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 SELECTED READING
Articles
•Core Estate Planning Documents and the Revocable Trust
•Quest for Holy Grail Falls Short for Active Investment Managers
•The Cost of Cash
• Is Technical Analysis Profitable in Equity Indexes
• The Elusive Sure Thing
• The Rule, Not the Exception
• Indexing vs. Passive Asset Class Investing
• The Benefits of International Diversification
• Lessons From 2009
• The Swing or the Clubs?
• Investing in Commodities
• It's Important To Be Educated
• Why Our Advice Is Always the Same
• Fixed Income Investing with TIPS
• Seeking Shelter
• Hazardous to Your Wealth
• Diversification-Is it working
• What To Do With Your Company-Sponsored Retirement Plan
• Five Curse Words of Market Volatility
• If You Can't Stand the Heat
• Choosing a Trusted Advisor
• Fifteen Rules for the Prudent Investor
Books
• The New Retirementality, Mitch Anthony
• The Number, Lee Eisenberg
• Winning the Loser's Game, Charles Ellis
• The New Fiduciary Standard, Tim Hatton
• A Random Walk Down Wall Street, Burton G. Malkiel
• Your Complete Retirement Planning Roadmap, Ed Slott
• Wise Investing Made Simple, Larry E. Swedroe
• The Only Guide To A Winning Investment Strategy You'll Ever Need, Larry E. Swedroe
• The Only Guide To A Winning BOND Strategy You'll Ever Need, Larry E. Swedroe and Joseph H. Hempen
• Preparing Heirs, Roy O. Williams and Vic Preisser
• Your Money and Your Brain, Jason Zweig (Simon & Schuster, 2007)
Web Links
• Investing in Bonds
• The Efficient Frontier
• IndexUniverse
• Ed Slott & Company retirement planning
• The New Retirementality
• Saving for College
• The Williams Group wealth transition planning
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