Recommended Reading
Investing
The Wealth of Nations by Adam Smith
The “father of modern economics” who first conceptualized free market capitalism – published this work in 1776
The Intelligent Investor by Benjamin Graham
The influential economist and professional investor was the first proponent of Value Investing.
Free to Choose by Milton & Rose Friedman
An influential work based on the premise that economic freedom is an essential requisite for political freedom; and that the combination of economic and political power in the same hands is a recipe for tyranny.
Stocks for the Long Run by Jeremy J. Siegel, professor of finance, Wharton School of the University of Pennsylvania
The Future for Investors: Why the Tried and True Triumph Over the Bold and the New by Jeremy J. Siegel, professor of finance, Wharton School of the University of Pennsylvania
The Fundamental Index: A better way to invest by Robert D. Arnott, Jason C. Hsu, & John M. West, Research Affiliates
Insights
Real Change: From the World That Fails to the World That Works by Newt Gingrich
The World Is Flat by Thomas L. Friedman
The Tipping Point: How Little Things Can Make a Big Difference by Malcolm Gladwell
Blink: The Power of Thinking Without Thinking by Malcolm Gladwell
Freakonomics: A Rogue Economist Explores the Hidden Side of Everything by Steven D. Levitt and Stephen J. Dubner
Rich Dad Poor Dad – What the Rich Teach Their Kids About Money – That the Poor and Middle Class Do Not! By Robert T. Kiyosaki
Think Like a Billionaire by Donald J. Trump
Growth and Management
Competing in a Flat World: Building Enterprises for a Borderless World by Victor K. Fung, William K. Fung, & Jerry Wind
Who Moved My Cheese? by Spencer Johnson, MD
Who Moved My Cheese? For Teens by Spencer Johnson, MD
The Millionaire Next Door by Thomas J. Stanley, PhD and William D. Danko, PhD
The No Asshole Rule by Robert I. Sutton, PhD
Overcoming Overspending: A Winning Plan for Spenders and Their Partners by Olivia Mellan
Practicing Holistic Financial Advice
Financial Planning: The Next Step – A Practical Approach to Merging Your Clients’ Money with Their Lives by Roy T. Diliberto, CFP
Values-Based Financial Planning – The Art of Creating an Inspiring Financial Strategy by Bill Bachrach
The New Financial Advisor by Nick Murray, 40-year veteran of the financial advisory profession, and “the advisor’s advisor”
Simple Wealth, Inevitable Wealth by Nick Murray, 2007 recipient of the Malcolm S. Forbes Public Awareness Award for Excellence in Advancing Financial Understanding
The Investment Think Tank edited by Harold Evansky and Deena B. Katz
Modern Classics
To Kill A Mockingbird by Harper Lee
The Christmas Sweater by Glenn Beck
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