Category Books

Robert Keats’s “The Border Guide- A Guide to Investing, Working and Living in the United States”,

Robert Keats’s “The Border Guide- A Guide to Investing, Working and Living in the United States” Robert Keats’s “The Border Guide- A Guide to Investing, Working and Living in the United States”, Self-Counsel Press, is in its 10th edition (October 2009). This book pretty much covers just about all you’d want to know about living […]

“Winning the Loser’s Game- Timeless Strategies for Successful Investing”, by Charles Ellis

“Winning the Loser’s Game- Timeless Strategies for Successful Investing”,  by Charles Ellis Charles D. Ellis’s “Winning the Loser’s Game- Timeless Strategies for Successful Investing”, McGraw-Hill, 2002 is a classic. Ellis’s book is a must read (and re-read)  for those who want to understand the philosophy of investing and its implementation.

Jonathan Clements- Main Street Money- 21 Simple truths that Help Real People Make Real Money

Jonathan Clements- Main Street Money- 21 Simple truths that Help Real People Make Real Money In a nutshell This is vintage Clements writing. It’s about principles and concepts, but has enough detail to move “do it yourselfers” to action. He covers the obvious, the not so obvious and the counterintuitive with equal clarity. Clements intends […]

MacKenzie and Hawkins’s “New Rules of Retirement- What your financial advisor isn’t telling you”

MacKenzie and Hawkins’s “New Rules of Retirement- What your financial advisor isn’t telling you” Just finished reading this new book by MacKenzie and Hawkins; it is a quick read that covers a good breadth of retirement finance. The book consists of “38 Rules”. Rule 1 is to “Throw away old retirement myths” such as: retirement […]

Findependence Day by Jonathan Chevreau

Findependence Day by Jonathan Chevreau I just finished reading Jonathan Chevreau’s new book Findependence Day. I would highly recommend it to all just starting their working lives or newlywed/partnered couples. The story of this fictional young couple with their personal and financial struggles not only made very interesting reading, but it is the framework for […]

“Spend ‘Til the End” by Laurence Kotlikoff and Scott Burns

“Spend ‘Til the End” by Laurence Kotlikoff and Scott Burns Laurence Kotlikoff and Scott Burns challenge conventional financial planning in their new book “Spend Till the End”. They say that conventional financial planning is guaranteed to make you financially sick. By the way, Kotlikoff implemented the approach/ideas in his planning tool ESPlanner ($149) which I […]

“Foundation & Endowment Investing”by Lawrence E. Kochard and Catheleen M. Rittereiser

“Foundation & Endowment Investing”by Lawrence E. Kochard and Catheleen M. Rittereiser Background This book is based on a series of interviews with Chief Investment Officers (CIOs) of a dozen of foundations and endowments.  The purpose of this blog is to summarize some lessons that individuals may be able to learn from these CIOs. “Foundations and […]