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The New Retirement
Mentality by Mitch Anthony
Winning the Loser's Game by Charles D. Ellis
Ellis has written a liberating book about investing.
This book will enable you to face your money matters
squarely, with intelligence and vision, and help you
create a plan that will increase the security and freedom
of your later years."--Byron R. Wien, Morgan Stanley
Asset Allocation - Balancing
Financial Risk
by Roger C. Gibson
The Best Way to Save for College:
Complete Guide to 529 Plans, 2003-2004
by Joseph F. Hurley
Simple Wealth, Inevitable Wealth
by Nick Murray
The Coffeehouse Investor
by Bill Schultheis
This guide is for investors who aren't really interested
in investing. In fact, the book is subtitled How
to Build Wealth, Ignore Wall Street, and Get on with
Your Life.
A Random Walk Down Wall Street
by Burton Malkiel
Burton carried the efficient-market theory down from
the ivory tower to ground level where air-breathing
humans could actually make use of it.
The Intelligent Investor
by Benjamin Graham, and not Security Analysis, Graham
and David Dodd's epic tha
I feel a little bad including this book, written by
Benjamin Graham, and not Security Analysis, Graham and
David Dodd's epic that launched the field of fundamental
analysis, but it's a much better place to start.
Stocks for the Long Run
by Jeremy Siegel
This book, written by Jeremy Siegel, doesn't break
a lot of new ground. But it does make complex issues
less complex.
The Only Investment Guide You'll
Ever Need by Kenneth M. Morris and Alan M. Siegel
If you're looking for the bare essentials, this may
indeed be the only investment guide you'll ever need.
And this witty book, written by Andrew Tobias, is so
much fun to read, you may not even realize you've buried
your head in an investment book.
The Wall Street Journal Guide
to Understanding Money and Investing
by Kenneth M. Morris and Alan M. Siegel
Like Tobias' book, this guide by Kenneth M. Morris
and Alan M. Siegel starts on the ground floor. A little
more basic than The Only Investment Guide You'll Ever
Need, this book runs through the history of money, then
graduates to stocks, bonds, and funds, and closes with
a chapter on futures and options.
Recommended Reading
For our clients, their children, and
grandchildren