Recommended Books

Financial Plan maintains a library of recommended books for our friends and clients, selected by our advisors for their educational value. Feel free to swing by our office to borrow a book, and to more fully inform yourself regarding financial matters.

The Investment Answer book cover

Jargon-free and written for all investors regardless of experience; this book distills the investment process into just five decisions. These five straightforward choices can lead to safe and sound ways to achieve financial success.

Investing for Dummies book cover

A thorough read of this book will give the reader a good basic review of investments;  and a more thorough understanding than that of most seasoned investors.

In a Most Delightful Way by James B. Twining, CFP

This three-part book is authored by our world-famous CEO and founder, James Twining. His career memoirs give insight into a troubled mind.  The investment primer is an explanation of investments in laymen’s terms.  The third section explains the Financial Plan investment philosophy.  Signed copies are available upon request!

Stocks for the Long Run book cover

Most investors experience a great deal of distress in bear markets; and lose confidence in stocks. This bestselling guide will instill the confidence needed to stay the course.  It illustrates that the U.S. stock market has been the greatest wealth generator in history, and likely will continue to be in the future.

The 4 Pillars of Investing book cover

William Bernstein outlines a common sense approach to portfolio construction.  By attending to diversification and cost effectiveness, a portfolio can be more effective than most actively managed funds. Great intelligence and good luck are not required.

Fooled by Randomness book cover

This is an excellent investigation of opacity, luck, uncertainty, probability, human error, risk, and decision making in a world we don’t understand.

The Richest Man in Babylon book cover

This timeless classic reveals the financial principals that hold the key to personal wealth.  Written in parables,  the lessons are easily learned and understood.

The Intelligent Investor book cover

The greatest investment advisor of the twentieth century, Benjamin Graham teaches that value investing shields investors from substantial error and teaches them to develop a long-term strategy. This classic text has been the stock market bible ever since its original publication in 1949.

A Random Walk Down Wall Street book cover

This work is a reassuring and authoritative guide to investing. The new edition features material on recent inventions including exchange-traded funds; “smart beta”,  and the increasingly complex world of derivatives.

Simple Wealth, Inevitable Wealth book cover

The wealth-building process described in this book is simple, but it is not easy.  If you can muster the required amounts of faith, patience, and discipline – and if you can draw those qualities from your advisor if your own are running low – history suggests that wealth follows over time.

The Creature from Jekyll Island book cover

Where does money come from? Who makes currency? This history of the Federal Reserve reads like a fictional detective story – except this page turner is non-fiction.  From the fractional banking system to the mandrake mechanism,  learn how central bankers influence boom-bust cycles, inflation, depressions, and prosperity.

Common Sense on Mutual Funds

The founder of Vanguard and mutual fund pioneer John Bogle takes a critical look at the mutual fund industry.  Learn how to navigate the complex world of mutual funds, and how to apply common sense to the staggering array of fund choices.