In the interest of helping our clients understand as much as they can about how the financial industry works – and how to get the most from their investments – we have compiled a brief list of what we feel are the most informative, unbiased, and valuable books and articles available.



Enough. True Measures of Money, Business, and Life
by John C. Bogle

The Investment Answer
by Daniel C. Goldie & Gordon S. Murray

Unconventional Success
by David F. Swensen

The Elements of Investing
by Burton G. Malkiel and Charles D. Ellis

Where Are the Customers’ Yachts?
by Fred Schwed Jr.


Articles / Reports

The Best Investment Advice You’ll Never Get
by Mark Dowie, San Francisco Magazine, December 2006 Issue

A Dying Banker’s Last Instructions
by Ron Lieber, The New York Times, November 26, 2010

‘Buy and Hold’ Is Still a Winner
by Burton G. Malkiel, The Wall Street Journal, November 18, 2010

The Evolution of an Investor
by Michael Lewis, The Wall Street Journal, November 18, 2010

Trickle-Down Investment Advice
by David Adler, Barron’s, March 26, 2007