Books2018-11-15T01:50:18+00:00

CORE-4® FEATURED BOOKS ARE BEGINNER TO INTERMEDIATE LEVEL

Books are organized in alphabetical order by author’s last name.

Core-4® Investing is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn a sales commission by linking to Amazon.com.

THE FOUR PILLARS OF INVESTING

by William Bernstein

The classic guide to constructing a solid portfolio—with out a financial adviser! “With relatively little effort, you can design and assemble an investment portfolio that, because of its wide diversification and minimal expenses, will prove superior to the most professionally managed accounts.Great intelligence and good luck are not required.“ William Bernstein‘s commonsense approach to portfolio construction has served investors well.

THE INVESTOR’S MANIFESTO

by William Bernstein

Dr. Bernstein does not consider it his mission to massage your ego. His goal is to make you a better investor, and his direct, no nonsense approach very effective. Even experienced investors who feel they have already learned the basics can benefit from this book. In the cacophony of news and opinion we face every day, it is necessary to take a step back every once in a while and convince yourself that you are not getting caught up in the moment and doing foolish things.

RATIONAL EXPECTATIONS

by William Bernstein

Rational Expectations is a clean sheet of paper in the wonky world of quantitatively based asset allocation aimed at small investors. This full-length finance book is not for beginners, but rather assumes a fair degree of quantitative ability and finance knowledge. Tf you know your way around risk premiums and standard deviations and know who Irving Fisher and Benjamin Graham were, and if you want to sharpen your asset class skills, you’ve come to the right place.

IF YOU CAN

by William Bernstein

A a project to help today’s young people invest for retirement. All they’ll have to do is to put away 15% of their salaries into a low-cost target fund or a simple three-fund index allocation for 30 to 40 years. Which is pretty much the same as saying that if someone exercises and eats a lot less, he’ll lose 30 pounds. Simple, but not easy. If You Can is just the ticket to guide the young—and not so young—investor through this thicket.

BOGLE ON MUTUAL FUNDS

by John C. Bogle

John Bogle’s first book that helped revolutionize an industry. Certain books have redefined the way we view the world of finance and investing—books that should be on every investor’s shelf. Bogle On Mutual Funds—the definitive work on mutual fund investing by one of finance’s great luminaries—is just such a work, and has been added to the catalog of Wiley’s Investment Classic collection. Updated with a new introduction by expert John Bogle.

COMMON SENSE ON MUTUAL FUNDS

by John C. Bogle

Since the first edition of Common Sense on Mutual Fundswas published in 1999, much has changed, and no one is more aware of this than mutual fund pioneer John Bogle. Now, in this completely updated Second Edition, Bogle returns to take another critical look at the mutual fund industry and help investors navigate their way through the staggering array of investment alternatives that are available to them.

DON’T COUNT ON IT!

by John C. Bogle

This collection of Jack Bogle’s writings highlights the clarity of his thinking—and his insistence on the relevance of ethical standards—are totally relevant as we strive to rebuild a broken financial system. For too many years, his strong voice has been lost amid the cacophony of competing self-interests, misdirected complexity, and unbounded greed. Read, learn, and support Jack’s mission to reform the industry that has been his life’s work.

THE LITTLE BOOK OF COMMON-SENSE INVESTING

by John C. Bogle

The Little Book of Common Sense Investing is the classic guide to getting smart about the market. Legendary mutual fund  pioneer John C. Bogle reveals his key to getting more out of investing: low-cost index funds. Bogle describes the simplest and most effective investment strategy for building wealth over the long term: buy and hold, at very low cost, a mutual fund that tracks a broad stock market Index such as the S&P 500.

CLASH OF THE CULTURES

by John C. Bogle

Recommended Reading by Warren Buffet in his March 2013 Letter to Shareholders. Vanguard Group founder John C. Bogle has witnessed a massive shift in the culture of the financial sector. The prudent, value-adding culture of long-term investment has been crowded out by an aggressive, value-destroying culture of short-term speculation. Provocative and refreshingly candid, this book discusses Bogle’s views on the changing culture in the mutual fund industry.

STAY THE COURSE!

by John C. Bogle

A journey through the Index Revolution from the man who started it all. Stay the Course is the story the Vanguard Group as told by its founder, legendary investor John C. Bogle. This engrossing book traces the history of Vanguard—the largest mutual fund organization on earth. Offering the world’s first index mutual fund in 1976, Bogle led Vanguard from a $1.4 billion firm with a staff of 28 to a global company of 16,000 employees and with more than $5 trillion in managed assets.

