Recommended Books

It is our pleasure to recommend the following books to our clients and friends.

To purchase a book, please click on its title, which will take you to the book’s Amazon.com website page. To search for other books on the Amazon website, please click here.

Being Mortal: Medicine and What Matters in the End
by Atul Gawande

Fooled by Randomness: The Hidden Role of Chance in Markets and in Life
by Nassim Nicholas Taleb

The Black Swan: The Impact of the Highly Improbable
by Nassim Nicholas Taleb

A Random Walk Down Wall Street
by Burton G. Malkiel

The Elements of Investing
by Burton G. Malkiel and Charles D. Ellis

Winning the Loser’s Game: Timeless Strategies for Successful Investing
by Charles D. Ellis

The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk
by William Bernstein

The Four Pillars of Investing: Lessons for Building a Winning Portfolio
by William Bernstein

Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor
by John C. Bogle

The Intelligent Investor
by Benjamin Graham

Global Investing: The Professional’s Guide to the World Capital Markets
by Roger G. Ibbotson and Gary P. Brinson

Asset Allocation: Balancing Financial Risk
by Roger C. Gibson

All About Index Funds: The Easy Way to Get Started
by Richard Ferri

The Investment Answer
by Daniel C. Goldie and Gordon S. Murray

The Successful Investor Today: 14 Simple Truths You Must Know When You Invest
by Larry E. Swedroe

Unconventional Success: A Fundamental Approach to Personal Investment
by David F. Swensen

Against The Gods – The Remarkable Story of Risk
by Peter L. Bernstein

Devil Take the Hindmost: A History of Financial Speculation
by Edward Chancellor

Extraordinary Popular Delusions and The Madness of Crowds
by Charles Mackay

OUR LOCATIONS

Our Portland office is conveniently located off the SW Denney Road exit from Highway 217.

6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008

Our Bay Area office is located in downtown Santa Cruz.

615 Water Street
Santa Cruz, CA 95060

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If you’d like to learn more about how we can help you build a solid plan for your future, let us know by filling out our contact form. Or give us a call at (888) 998-4796.

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