Selected Reading
Articles
- An Illustration on How America Saves for College (see link below in 'Web Links')
- Deciding Between Individual Bonds and Bond Funds (February 2013)
- Lessons From 2012 (January 2013)
- Equity Indexed Annuities (November 2012)
- Putting Recent Events in Perspective (September 2012)
- Saving for College With a 529 Plan (August 2012)
- Retirement Plans – Crucial Conversations (May 2012)
- Municipal Bonds and the Importance of Credit Quality (March 2012)
- Lessons From 2011 (January 2012)
- The Roots of Estate Planning (October 2011)
- Retirement Choices (November 2011)
Books
- Parlay Your IRA into a Family Fortune, Ed Slott
- The Little Book of Safe Money: How to Conquer Killer Markets, Con Artists, and Yourself
- 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
Web Links
- Eugene Fama Awarded Nobel Prize in Economic Sciences
- How America Saves for College 2013: A National Study by Sallie Mae and Ipsos
- Investing in Bonds
- The Efficient Frontier
- IndexUniverse
- Saving for College
- The Williams Group wealth transition planning
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