Resources
These are tools and references I personally recommend for disciplined, long-term investing and wealth building as a business owner.
π Books & Reading
Foundational reading for understanding options, risk, and long-term wealth thinking.
Options Trading: How to Turn Every Friday into Payday Using Weekly Options
A practical guide focused on generating steady income using options strategies across different market conditions. Best for readers who want a rules-based approach rather than speculative trading.
Options Trading for Beginners: Maximize Profits & Avoid Costly Mistakes
A beginner-friendly introduction that covers core options concepts while highlighting common pitfalls new traders face. Useful for building a solid foundation before applying more advanced strategies.
Options Trading for Dummies
A classic, plain-English overview of options trading concepts, terminology, and mechanics. Ideal as a reference book for beginners who want clarity without jargon.
Options Trading Simplified for Beginners
Breaks down options trading into simple, easy-to-follow explanations with an emphasis on long-term thinking and risk management. A good entry point for readers who feel overwhelmed by technical material.
Options as a Strategic Investment
Often considered the definitive reference on options trading. This book goes deep into strategy, structure, and risk management and is best suited for serious investors who want a comprehensive understanding of options as part of a long-term investment approach.
π Trading & Planning Tools
Simple tools that reinforce discipline and reduce emotional decision-making.
Trading Journal Log Book
A straightforward trading journal designed to help you stay organized and improve your trade tracking. Perfect for logging trade details, monitoring patterns, and reflecting on strategy. An excellent tool for building disciplined habits.
Rotating Pomodoro Focus Timer
A simple, non-distracting timer that helps structure focused work sessions and limit overtrading. Useful for separating analysis time from execution and avoiding impulsive decisions.
Desktop Dry-Erase Whiteboard
A simple tool for keeping key rules, position sizing guidelines, or reminders visible during the trading day. Useful for reinforcing discipline and avoiding reactive decisions.
π» Tech Setup
You donβt need fancy equipment to trade options. Reliable and distraction-free matters more than speed.
Apple MacBook (15-inch)
A reliable, distraction-free laptop thatβs more than powerful enough for reviewing positions, managing accounts, and learning options trading. You donβt need cutting-edge hardware. Consistency and stability matter more than speed.
Portable External Monitor (15.6-inch)
An optional second screen that makes it easier to review positions, charts, or account dashboards without clutter. Helpful for clarity and organization, not for rapid or reactive trading.
Ergonomic Wireless Mouse
A comfortable, ergonomic mouse that reduces strain during longer desk sessions. Small quality-of-life upgrades like this help support focus and consistency over time.
π§ Mindset & Process
Most investing mistakes are emotional, not technical.
Undated Planner & Habit Tracker
An undated planner designed for tracking habits, priorities, and routines. Helpful for building consistency around investing reviews, education, and decision-making without tying progress to a calendar.
Gratitude & Reflection Journal
A guided journal focused on reflection and mindset. Supports emotional regulation and long-term thinking, both critical skills for disciplined investing.
Daily & Monthly Planner (Hardcover)
A structured planner for organizing daily priorities and monthly goals. Useful for integrating investing reviews into a broader life and business schedule, rather than treating them reactively.
Some of the links on this page are affiliate links. If you choose to purchase through them, MarginWise may earn a small commission at no additional cost to you. I only recommend resources I personally believe are useful.