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Suggested Investment Reading


In my Investment Advisory days (1983-2017) I read a lot of books that helped me with my investing knowledge and from that came my 'Suggested Investment Reading' list. It became a hobby to add books, subtract books and change the order, to keep the list current.  I arranged the books in the order I would suggest to a client for them to read, first to last, to build their knowledge from easy to hard. Recently a new friend was telling me how they, she and her husband, were reading books on investing and I thought of my old list. I found it on my computer and gave her a copy. I though my new insurance clients might find it interesting. Here it is.


SUGGESTED INVESTMENT READING

By James W. Barlow

 “The main reason for studying and understanding investments and markets; to protect our portfolios from ourselves... Thoughtful and objective study of the past is the best and also the least costly.”                                                                 Charles D. Ellis, Winning the Loser’s Game, Timeless Strategies for Successful Investing, 3rd Edition, (McGraw Hill, New York, N.Y. 1999)

 1.     The Wealthy Barber, David Chilton (Prima, 1991)

2.       Learn to Earn, Peter Lynch & John Rothchild (Simon & Schuster, New York, N.Y., 1995)

3.       Getting an Investing Game Plan, Vern C. Hayden (John Wiley, New York, NY, 2003)

 4.       Simple Wealth Inevitable Wealth, Nick Murray (Self Published The Nick Murray Co. 2004 (www.nickmurray.com)

 5.       The Terrible Truth About Investing, Bruce J. Temkin (Fairfold Press, St. Petersburg, Fl., 1999)

 6.       Stocks for the Long Run, Third Edition, Jeremy J. Siegel (McGraw Hill, 2002)

 7.       The Future for Investors, Jeremy J. Siegel (Crown, New York, 2005)

 8.       The Little Book that Beats the Market, Joel Greenblatt (Reed Business Information, 2006)

 9.        Moneyball: The Art of Winning an Unfair Game, Michael Lewis (W. W. Norton, 2003)

 10.    Winning the Loser’s Game, Timeless Strategies for Successful Investing, Third Edition, Charles D. Ellis (McGraw  Hill, New York, N.Y. 1999)

 11.    The Number, Lee Eisenberg (Free Press, 2006) A retirement book not an investment book

 12.    The New Life Insurance Investment Advisor, Ben G. Baldwin (McGraw Hill, 2002)  

 13.    The Psychology of Investing, John R. Nofsinger (Prentice Hall, New Jersey 2002)

 14.    Why Smart People Make Big Money Mistakes, Gary Belsky, Thomas Gilovick (Simon & Schuster, New York, N.Y., 1999)

 15.    Asset Allocation, 3rd Edition, Roger C. Gibson (McGraw Hill, 2000)

 16.    Style Investing, Richard Bernstein (John Wiley & Sons, 1996)

 17.    Hot Commodities, Jim Rogers (Random House, 2005)

 18.    Seven Stages of Money Maturity, Understanding the Spirit and Value of Money in Your Life, George Kinder (Dell Trade Paperback, New York, N.Y., 1999)

 19.    Investment Markets, Roger G. Ibbotson & Gary P. Brinson (McGraw Hill, 1987)

20.    Investments An Introduction, 7th Edition, Hertbert B. Mayo (Thomson South-Western, 2003)

 21.    The Detective and The Investor, Robert G. Hagstrom (Texere, 2002)

 22.    Contrarian Investment Strategies: The Next Generation, David Dreman (Simon & Schuster, 1998)

 23.    Made in China, What Western Mangers Can Learn from Trailblazing Chinese Entrepreneurs, Donald N. Sull (Harvard Business School Press, 2005)

 24.     Bond Markets, Analysis and Strategies, Frank J. Fabozzi (Prentice Hall, 1989)

 25.      Fundamentals of Municipal Bonds, (Public Securities Association, 1990)

 26.      Inflation-Protection Bonds, John B. Brynjolfsson & Anthony L. Faillace (John Wiley & Sons Inc., New York, N.Y., 2002)

 27.       Convertible Securities, John P. Calamos (McGraw-Hill, New York, N.Y., 1998)

 28.       Investing In REITs, Ralph L. Block (Bloomberg Press, Princeton, N. J., 2002)

 29.       Buffett, The Making of an American Capitalist, Roger Lowenstein (Broadway, 1995)

 30.       Benjamin Graham on Value Investing, Janet Lowe (Dearborn, 1994)

 31.       Value Investing Made Easy, Janet Lowe (McGraw Hill, 1996)

 32.        Intelligent Investor, Benjamin Graham (Harper Row, 1958)

 33.        When Genius Failed, Roger Lowenstein (Random House, 2000)

 34.        The Great Inflation, William Guttmann and Patricia Mecham (Gordon and Cremonesi, 1976)

 35.         It was a Very Good Year, Martin S. Fridson (Willey, New York, N.Y., 1998)

 36.        Millionaire, The Philanderer, Gambler and Duelist Who Invented Modern Finance, Janet Gleeson (Simon & Schuster, New York, N.Y., 1999)

 37.         The Arcanum, Janet Gleeson (Warner Books, New York, N.Y., 1998)

 38.         TulipoMania, Mike Dash (Crown Pub., New York, N.Y., 1999)

 39.         A Very Public Offering, Stephen Paternot (Wiley, 2001)

 40.         American Sucker, David Denby (Little, Brown and Company, New York, N.Y. 2004)

 41.         The Aggressive Conservative Investor, Martin J. Whitman (Random House, 1979)

 42.          Common Stocks and Uncommon Profits, Phillip A. Fisher (Harper & Row, 1958)

 43.           Templeton Touch, William Proctor (Doubleday, 1983)

 44.           Security Analyses, Benjamin Graham and David Dodd (McGraw Hill, 1934)

 45.            Confessions of a Wall Street Analyst, Dan Reingold (Collins, 2006)

 46.            The Smartest Guys in the Room : The Amazing Rise and Scandalous Fall of Enron, Bethany McLean, Peter Elkind, (2004)

47.              Conspiracy of Fools, Kurt Eichenwald (Broadway Books, 2005) If you read this or the above book, you have to read the next book.

 48.             Den of Thieves, James Stewart (Simon & Schuster, 1991)

 49.             Irrational Exuberance, Robert Shiller (Princeton University Press, 2005)

 50.             A Random Walk Down Wall Street, Burton Malkiel (Norton, 2003)

 51.             Plain Talk, Ken Iverson (John Wiley, 1998)

 52.             Classics an Investor’s Anthology, Edited by Charles D. Ellis (Dow-Jones Irwin, 1989)

 53.             Classics II, another Investor’s Anthology, Edited by Charles D. Ellis (Business One Irwin, 1991)     

 54.             More Than You Know, Michael J. Mauboussin (Columbia University Press, 2006)         

 55.             The Day the Market Crashed, Donald I. Rogers (Arlington House, 1971)                                                                                                                                                                                                                                                    56.              Reminiscences of a Stock Operator,  Edwin Lefèvre (John Wiley & Sons, 1923)