Roundup: My Favorite Personal Finance Books

This post came from an email I wrote up for some friends. I just realized that it could be useful for everyone here. I’ll be fleshing this out with reviews and more suggestions over the coming weeks.

And without further ado:

Here are some financial book recommendations.

Starter, overall:

• The Only Guide You’ll Ever Need for the Right Financial Plan: Managing Your Wealth, Risk, and Investments

Starter, just investing:

• The Only Guide to a Winning Investment Strategy You’ll Ever Need: The Way Smart Money Preserves Wealth Today

More advanced:

• Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today
• The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk
• Rational Expectations: Asset Allocation for Investing Adults

Handle with care (but I do some stuff based on these):

• Lifecycle Investing: A New, Safe, and Audacious Way to Improve the Performance of Your Retirement Portfolio
• Value Averaging: The Safe and Easy Strategy for Higher Investment Returns
• The Only Guide to Alternative Investments You’ll Ever Need: The Good, the Flawed, the Bad, and the Ugly
• Philosophical Economics Trend Following Algorithm (and this, and this)

Really anything by Larry Swedroe or Bill Bernstein is great.

P.S. – For the millenial in your life: I Will Teach You To Be Rich

So what do you think? Let me know and we’ll make this list better together.