Resources
We enjoy helping clients and friends become more knowledgeable about investing and their personal finances. This section offers a list of books and articles that we admire for their wisdom, educational value, and readability.
Select a subject of interest below for recommendations:
Latest Book Summary
The New Retire Mentality
Author: Mitch Anthony
Did you know that the original Social Security retirement age of 65 was set back in 1935 - when the average life expectancy was 63? In this book the author challenges the mainstream image of retirement as artificial, unrealistic, and unsatisfying.
Other Recommended Reading
Where are the
Customers’ Yachts
Fred Schwed
This book, originally written in 1940, takes a humorous look at the stock market, bankers, brokers, and investors. What makes it a particularly fun to read is that even today - over 60 years later - many of Schwed’s cynical observations still ring true.