Recommended Readings

The following books are available at the website. You can select the book by clicking on the image, you will then be taken to the listing on to learn more about the publication.


The Elements of Investing, by Burton G. Malkiel and Charles D. Ellis

Product DetailsA timeless, easy-to-read guide on life-long investment principles that can help any investor succeed

The Elements of Investing has a single-minded goal: to teach the principles of investing in the same pared-to-bone manner that Professor William Strunk Jr. once taught composition to students at Harvard, using his classic little book, The Elements of Style. With great daring, Ellis and Malkiel imagined their own Little Red Schoolhouse course in investing for every investor around the world-and then penned this book.



Money (Master the Game), by Tony Robbins.

This book was a good and informative read. The author succinctly points out in Chapter 1 that "This book is committed to one primary outcome: to set you up so that you have an income for life without ever having to work again. Real financial freedom!" 




The Investor's Manifesto, by William Bernstein.

Product DetailsThis is an easy and entertaining read. The book is packed with investment wisdom and, in my view, belongs on every investor's bookshelf. One way I judge a book is by how many passages I have highlighted and the quantity of my notes in the margins. This book was marked up pretty good by the time I got done with it!


The Four Pillars of Investing (Lessons for Building a Winning Portfolio), by William Bernstein.

Product DetailsThis book covers the four fundamental topics that investors should understand. The "Four Pillars" consist of (A) the theory of investing, (B) the history of investing, (C) the psychology of investing, and (D) the business of investing. In my view, all investors should read the excellent chapters under "Pillar Three" regarding the psychology of investing. The author does a great job of explaining the major behavior mistakes that successful investors must overcome such as the herd mentality, overconfidence, pattern hallucination, the country club syndrome, and much more. I have been reading investment books for about three decades, and this book ranks in my "Top 5 Books".




Winning the Loser's Game - Timeless Strategies for Successful Investing, by Charles D. Ellis

Product DetailsThe concepts in this book are timeless. In this book, the author clearly illustrates how the markets really work and he explains why most investors are their own worst enemies. Everyone reading this book should walk away with several ideas that will allow them to become a better and more informed investor. One key theme of the book is this - you should have a well thought out investment policy game plan in writing. Why? Because a disciplined and prudent policy is the most powerful antidote to panic. In Charles Ellis' words. "Don't trust yourself to be completely rational when all around you are driven by emotion. After all, you are human too."





The Little Book of Common Sense Investing, by John C. Bogle

Product DetailsThis easy read was penned by the legendary founder of the Vanguard Group of mutual funds. This is an easy read and serves as an excellent investment management primer.












Common Sense Economics, by James Gwartney, Richard L. Stroup, Dwight R. Lee

Common Sense Economics: What Everyone Should Know About Wealth and ProsperityThe subtitle of this book says it all - "What Everyone Should Know About Wealth and Prosperity"












Basic Economics, A Citizen's Guide to the Economy, by Thomas Sowell


This book provides a clear explanation of basic economic principles in plain English (no graphs, equations, or jargon). A great read for anyone who wants to understand how the real world works. You will finally understand how whole societies create prosperity or poverty based upon the way they organize their economies.









The Wealthy Barber, by David Chilton

The subtitle of this book sums it up, - Everyone's Commonsense Guide to Becoming Financially Independent.  This book is particularly useful for the young adult. I bought a copy for my oldest daughter when she graduated from college. She read it and found it quite useful. It provides an excellent primer on personal finance basics and it is written in a non-technical manner. The book is a fictional account of "Roy the barber" dispensing no nonsense and easy to understand financial advice to his customers. It is an easy read.







The Millionaire Next Door, by Thomas Stanley Ph.D. and William Danko Ph.D.


One book review summed it up rather well, "Fascinating" on how the wealthy got that way-and how you too can do it.








Straight Talk on Investing, by Jack Brennan (CEO of Vanguard Group)

The author outlines three goals for this book, and I think he met them! His stated goals are (1) to provide a book that parents can give their children when they strike out on their own, (2) to provide a back-to-basics course, for people of all ages, on sound financial planning and prudent investing, and (3) to provide a reference tool for people on how to think about their serious money.









25 Myths You've Got To Avoid - IF YOU WANT TO MANAGE YOUR MONEY RIGHT, by Jonathon Clements

A small sampling of  the 25 myths includes "Life insurance is a good investment" (Myth #22) and "Index funds are guaranteed mediocrity" (Myth #9). Clements is my favorite columnist at the Wall Street Journal and I just had to buy his book!










Your Money Matters, 21 Tips for Achieving Financial Security in the 21st Century, by Jonathon Pond

This book covers most major financial situations that are likely to arise. Pond succinctly notes that there are only four ways to achieve financial security, namely, (1) marry it, (2) inherit it, (3) win the lottery, or (4) spend less than you earn, and save and invest the difference wisely. He then proceeds to address how to do the 4th approach.