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Library
In today’s marketplace, there are numerous publications pertaining to financial planning and investment matters available to the general public. We continually encourage our clients to exercise substantial diligence when determining the appropriate material to review. That being said, it is important that our clients, give consideration first to ascertaining their own specific needs.
Accordingly, the publications listed below should be used as a starting point with the understanding that the vast majority of these books are directed towards an individual with a limited or marginal knowledge of financial planning and investments overall.
Publications of Interest
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The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas Stanley and William Danko |
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The Millionaire Mind, by Thomas J. Stanley, Ph.D. |
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Rich Dad's Rich Kid, Smart Kid: Giving Your Children a Financial Headstart by Robert T. Kiyosaki |
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The Way to Wealth by Benjamin Franklin |
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Smart and Simple Financial Strategies for Busy People by Jane Bryant Quinn |
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The Richest Man in Babylon, by George S. Clason |
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Ordinary People, Extraordinary Wealth, by Ric Edelman |
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Suddenly Single: Money Skills for Divorcees and Widows by Kerry Hannon. |
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Widow To Widow by Genevieve Davis Ginsburg, M.S. |
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Making the Most of Your Money, by Jane Bryant Quinn |
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Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life by George Kinder, CFP® |
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A Random Walk Down Wall Street by Burton Malkiel |
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Generation to Generation: Life Cycles of the Family Business by Kelin E. Gersick |
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The Terrible Truth about Investing: How to Be a Savvy Investor by Bruce Temkin |
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Bogle on Mutual Funds, by John C. Bogle |
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The Index Fund Solution, by Richard E. Evans |
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Investment Policy, by Charles Ellis |
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The Only Investment Guide You'll Ever Need, by Andrew Tobias |
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Rational Investing in Irrational Times, by Larry E. Swedroe |
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Wealth Management -- The Financial Manager's Guide to Investing and Managing Client Assets, by Harold R. Evensky |
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What Wall Street Doesn't Want You to Know, by Larry E. Swedroe |
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The Number, by Lee Eisenberg |
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