What Would the Rockefellers Do? How the Wealthy Get and Stay That Way, and How You Can Too

Garrett Gunderson, What Would the Rockefellers Do? How the Wealthy Get and Stay That Way, and How You Can Too, Rip Water LLC, 2016. This is an excellent expose on cash value life insurance. Gunderson’s implodes myths, exposes nuances to the ‘buy term and invest the difference’ narrative, while offering an in-depth analysis of dividend paying, mutually owned whole life insurance. He…

The Elements of Investing

Burton G. Malkiel, Charles D. Ellis, The Elements of Investing, Wiley, 2009 The core of investing fundamentals all investors should know and follow for long-term success. Time-tested facts and insight. Every beginning investor should read this book. In fact, seasoned investors should read this book!

A Random Walk Down Wall Street

Burton G. Malkiel, A Random Walk Down Wall Street, W.W. Norton & Company, 2019 In this book, Mr. Malkiel explains that the market is highly efficient, and no one can accurately predict its ups and downs; it’s a “random walk”. So, the best approach is passive, “buy and hold” investing using diversified index funds held long term. I recommend this…

Just Keep Buying

Nick Maggiulli, Just Keep Buying, Harriman House, 2022 A no-nonsense guide to personal finance that delights in busting myths and dispelling old clichés. Tackling all-important questions like saving and investing, it digs into the psychology behind money and provides a realistic guide to making sound financial decisions.

Winning the Loser’s Game

Charles Ellis, Winning the Loser’s Game, McGraw-Hill, 2002 In a winner’s game, the outcome is determined by the correct actions of the winner. In a loser’s game, the outcome is determined by the mistakes made by the loser. Professional tennis is a winner’s game. The outcome is determined by the actions of the winner. Amateur tennis is a loser’s game….