Wealth Management Services

Recommended Reading

For the Casual Reader:

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

The New Coffeehouse Investor
by Bill Schultheis

Wise Investing Made Simple
by Larry Swedroe

The Investment Answer
by Daniel Goldie and Gordon Murray

The Behavior Gap
by Carl Richards

For the Serious Investor:

Unconventional Success
by David Swenson

The Four Pillars of Investing
by William Bernstein

Common Sense on Mutual Funds
by John Bogle

The Intelligent Asset Allocator
by William Bernstein

Winning the Losers Game
by Charles Ellis

A Random Walk Down Wall Street
by Burton Malkiel

The Only Guide to a Winning Investment Strategy You’ll Ever Need
by Larry Swedroe