JOHN BOGLE ON INVESTING: THE FIRST 50 YEARS

by John C. Bogle

John Bogle on Investing is a compilation of the best speeches ever delivered by one of the 20th century’s towering financial giants. Individually, each of these speeches delivers a powerful lesson in investing; taken together, Bogle’s lifelong themes ring loud and clear. His investing philosophy has remained more or less constant throughout his illustrious career, and this book lays it out so you can learn from the very best.

THE RICHEST MAN IN BABYLON

by George C. Clason

Countless readers have been helped by the famous “Babylonian parables,” hailed as the greatest of all inspirational works on the subject of thrift, financial planning, and personal wealth. In simple language, these fascinating and informative stories set you on a sure path to prosperity and its accompanying joys.  An acclaimed classic, this celebrated bestseller offers an understanding of—and a solution to—your personal financial problems that will guide you through a lifetime.

FROM HERE TO FINANCIAL HAPPINESS

by Jonathan Clements

This the day-by-day guide is for anyone dreaming of a better life. Whether you’re dealing with debt, uncertain about retirement or simply want to get a grip on your finances, get on the road to happiness with a simple 11-week journey. Just 5-10 minutes a day to think about money, your habits, your goals, and your dreams. This book is packed with 77 days’ worth of real, actionable guidance for getting your money right—for good.

HOW TO THINK ABOUT MONEY

by Jonathan Clements

There are those who think the goal of investing is to beat the market and amass as much wealth as possible, that street smarts and hard work ensure investment success, and that the road to happiness is paved with more of everything. And then there are those who get it. Want a more prosperous, less stressful financial life? Jonathan Clements, longtime personal finance columnist for The Wall Street Journal, is here to help.

THE WHITE COAT INVESTOR

by James M. Dahle, MD

Not just for doctors, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection.

GENTS WITH NO CENTS

by Ron DeLegge II

Gents With No Cents explores a rarely examined side of Wall Street: Its childish antics. From accountants that can’t count, to financial regulators that don’t regulate, this book will make you howl with laughter at their incompetence. Written by veteran financial radio host Ron DeLegge II, Gents With No Cents is narrated in an easy going style with sharp satire throughout and 20 hand drawn illustrations by noted cartoonist, Dave Clegg.

WINNING THE LOSERS GAME

by Charles Ellis

Called “Wall Street’s wisest man” by Money magazine, Charles Ellis converts the expertise he has developed as a consultant to the world’s largest pension, endowment and sovereign wealth funds and as a teacher at Harvard, Yale and Princeton into candid, pithy, easy to use chapters on how to succeed as an investor.  You’ll have anything you need to identify your unique investment objectives, develop a realistic and powerful investment program, and enjoy superior results.

ELEMENTS OF INVESTING

by Charles Ellis and Burton Malkiel

Authors Charles Ellis and Burton Malkiel have again combined their talents to produce a straight-talking book about investing and saving. Written with every investor in mind, this reliable resource will put you on a path towards a lifetime of financial success. Page by page, they skillfully focus their message to address the essentials and offer a set of simple, but powerful thoughts on how to avoid Mr. Market and his “loser’s game,” and instead enjoy the “winner’s” approach to investing.

ALL ABOUT ASSET ALLOCATION

By Richard Ferri

Everything you need to know about how to implement a smart asset allocation strategy; diversify your investments with stocks, bonds, real estate, and other classes; and when to change your allocation.  In addition to covering all the basics, this new edition of All About Asset Allocation includes advice on learning which investments work well together and why; selecting the right mutual funds and ETFs; creating an asset allocation that’s right for your needs; understanding target-date mutual funds.

ALL ABOUT INDEX FUNDS

by Rick Ferri

The updated Second Edition of Richard Ferri’s bestselling All About Index Funds offers individual investors an easy-to-use guide for capitalizing on one of today’s hottest investing areas_index funds. This wealth-building resource provides essential information on index funds; expert advice on how to start investing; and winning strategies for high returns with low risk.

THE POWER OF PASSIVE INVESTING

by Richard Ferri

Time and again, individual investors discover, all too late, that actively picking stocks is a loser’s game. The alternative lies with index funds. This passive form of investing allows you to participate in the markets relatively cheaply while prospering all the more because the money saved on investment expenses stays in your pocket.  In his latest book, Richard Ferri shows you how easy and accessible index investing is.

THE ETF BOOK

by Richard Ferri

Exchange-traded funds (ETFs) are revolutionizing the investment industry. From their introduction in 1993, ETFs have expanded exponentially over the past twenty-five years. A huge number of bonds funds, commodities funds,currency funds, leverage and short funds have been introduced. You, as an informed investor, need to know what makes ETFs unique, how they work, and which funds may help you achieve your financial goals.

