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• Crafting an integrated financial plan that encompasses cash flow,
    insurance, investment, tax, retirement, and estate planning objectives
    almost always requires the services of a financial planner. However,
    simply investing wisely can often be accomplished with the
    assistance of some of the following outstanding books and websites.

         - The Intelligent Asset Allocator by William Bernstein
         - The Four Pillars of Investing by William Bernstein
         - All About Asset Allocation - Richard A. Ferri
         - The Index Solution by R. E. Evans, and B. G. Malkiel
         - JK Lasser's Guide to Mutual Funds
         - Mutual Funds for Dummies
         - A Random Walk Down Wall Street By B. G. Malkiel
         -
• You can figure out your own investment strategy from these books
   and enter your own transactions, or we can train you to be your own
   Financial Advisor.

• Check out my Fundamentals of Investing