simply with the idea of getting rich won’t succeed; you must have a larger ambition.”
—John D. Rockefeller

When it comes to building a successful investment portfolio, there isn’t a single approach that works for every investor. We have unique goals and different ideals. We want wealth, freedom, and confidence, but our interpretations vary.

It’s not enough to follow trends or study strategies if you want to succeed. Before you take the first steps, you need to have the right mindset—one that lets you think critically, be intentional, and form your own path. In Mastering the Money Mind, financial advisors Ed Lambert and Alex Cabot provide a guide for evaluating your goals and developing an optimal mindset for financial success. They show how to avoid common pitfalls like adopting a groupthink approach or investing with emotion and provide insightful perspectives that are designed to weather stock market volatility and navigating inflation. Whether you want to recenter your approach or discover the tools for successful investing, Mastering the Money Mind is the only investment guide you need for building the life you’ve always wanted.

Ed Lamberta Chartered Retirement Planning Counselor, is the Managing Partner and Co-founder of Birch Run Financial. Featured in numerous publications, including The Philadelphia Inquirer and Philadelphia Business Journal, Ed was included in the 2021 Forbes Best-In-State Wealth Advisors list.

Alex Cabot, a Chartered Financial Consultant, is the Managing Partner and Co-founder of Birch Run Financial. He has been quoted in The Wall Street Journal and was included in the 2021 Forbes Best-In-State Wealth Advisors list.


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