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Suggested Reading

Estate Planning Smarts

Posted on Friday, October 14th, 2011

by Deborah L. Jacobs

For good answers and advice, turn to Estate Planning Smarts. Written by Deborah L. Jacobs, a lawyer and journalist, it’s a terrific guide for people who are just beginning to grapple with estate planning, as well as those who have (or think they have) their affairs in order. In addition to covering the usual basic estate planning concepts, it also addresses softer topics clients should consider regarding their estate plans, while also making practical suggestions such as ways to ensure agents have online access to various accounts.

The Only Guide to a Winning Investment Strategy You’ll Ever Need: The Way Smart Money Invests Today

Posted on Tuesday, December 14th, 2010

by Larry E. Swedroe

Investment professional Larry E. Swedroe describes the crucial difference between “active” and “passive” mutual funds and answers a lot of questions investors ask. In clear language, this book shows how the newer index mutual funds out-earn, out-perform, and out-compound the older funds. It also explains how to select a passive portfolio for the long haul while providing valuable information about the efficiency of markets today, the five factors that determine expected returns of a balanced equity and fixed income portfolio, and important facts about volatility, return and risk.

Younger Next Year

Posted on Tuesday, September 21st, 2010

by Chris Crowley & Henry S. Lodge

Drawing on the latest science of revolutionary biology, Younger Next Year shows men fifty or older how they can become functionally younger every year for the next five to ten years, and continue to live like energetic fifty-year-olds until well into their eighties. The secret? “Harry’s Rules”: deceptively simple, highly motivational rules. Bringing together the doctor behind “Harry’s Rules” (Henry S. Lodge, M.D.) and his seventy-year-old patient (Chris Crowley, the outspoken reporter in the trenches) YOUNGER NEXT YEAR welcomes readers to the next third of life.

Younger Next Year for Women

Posted on Tuesday, September 21st, 2010

by Chris Crowley & Henry S. Lodge

Smart women don’t grow older. They grow younger. A book of hope, it shows you how to become functionally younger for the next five to ten years, and continue to live thereafter with newfound vitality. How to avoid 70 percent of the normal problems of aging and elminate 50 percent of illness and injury. And how to live brilliantly for the three decades or more after menopause. The key is found in “Harry’s Rules,” a program of exercise, diet, and maintaining emotional connections that will be natural for you, as a woman, to implement. And the results will be amazing.

John Bogle on Investing: The First 50 Years Industry-Defining Wisdom from the Founding and Former Chairman of the Vanguard Group

Posted on Tuesday, September 21st, 2010

by John C. Bogle and Paul A. Volcker

John Bogle, termed the “conscience of the mutual fund industry,” is one of the great financial figures of the 20th century, and this book encapsulates much of the work and wisdom of his 50-year mutual fund career. It contains the best of the scores of speeches he delivered over the years and revisits the important investment themes from which Bogle has rarely strayed during his illustrious career. His book jacket touts, “If you are serious about substantially improving your long-term investment returns, and you read just one book this year, make it John Bogle on Investing. If you plan on reading two books, you should consider reading John Bogle on Investing twice.”

The Millionaire Next Door
The Surprising Secrets of America’s Wealthy

Posted on Tuesday, September 21st, 2010

by Thomas J. Stanley and William D. Danko

Just what does it take to become a millionaire in one generation? Stanley and Danko answer this question by reviewing the common characteristics found in recent millionaires. Big spenders aren’t the ones accumulating wealth. This exposé of America’s rich and explanation of how they achieved their wealth and status exposes the myth of inherited wealth as well. More commonly, it’s hard work, living below one’s means, and diligent savings that creates true wealth. This simple truth ultimately provides a blueprint for improving anyone’s financial health.

The Number
What Do You Need for the Rest of Your Life and What Will It Cost?

Posted on Tuesday, September 21st, 2010

by Lee Eisenberg

The Number offers an intriguing and entertaining look at the experts – wealth gurus, life coaches and financial advisers – and the intangibles – our hopes and fears for the future – to discover the secrets of The Number. Heartfelt discussions of financial goals, health and healthcare, “downshifting” to enjoy life while spending less money, and the meaning of post-retirement life pepper its pages. The result is a provocative field guide to your psyche and finances, and an urgently useful book for anyone over thirty. This book is about money, but ultimately it’s about the life you want, the life you don’t, and the costs of each.

Live It Up Without Outliving Your Money!
10 Steps to a Perfect Retirement Portfolio

Posted on Tuesday, September 21st, 2010

Live It Up Without Outliving Your Money! by Paul Merriman

Paul Merriman distills his four decades of experience helping and watching people manage their money – both before and during retirement – into a sound, time-tested portfolio approach that will fulfill your unique retirement needs. This educational and motivational guide to retiring without running out of money is filled with real-world stories and practical insights, designed to help you achieve real retirement security. From determining how much you will need to live on after retirement to recognizing and controlling the expenses of investing, the easy-to-understand strategies outlined in these pages can help you gain, or regain, confidence in your retirement plan.

The Intelligent Asset Allocator
How to Build Your Portfolio to Maximize Returns and Minimize Risk

Posted on Tuesday, September 21st, 2010

by William Bernstein

This common sense and easy-to-read mutual fund investing summary makes a compelling case for why you should use a diversified portfolio of index funds to manage your money. It also explains why picking individual stocks is a loser’s game unless you are Warren Buffet. The book illustrates time-tested techniques for building your own investment portfolio; techniques that are safe, simple and effective, and supported by 75 years of solid history and wealth-building results. John Bogle, founder and former chairman of The Vanguard Group, comments, “Any reader who takes the time and effort to understand [Bernstein’s] approach to the crucial subject of asset allocation will surely be rewarded with enhanced long-term returns.”

Good to Great
Why Some Companies Make the Leap…and Others Don’t

Posted on Tuesday, September 21st, 2010

by Jim Collins

Jim Collins and his team of researchers “identify a set of elite companies that made the leap to great results and sustained those results for at least fifteen years, generating cumulative stock returns that beat the general stock market by an average of 7 times in 15 years.” The findings of the Good to Great study will surprise many readers and shed light on virtually every area of management strategy and practice, touching on topics from the type of leadership required to succeed to a company’s differentiating view on the role of technology. While some of the overall findings are counterintuitive, many of Collins’s perspectives on running a business are amazingly simple and commonsense. What he found will both surprise and fascinate anyone involved in management, and even those that aren’t. Collins’s philosophy is summed up in one noteworthy phrase from the book, “Greatness is not a function of circumstance. Greatness, it turns out, is largely a matter of conscious choice.”

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