SERIOUS MONEY

By Richard Ferri

A down to earth investment book that is a must read for anyone saving for retirement. Armed with extensive research and his own professional experience, Rick Ferri dismantles the illusion that stockbrokers, financial planners, and other Wall Street “experts” offer superior investment advice. Ferri further explains how index funds and other low cost, low tax investments lead to greater wealth at retirement. Serious Money will save you time, money, and headaches.

PROTECTING YOUR WEALTH

by Richard Ferri

“Protecting Your Wealth in Good Times and Bad” shows investors how to invest for the total market, not just for individual phases, and build a portfolio to weather all markets with long-term safety and security. Full of practical advice, this uniquely proactive guidebook provides proven strategies to: know what news is important and act accordingly; invest for specific needs, from college savings through long-term care; and diversify assets to minimize risk and increase return.

THE INVESTMENT ANSWER

by Daniel C. Goldie and Gordon S. Murray

When Wall Street veteran Gordon Murray told his good friend and financial adviser, Dan Goldie, that he had only six months to live, Dan responded, “Do you want to write that book you’ve always wanted to do?” The result is this eminently valuable primer which can be read and understood in one sitting, and has advice that benefits you, not Wall Street and the rest of the traditional financial services industry. The advice is simple, easy-to-follow, and effective.

INDEX FUNDS: THE 12 STEP PROGRAM FOR ACTIVE INVESTORS

by Mark T. Hebner

This book reveals the potential land mines and pitfalls of active investing and educates readers on the benefits of passive investing with index funds. It details the possible perils associated with stock picking, mutual fund manager picking, market timing, and other wealth depleting behaviors. Hebner sets forth a sound strategy that involves risk-appropriate investing that may empower investors to lead a more profitable and relaxed life.

THE BOGLEHEADS GUIDE TO THE THREE-FUND PORTFOLIO

by Taylor Larimore

The Bogleheads’ Guide to The Three-Fund Portfolio describes the most popular portfolio on the Bogleheads.org forum. This all-indexed portfolio contains over 15,000 worldwide securities, in just three easily-managed funds, that has outperformed the vast majority of both professional and amateur investors. If you are a new investor, or an experienced investor who wants to simplify and improve your portfolio, this short, easy-to-read guide to show you how.

BOGLEHEADS GUIDE TO INVESTING

by Taylor Larimore, Mel Lindauer and Michael LeBoeuf

This do-it-yourself handbook espouses the sage investment wisdom of John C. Bogle. This witty and wonderful book offers contrarian advice that provides the first step on the road to investment success, illustrating how relying on typical “common sense” promoted by Wall Street is destined to leave you poorer. With warnings and principles both precisely accurate and grandly counter-intuitive, the Boglehead authors show how beating the market is a zero-sum game.

THE BOGLEHEADS GUIDE TO RETIREMENT PLANNING

edited by Taylor Larimore, Me Lindauer, Richard Ferri and Laura Dogu

The Bogleheads are back-with retirement planning advice for those who need it! Whatever your current financial situation, you must continue to strive for a viable retirement plan by finding the most effective ways to save, the best accounts to save in, and the right amount to save, as well as understanding how to insure against setbacks and handle the uncertainties of a shaky economy. Fortunately, the Bogleheads are here to help.

A RANDOM WALK DOWN WALL STREET

by Burton Malkeil

Burton G. Malkiel’s reassuring, authoritative, and perennially best-selling guide to investing is stronger than ever. A Random Walk Down Wall Street has long been established as the first book to purchase when starting a portfolio. This new edition features fresh material on exchange-traded funds and investment opportunities in emerging markets; a brand-new chapter on “smart beta” funds, the newest marketing gimmick of the investment management industry.

INVESTING MADE SIMPLE

by Mike Piper

Who Is This Book For? Anyone who has questions about investing, but who doesn’t want to trudge through a 300-page textbook. Find all of the following explained in plain-English with no technical jargon: asset allocation, how to pick mutual funds, Roth IRA vs. traditional IRA vs. 401(k), financial advisers,
frequent investor mistakes, calculate your retirement needs; it’s all here in one tightly woven package.

CAN I RETIRE?

by Mike Piper

Find all of the following, explained in plain-English with no technical jargon: How to calculate how much you’ll need saved before you can retire; How to use annuities to minimize the risk of outliving your money; How to choose which accounts (Roth vs. traditional IRA vs. taxable) to withdraw from each year;  When it makes sense to use a Roth IRA conversion to save on taxes; How to choose an appropriate asset allocation for your retirement portfolio; and much more!

YOUR MONEY OR YOUR LIFE

by Vicki Robin

For more than twenty-five years, Your Money or Your Life has been considered the go-to book for taking back your life by changing your relationship with money. Hundreds of thousands of people have followed this nine-step program, learning to live more deliberately and meaningfully with Vicki Robin’s guidance. This fully revised and updated edition with a foreword by “the Frugal Guru” (New Yorker) Mr. Money Mustache is the ultimate makeover of this bestselling classic.

