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Resources > Recommended Reading

Live It Up without Outliving Your Money!” by Paul Merriman. Based on Merriman's popular retirement workshops, Live It Up without Outliving your Money! , offers ten straight forward steps to creating and maintaining the perfect portfolio using passive investments. 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 within these pages can help you regain confidence in your retirement plan.

The Little Book of Common Sense INVESTING” by John C. Bogle. Investing is all about common sense. Owning a diversified portfolio of stocks and holding it for the long term is a winner's game. Trying to beat the market is theoretically a zero-sum game and after the substantial cost of investing are deducted, it becomes a loser's game. Common sense tells us-and history confirms-that the simplest and most efficient investment strategy is to buy and hold all of the nation's publicily held businesses at very low cost. The classic index fund that owns this market protfolio is the only investment that guarantees you with your fair share of stock market returns. Filled with in-depth insights and practical advice. It will show you how to incorporate this proven investment strategy into your portfolio.

The Lazy Person's guide to Investing” by Paul B. Farrell. A book for procrastinators, the financially challenged, and everyone who worries about dealing with their money. If you only want to read one book about investing, this is the one. It disspells the mith of Wall Street that they know all. You have to know very little to out perform most professional money managers through passive (lazy) investing. It is the only way to go.

The Coming Generational Storm” by Scott Burns and Laurence J. Kotlikoff – Wake up!  The first boomers are just now turning 60 and will soon be drawing from Social Security.  Add Medicare with it new prescription drug program and we have trillions in entitlements heavily mortgaging your future.  This perfect storm severely handicaps your odds of making money on Wall Street, for many years to come.

The New Rules of Retirement” by Robert C. Carlson – Shows how to incorporate the Age Wave into ones retirement planning process and teach proven, profitable, and unique strategies for achieving a financially secure retirement.  One should prepare to save more than past retirees have and how to use the new rules for investing.  You might not receive as much help from Social Security, Medicare and your former employer.

The Battle for the Soul of Capitalism” by John C. Bogle– Vanguard’s founder Jack Bogle has been preaching for years that Wall Street and the fund industry have ‘lost their moral compass’.  Their loyalty is lost in a culture of greed, worse in a bear market.  Bogle’s ultra-simple solution?  A well-diversified portfolio of a dozen or so low-cost no-load index funds.  Forget high-cost actively managed funds.

A Random Walk Down Wall Street” by Burton C. Malkiel – Now more than ever, this sure-footed, irreverent, and vastly informative volume is the best investment guide money can buy in its 8th edition.  Learn the basic terminology of Wall Street, how to navigate its turbulence, and how to beat the pros at their own game.  Shows why a portfolio of securities that simply buy and holds all the securities in a broad index is most likely to exceed the performance of securities carefully picked by professionals using sophisticated analytical techniques.

The Coffeehouse Investor” – The investment journey you are about to embark on will not show you how to pick hot funds and cool stocks, analyze balance sheets, predict business cycles or forecast interest rates.  This investment journey simply reveals the three principles of investing and explains why these principles are infinitely more important to your investment success than all the ‘stock market experts’ who try to convince us they know more than we do about all this hot and cool stuff.

The Bogleheads’ Guide to Investing” by Taylor Larimore, Mel Lindauer and Michael LeBoeuf – You’ll discover what it really means to be a Boglehead and learn how this approach can enable you to become a better investor and manager of your own financial resources.  Shows you how to invest with simplicity and minimize the cost and taxes that quietly eat away at returns.

Index Funds, The 12-Step Program for Active Investors” – The financial services industry has a dark secret, one that costs global investors about $2.5 trillion per year.  This secret quietly drains the investment portfolios and retirement pension account of almost every worker and retiree.  The dark secret is that managers don’t beat markets.  The fact is that markets outperform managers by a substantial margin over long periods of time.  This book offers overwhelming proof of this, while showing investors how to obtain an optimal rate of return by matching their risk capacity to an appropriate risk exposure.  That risk exposure is a globally diversified portfolio of index funds. 

Common Sense on Mutual Funds” by John Bogle – A must read for all investors.  This eye-opening book examines the fundamental of mutual fund investing alongside industry practices that are often in conflict with sound log-term investment program.

Asset Allocation: Balancing Financial Risk” by Roger C. Gibson – Explains how to design a long-term portfolio that actually has the potential to outperform it parts, while minimizing risk, no matter what the market environment.