Prince William Sound

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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