Recommended Reading List

It is our pleasure to recommend the following books to our clients and friends.

To purchase a book, please click on its title, which will take you to the book’s Amazon.com website page. To search for other books on the  Amazon website, please click here.

Investing

A Random Walk Down Wall Street
by Burton G. Malkiel
Year in and year out the best investing guide money can buy.

Asset Allocation – Balancing Financial Risk
by Roger Gibson
This bestselling reference book provides a comprehensive overview of the theory behind asset allocation, as well as guidelines for designing and implementing appropriate strategies.

Fooled by Randomness
by Nassim Nicholas Taleb
A professional trader and mathematics professor examines what randomness means in business and in life and why human beings are so prone to mistake dumb luck for consummate skill.

The Intelligent Asset Allocator
by William Bernstein
An excellent book on the benefits of asset class diversification.  Quite technical, but certainly worth the effort.

The Intelligent Investor
by Benjamin Graham
Since its original publication in 1949, this book has remained the most respected guide to investing.  A classic!

Winning the Loser’s Game – Timeless Strategies for Successful Investing
by Charles D. Ellis
An update of a small, but powerful, book on developing an appropriate investment strategy for your portfolio. Ellis is an elder statesman in the investment business and is highly respected for his common sense and honesty.

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Financial Planning

Money and the Meaning of Life
by Jacob Needleman
In this philosophical discussion of the meaning of money in one’s life, Needleman looks at all aspects of money and how it affects people.

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Miscellaneous

Against The Gods – The Remarkable Story of Risk
by Peter L. Bernstein
A comprehensive history of man’s efforts to understand risk and probability.

The Joy of Freedom
by David R. Henderson
Written by one of the world’s most vigorous advocates for free markets, brings free market economics to life through stories of those who have discovered it in their own lives.

The Wealth and Poverty of Nations
by David Landes
An economic and cultural history of the world over the past five centuries, written by a professor emeritus of history.  Well-written and witty.

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