HOW A 2ND GRADER BEAT WALL STREET

by Allan S. Roth

Follow the story of Kevin Roth, an eight-year-old who was schooled in simple approaches to sound investing by his father, seasoned financial planner Allan Roth. Discover how simple it can be to become a successful investor. Learn how to create a portfolio with the widest diversification and lowest costs; one that can move up your financial freedom by a decade and dramatically increase your spending rate during retirement.

THE COFFEEHOUSE INVESTOR

by Bill Schultheis

A simple book for people who feel overwhelmed by the stock market. Discover that when you simplify your investment decisions, you end up getting better returns. As a bonus, you gain more time for family, friends, and other pursuits. Stop thinking about top-rated stocks and mutual funds, shifts in interest rates, and predictions for the economy. Instead, don’t put all your eggs in one basket. There’s no such thing as a free lunch.

STOCKS FOR THE LONG RUN

by Jeremy J. Siegel

Much has changed since the last edition of Stocks for the Long Run. The financial crisis, the deepest bear market since the Great Depression, and the continued growth of the emerging markets are just some of the contingencies directly affecting every portfolio in the world. To help you navigate markets and make the best investment decisions, Jeremy Siegel has updated his bestselling guide to stock market investing. This new edition answers all the important questions.

THE SMARTEST INVESTMENT BOOK YOU’LL EVER READ

by Daniel R. Solin

Cut through the financial hype and see exactly how to invest – with an easy-to-follow four-step plan that lets you create and monitor your investment portfolio in ninety minutes or less…and put your investment earnings in the top 5 percent of all professionally managed money. If you want to gamble, go to Las Vegas-or try stock picking and market timing. If you want to be a smart investor, follow this effortless and effective plan.

YOUR COMPLETE GUIDE TO A SUCCESSFUL AND SECURE RETIREMENT

by Larry Swedroe and Kevin Gorgin

Investment and personal finance specialists Larry Swedroe and Kevin Grogan present uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including: Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about your happiness, and much more.

THE INCREDIBLE SHRINKING ALPHA

by Larry Swedroe and Andrew Berkin

The quantitatively chilling tale of The Incredible Shrinking Alpha. As aficionados of classic science fiction, Swedroe and Berkin saw similarities between the monumental struggle of Scott Carey, novelist Richard Matheson’s Incredible Shrinking Man, and that of every individual investor trying to beat the market. Swedroe and Berkin explain in academic yet simple terms what is happening to the alpha for which so many investors yearn.

THE ONLY GUIDE TO A WINNING INVESTMENT STRATEGY YOU’LL EVER NEED

by Larry Swedroe

Originally published in 1998 based on research provided by Dimensional Fund Advisors (DFA funds), this revised and updated edition remains clear, understandable, and effective as an introduction to factor investing. This new edition contains a new chapter comparing index funds, ETFs, and passive asset class funds, an expanded section on portfolio care and maintenance, the addition of Swedroe’s 15 Rules of Prudent Investing, and much more.

THE ONLY INVESTMENT GUIDE YOU’LL EVER NEED

by Andrew Tobias

For more than thirty years, The Only Investment Guide You’ll Ever Need has been a favorite finance guide, earning the allegiance of more than a million readers across the United States. Now even more indispensable, this completely revised and updated edition will show readers how to use money to their best advantage in the wake of epochal change on Wall Street, no matter how much or how little they may have.

INDEXING FOR DUMMIES

by Russell Wild

Recommended by finance experts and used extensively by institutional investors, index funds and exchange-traded funds(ETFs) provide non-managed, diversified exposure to a variety of asset classes. Index Investing For Dummies shows active investors how to add index investments to their portfolios and make the most of their money, while protecting their assets.

YOUR MONEY AND YOUR BRAIN

by Jason Zweig

What happens inside our brains when we think about money? Quite a lot, actually, and some of it isn’t good for our financial health. Jason Zweig explains why smart people make stupid financial decisions—and what they can do to avoid these mistakes. Zweig, a veteran financial journalist, draws on the latest research in neuroeconomics, a fascinating new discipline that combines psychology, neuroscience, and economics to better understand financial decision making.

THE LITTLE BOOK OF SAFE MONEY

by Jason Zweig

A guide for those trying to make their way through today’s down markets. The topics covered include everything from investing behavior-why our minds come with their own set of biases that often prove harmful-to the use of financial advisers. But this timely book goes one step further than the rest by questioning an investor’s true appetite for risk. The Little Book of Safe Money also contradicts many of the myths that whirl around Wall Street.