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Our objective is to educate our clients. The basics of investing are readily available to everyone but tend to get lost amid all the noise. These resources help clients learn the right answers to the right questions.

The books are listed in alphabetical order. Click the cover or book title to review or purchase the book on

Capital Ideas
The Improbable Origins of Modern Wall Street

Peter L. Bernstein

"Peter Bernstein has a clear understanding of the capital markets and the behavior of investors. His insights are essential reading for those who really want to know what investing is all about."
— J. Carter Bacot, Chairman of the Board, The Bank of New York

"Capital Ideas traces the origins of modern Wall Street, from the pioneering work of early scholars and the development of new theories in risk, valuation, and investment returns, to the actual implementation of these theories in the real world of investment management...Capital Ideas reveals how the unique contributions of these talented individuals profoundly changed the practice of investment management as we know it today."
— Book Description
The Four Pillars of Investing
William Bernstein

"The Four Pillars of Investing gives investors the tools they need to construct top-returning portfolios...provides a distinctive blend of market history, investing theory, and behavioral finance, one designed to help every investor become more self-sufficient and make better-informed investment decisions. The Four Pillars of Investing explains how any investor can build a solid foundation for investing by focusing on four essential lessons, each building upon the other."
— Book Description
Just Give Me the Answer$
Sheryl Garrett, CFP

"Accurately captures and clearly answers the average American's most common personal finance questions."
— Hope Egan, CPA

"If you want to take a more active role in managing your personal financial affairs, you're not alone. Millions of people are seeking ways to gain control of their finances and make better money decisions. By combining time tested wealth building principles with verified resources and professional insights, Just Give Me the Answer$ provides practical advice for everyone."
— Book Description
A Random Walk Down Wall Street
Burton G. Malkiel

"Not more than half a dozen really good books about investing have been written in the past fifty years. This one may well belong in the classics category."
— Forbes

"Here is the best-selling, authoritative, and gimmick-free guide to investing. Burton Malkiel evaluates the full range of investment opportunities, from stocks, bonds, and money markets to real estate investment trusts and insurance, home ownership, and tangible assets such as gold and collectibles."
— Book Description
Rational Investing in Irrational Times
Larry E. Swedroe

"Investment professional Swedroe here presents and analyzes 52 common investing mistakes...Swedroe analytically explores the psychology and mechanics of investing in innovative ways, e.g., he contends that short-term bonds are more effective for portfolio diversification than the customary long-term bonds...Swedroe persuasively argues in favor of passive investing, using index mutual funds as the most effective long-term investment strategy. Swedroe's excellent work should be in all public libraries and in academic libraries with investment collections."
— Library Journal
What Wall Street Doesn't Want You to Know
Larry E. Swedroe

"Once you're convinced by the powerful case the author has made, he then offers seven steps to playing a winner's game. The diagnosis is right on the mark, and his essential prescription—rely on portfolio construction, index funds, broad diversification, minimal costs and taxes, risk control, and time—also comes close to the center of the target: the optimal accumulation of your financial wealth."
— John C. Bogle, founder and former chairman of The Vanguard Group

"With clarity and conviction, investment advisor Larry E. Swedroe cuts through market mythology (principally that actively managed funds—even those managed by professionals—tend to beat market returns), and explains how to apply his fundamental Modern Portfolio Theory to ‘passively’ manage investments and ‘deliver the greatest expected return for any given level of expected risk.’"
— Publishers Weekly
The Black Swan: The Impact of the Highly Improbable
Nassim Nicholas Taleb

"A black swan is a highly improbable event with three principal characteristics: It is unpredictable; it carries a massive impact; and, after the fact, we concoct an explanation that makes it appear less random, and more predictable, than it was. The astonishing success of Google was a black swan; so was 9/11. For Nassim Nicholas Taleb, black swans underlie almost everything about our world, from the rise of religions to events in our own personal lives."
— Publisher's Description

"Examines the influence of highly improbable and unpredictable events that have massive impact. Engaging and enlightening, The Black Swan is a book that may change the way you think about the world, a book that Chris Anderson calls, 'a delightful romp through history, economics, and the frailties of human nature.' "
— Book Description

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