Objective Tax and Financial Planning Guidance for You and Your Retirement Accounts
"Traditional" Investor Library & Education
Before you put any of your investment capital into "traditional" markets, you owe it to yourself to do a little homework on how the securities industry works. Because there are things to know, things to avoid and things you'll be glad you didn't invest in.
I've found these books to be very helpful not only to me but with clients and friends. The information and wisdom from all these authors will be as relevant today as it will be 20 years from now.
I've found these books to be very helpful not only to me but with clients and friends. The information and wisdom from all these authors will be as relevant today as it will be 20 years from now.
Benoit Mandelbrot's -
The (Mis) Behavior of Markets
Not a breezy financial read by any means, this book will definitely challenge your analytical thinking. The inventor of fractal geometry, Mandelbrot shows how the world of finance can be closely analyzed with fractal geometry concepts. The result is a reevaluation of the standard tools and models of modern financial theory.
The (Mis) Behavior of Markets
Not a breezy financial read by any means, this book will definitely challenge your analytical thinking. The inventor of fractal geometry, Mandelbrot shows how the world of finance can be closely analyzed with fractal geometry concepts. The result is a reevaluation of the standard tools and models of modern financial theory.
William Bernstein's -
The Four Pillars of Investing
The Intelligent Asset Allocator
William Bernstein, (actually Dr. Bernstein,- an Oregon practicing neurologist) writes in a financial manner that any individual can grasp. "The Four Pillars of Investing" book focuses on market history, investing theory and behavioral finance. "The Intelligent Asset Allocator" examines the risk/reward characteristics of various asset classes and discusses how to build a diversified investment portfolio.
The Four Pillars of Investing
The Intelligent Asset Allocator
William Bernstein, (actually Dr. Bernstein,- an Oregon practicing neurologist) writes in a financial manner that any individual can grasp. "The Four Pillars of Investing" book focuses on market history, investing theory and behavioral finance. "The Intelligent Asset Allocator" examines the risk/reward characteristics of various asset classes and discusses how to build a diversified investment portfolio.
Michael Lewis' -
The Big Short
Well known from his 1980's portrayal of Wall Street culture in his first book Liar's Poker, Lewis focuses on a handful of Wall Street outsiders who start to conclude that the subprime mortgage marketplace is a major league house of cards. A must read for anyone who desires to understand how our financial system works for the benefit of the firms that develop a "market", but not necessarily towards those who invest in it.
The Big Short
Well known from his 1980's portrayal of Wall Street culture in his first book Liar's Poker, Lewis focuses on a handful of Wall Street outsiders who start to conclude that the subprime mortgage marketplace is a major league house of cards. A must read for anyone who desires to understand how our financial system works for the benefit of the firms that develop a "market", but not necessarily towards those who invest in it.
Ric Edelman's -
The Lies About Money
Ric Edelman has an unconventional yet common-sense approach to investing. Yet in this book, Ric reveals the deceptive and manipulative business practices occurring in retail mutual funds - practices that cause investors to suffer higher fees, greater risks and lower returns than you realize.
The Lies About Money
Ric Edelman has an unconventional yet common-sense approach to investing. Yet in this book, Ric reveals the deceptive and manipulative business practices occurring in retail mutual funds - practices that cause investors to suffer higher fees, greater risks and lower returns than you realize.