Ed Slott, The New Retirement Savings Time Bomb, Penguin books, 2023 This book is required reading for anyone contributing to 401 (k)s and other tax-deferred instruments. Slott alerts investors to the risks inherent in deferring taxes unnecessarily. Slott isn’t opposed to contributing to the 401 (K) but questions the validity of highly compensated people exceeding the employer’s match and much more. …
Winning the Loser’s Game
Charles Ellis, Winning the Loser’s Game, McGraw-Hill, 2013 sixth edition Ellis, dubbed “Wall Street’s Wisest Man” by Money magazine, has been showing investors for three decades how stock markets really work and what individuals can do to be sure they are long-term winners. Now, in this new edition of his investing classic, Ellis helps you succeed in a market that’s becoming more …
Just Say No: A Practical Response to Harmful Businesses
Randall Davey, CAP® Financial Advisor December 2024 Introduction Since 1928, some conscionable investors resisted owning shares of stock in morally questionable, unethical or harmful businesses. Religious groups particularly avoided purveyors of tobacco products, alcohol, and gaming. For most of the 20th century, stocks in these kinds of businesses were called ‘sin stocks.’i In time, adult entertainment and armament companies were …
Financial Independence In the 21st Century
Suzanne Burnell and Dwayne Burnell, Financial Independence In the 21st Century, FinancialBallGame, 2012 Available on Amazon, this book is an excellent treatise on life insurance as an asset class. In chapters 3 and following, Burnell explains the many ‘living’ benefits of a properly engineered cash value life insurance contract. It’s an accessible read with sufficient graphs and charts to buttress …
Jane Dickerson
Jane Dickerson is a 2025 graduate of Mount Vernon Nazarene University, where she earned her Bachelor of Arts in Business Administration with a minor in Financial Planning. During her academic career, she completed specialized coursework in financial planning and gained hands-on experience with industry-standard software, preparing her for real-world applications in the field. Jane currently serves as a Technical Support …