Recommended Reading:

I am often asked by investors what books or resources I recommend. Below you will find a list of books and resources that I think every investor, regardless of skill or experience should read. In the world of investing knowledge is power, and the greater your knowledge the greater your chance of success.

When Genius Failed (Book)

Before entering in to the world of investing or financial planning I highly recommend reading this book. "When Genius Failed" is the story of the rise and fall of Long Term Capital Management, a hedge fund run by Ph.D's, Nobel Prize winners, and a former Fed member - together they produced unparalleled results and nearly brought the world markets to their knees, a must read for every financial investor. Read More...

The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets (Book)

The Ivy Portfolio shows step-by-step how to track and mimic the investment strategies of the highly successful Harvard and Yale endowments. Using the endowment Policy Portfolios as a guide, the authors illustrate how an investor can develop a strategic asset allocation using an ETF-based investment approach. The strategies use very similar approaches to the ones discussed in this book. Read More...

Jeremy Siegal's Stocks for the Long Run (Book)

Essential reading for every investor and advisor who wants to fully understand the forces that move today's markets, Stocks for the Long Run provides the most complete summary available of historical trends that will help you develop a sound and profitable long-term portfolio. Read More...

Jeremy Siegal's Stocks for the Long Run (Book)

In David McKnight's ground breaking book The Power of Zero, he provides you with a step by step roadmap on how to get to the 0% tax bracket, effectively eliminating tax rate risk from your retirement picture. Why is the 0% tax bracket so powerful? Because if tax rates double, two times zero is still zero! The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?. Read More...

Social Security Maximization Guide (Free Download)

Did you know there are up to 80 different options when it comes to Social Security? The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Download our free guide on how to maximize your Social Security benefits. Download Whitepaper: How to Produce Consistent Results in Today's Inconsistent Markets (Free Download)

Discover how to leverage the simple process that institutional investors use produce consistent results in bull, bear, and sideways markets! Discover how to create a consistent and predictable investment strategy that incorporates downside risk management. Download

DALBAR Study  - 2016 (Free Download)

Since 1994, DALBAR's Quantitative Analysis of Investor Behavior (QAIB) has been measuring the effects of investor decisions to buy, sell and switch into and out of mutual funds over both short and long-term timeframes. The results have consistently shown that the average investor earns less - in many cases, much less - than mutual fund performance reports would suggest.

The goal of QAIB is to improve the performance of investors on the one hand and of financial advisors on the other hand. This is done by identifying those factors that influence investor behaviors that determine the outcome of investment or savings strategies and offer guidance on how and where these behaviors can be improved. Download

SEC Investor Bulletin: Indexed Annuities

In this important bulletin by the SEC they go through the general features, including answering some important questions like: Can you lose money buying an indexed annuity, what are the terms used - and what do they mean, as well as what are the common features of Indexed Annuities.


SEC Guide to Variable Annuities

This SEC Office of Investor Education and Advocacy Investor Bulletin provides some basic facts about variable annuities and how they work. Variable annuities are complex products, and this Investor Bulletin focuses solely on the basics.


SEC Guide: What You Should Know About VA Annuities