Recommended books - Click on titles for more information

• The New Retirementality by Mitch Anthony. Explores an introspective way to define what retirement means to each of us. Rather than thinking about retirement in the conventional sense, Anthony encourages an idiosyncratic approach that will guide us in living our lives to the fullest now and after age 62.
• Against the Gods: The Remarkable Story of Risk by Peter L. Bernstein. Tells the story of how our understanding of risk has evolved and developed over history.
• Common Sense on Mutual Funds by John Bogle. The father of index investing makes a strong, clear case for passive investing in this popular book, one of many he has written.
• The Number by Lee Eisenberg. An interesting look at what a comfortable retirement means, and how to set goals to reach it.
• Winning the Loser's Game by Charles Ellis. How working with, rather than trying to beat, financial markets can improve results for individual investors.
• Asset Allocation: Balancing Financial Risk by Roger Gibson. A good introduction to modern portfolio theory, which explains how setting allocations to different asset classes determines the risk and return characteristic of a portfolio.
• A Random Walk Down Wall Street by Burton Malkiel. An educational and entertaining classic volume that expresses the efficient market hypothesis in clear, accessible language.
• The Coffeehouse Investor by Bill Schultheis. A clear and easy to understand philosophy for approaching financial independence that is not tied to chasing performance.
• The Fortune Sellers by William Sherden. Describes the danger of relying on the predictions of experts – in weather, economics, investing, and other fields.
• The Millionaire Next Door by Thomas J Stanley. A look at why wealth is a realistic goal when making reasonable, disciplined life choices.
• Wise Investing Made Simple by Larry Swedroe. A collections of anecdotal stories that bring to light various aspects of a prudent investment philosophy. Also recommended: The Successful Investor Today; What Wall Street Doesn’t Want You to Know; and others.
• It's Not as Bad as You Think: Why Capitalism Trumps Fear and the Economy Will Thrive by Brian Wesbury. An upbeat antidote to the doom and gloom forecasts that trigger extreme short-term market fluctuations.
• Your Money and Your Brain by Jason Zweig. An informative, eye opening look at the science of neuroeconomics that explains how and why we react to financial decisions and news in a manner not always in our best interest.