Professional Resources
CFA
Institute Investor services
Why
Select CFA Charterholder
Defining
Your Investment Objectives
Evaluating
Portfolio Performance
CFA Society of San Francisco
Research Oriented Financial Planning
TIAA-CREF
Institute
Boston
College Center for Retirement Research
CCH
Financial Planning Toolkit
Marketplace Money
Select Investment Providers
Dimensional
Fund Advisors
Barclays
iShares
Sites We Value and Use
Indexinvestor.com
Investing
In Bonds
Articles & Presentations
ASBPE Financial Journalist Seminar
Power
Point Presentation
Research and Academic Papers
Engineering
Portfolios for Better Returns
Suggested Reading:
Bernstein, Peter, Against the Gods
Defying the odds and still going strong in his late
eighties, Bernstein raised a few eyebrows at a recent
pension conference while most slept.
Bernstein, William, The Intelligent
Asset Allocator
A medical doctor has written one of the best and
most readable investing books, a little humbling for
a finance professional.
Bodie, Kane, & Marcus, Investments
The Joy of Cooking of Finance.
Brealey & Meyers, Principles of
Corporate Finance
The Larousse Gastronomique of Finance,
in my opinion.
Brunel, Jean, CFA, Integrated Wealth
Management
Worthwhile reading for high net-worth families.
Brunel’s background includes a stint as CIO of
JP Morgan’s global private bank. While I do not
agree fully with all of Brunel’s views, I have
benefited from reading several of his articles, attending
his presentations, and reading this book.
Cambell & Viceira, Strategic Asset
Allocation
Although it is intended to help the individual determine
suitable asset allocation, this is a difficult book
to read unless one has a finance and/or an economics
background.
Chernow, Ron, The House of Morgan
For those who actually read…this one has a
story.
Ellis, Charles D., Investment Policy
Highly recommended reading for anyone taking a position
on a retirement plan committee or an investment committee
of any organization.
Fisher, Clayton P., The Stock Market
Explained for Young Investors
Start young and maximize the power of compound interest.
Gibson, Roger C., CFA, Asset Allocation
A readable book for both practitioners and interested
clients.
Graham, Benjamin, The Intelligent
Investor
Benjamin Graham’s readable book.
Graham & Dodd, Security Analysis
Benjamin Graham’s unreadable book.
Haugen, Robert A., The New Finance
- The Case Against Efficient Markets
Ends up making the case that markets are pretty
damn near efficient. We agree with small company and
value anomalies, for perhaps different reasons.
Jafee, Charles A., The Right Way to
Hire Financial Help
I bought this book for one of my sisters while I
was an institutional investor. The book does a good
job walking the investor through the financial services
marketplace maze.
Malkiel, Berton, A Random Walk Down
Wall Street
A readable modern classic in efficient markets hypothesis,
read by all serious investors regardless of whether
or not they agree.
Osborn Roger, The Mathematics of Investment
This book is out of print. If anyone has a copy,
please contact me.
Wolfe, Tom, The Bonfire of the Vanities
Still building up the courage to wear a seersucker
suit…
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