See the Beetle by Steven Sheldon

Buy this book at Amazon or for Kindle

Growing up the son of a well-respected money manager, Marty Kaplan caught the investment bug early. Or maybe he just wanted his father’s approval. Either way, now in forties, Marty’s obsessed with becoming a partner and doubling the size of the Atlanta-based firm run by his father.

But the trend is no longer his friend.

A steep market drop, family drama, hardnosed SEC inspectors, and distressing encounters with some challenging clients – including JD, a lovestruck, spendthrift rabbi – have turned Marty’s world upside down. Deeply shaken and pushed to his emotional limits, he must confront his own shortcomings to determine what’s truly meaningful in his life.

Year first published: 2021