Books: recommendations and reviews

From Bogleheads
Jump to navigation Jump to search

Start-up books

There is no general consensus on what are the best first books, but this short list is very popular.

Publication Date Book Review Discussion
2014 The Bogleheads' Guide to Investing - Taylor Larimore, Michael LeBeouf, Mel Lindauer Bogleheads' Guide To Investing Taylor's Gems
2018 The Bogleheads' Guide to the Three-Fund Portfolio - Taylor Larimore Taylor's Book
2014 If You Can: How Millennials Can Get Rich Slowly - William Bernstein (Free download) Taylor's Gems
2017 The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns (10th Anniversary Edition) - John C. Bogle Taylor's Gems
2009 The Investor's Manifesto - William Bernstein (The 2012 edition is available in paperback) Taylor's Gems
2010 All About Asset Allocation - Rick Ferri All About Asset Allocation Taylor's Gems
2005 The Only Guide to a Winning Investment Strategy You'll Ever Need - Larry Swedroe Taylor's Gems
2011 The Only Investment Guide You'll Ever Need - Andrew Tobias Only Investment Guide

Suggested first reads for general financial education:

Publication Date Book Review Discussion
2011 How a Second Grader Beats Wall Street: Golden Rules Any Investor Can Learn - Allan Roth Taylor's Gems
2006 Smart and Simple Financial Strategies for Busy People - Jane Bryant Quinn, Simon and Schuster


Publication Date Book Review Discussion
2017 Winning the Loser's Game, Seventh Edition: Timeless Strategies for Successful Investing - Charles Ellis
2003 Common Stocks and Uncommon Profits - Philip Fisher
2006 The Intelligent Investor: The Definitive Book on Value Investing - Benjamin Graham with introduction by Warren Buffett and new commentary by Jason Zweig Taylor's Gems
2017 One Up on Wall Street: How to Use What You Already Know to Make Money in the Market - Peter Lynch
2016 A Random Walk Down Wall Street - Burton Malkiel Taylor's Gems
2005 Where are the Customer's Yachts?: Or a Good Hard Look at Wall Street - Fred Schwed Jr. Taylor's Gems
2016 Irrational Exuberance - Robert Shiller
2014 Stocks for the Long Run - Jeremy Siegel

General financial planning

Publication Date Book Review Discussion
2006 Smart and Simple Financial Strategies for Busy People - Jane Bryant Quinn
2009 Making the Most of Your Money Now: The Classic Bestseller Completely Revised for the New Economy - Jane Bryant Quinn
2011 The Only Investment Guide You'll Ever Need - Andrew Tobias Only Investment Guide

General investment

Publication Date Book Review Discussion
2003 The Informed Investor: A Hype-free Guide to Construct a Sound Financial Portfolio - Frank Armstrong Taylor's Gems
2010 The Four Pillars of Investing: Lessons for Building a Winning Portfolio - William Bernstein Taylor's Gems
2000 The Intelligent Asset Allocator:How to Build Your Portfolio to Maximize Returns and Minimize Risk - William Bernstein Intelligent Asset Allocator
2000 The Bond Bible - Marilyn Cohen
2006 The Lazy Person's Guide to Investing: A Book for Procrastinators, the Financially Challenged, and Everyone Who Worries About Dealing with Their Money - Paul Farrell Taylor's Gems
2003 Protecting Your Wealth in Good Times and Bad - Rick Ferri Taylor's Gems
2007 The ETF Book: All You Need to Know About Exchange-Traded Funds - Rick Ferri Taylor's Gems
2006 All About Index Funds: The Easy Way to Get Started - Rick Ferri Taylor's Gems
2012 The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy- Craig Rowland, J.M. Lawson Permanent Portfolio
2005 The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street and Get On With Your Life - Bill Schultheis Taylor's Gems
2006 The Smartest Investment Book You'll Ever Read: The Simple, Stress-Free Way to Reach Your Investment Goals - Daniel Solin Smartest Investment Book You'll Ever Read Taylor's Gems
2007 Wise Investing Made Simple - Larry Swedroe Taylor's Gems
2006 The Only Guide to a Winning Bond Strategy You'll Ever Need - Larry Swedroe and Joseph Hempen Taylor's Gems
2005 Unconventional Success: A Fundamental Approach to Personal Investment - David Swensen Taylor's Gems
2002 Rational Investing in Irrational Times - Larry Swedroe Taylor's Gems
2013 Common Sense Investing: Ten Simple Rules to Finance Your Dreams- Rick Van Ness Common Sense Investing Taylor's Gems
2009 The Little Book of Safe Money: How to Conquer Killer Markets, Con Artists, and Yourself - Jason Zweig Taylor's Gems


Publication Date Book Review Discussion
2009 The Bogleheads' Guide To Retirement Planning - Taylor Larimore, Mel Lindauer, Rick Ferri, & Laura Dogu, editors Bogleheads' Guide to Retirement Planning Taylor's Gems
2006 Retirement Income Redesigned: Master Plans for Distribution - Harold Evensky, Deena Katz, editors Retirement Income Redesigned
2001 J.K. Lasser's Your Winning Retirement Plan - Henry Hebeler
2004 Asset Dedication - Stephen Huxley & J. Brent Burns Asset Dedication
2008 Live It Up Without Outliving Your Money! - Paul Merriman Live It Up Without Outliving Your Money
2001 Retirement Bible - Lynn O'Shaughnessy
2009 Unveiling The Retirement Myth - Jim C. Otar Jim Otar’s Unveiling the Retirement Myth, Steve Thorpe (forum member) Otar's book: "Unveiling the Retirement Myth"
2016 How to Make Your Money Last: The Indispensable Retirement Guide - Jane Bryant Quinn Make your retirement money last, Larry Swedroe Make your retirement money last
2009 The New Savage Number: How Much Money Do You Really Need to Retire? - Terry Savage The New Savage Number
2007 Your Complete Retirement Planning Road Map - Ed Slott Your Complete Retirement Planning Road Map
2006 Yes, You Can Still Retire Comfortably - Ben Stein, Phil DeMuth
2006 Mind over Money: Your Path to Wealth and Happiness - Eric Tyson
2004 How to Retire Happy, Wild and Free: Retirement Wisdom That You Won't Get From Your Financial Advisor - Ernie Zelinski

Behavioral finance

Publication Date Book Review Discussion
2009 Predictably Irrational: The Hidden Forces That Shape Our Decisions - Dan Ariely
2010 Why Smart People Make Big Money Mistakes and How to Correct Them: Lessons from the Life-Changing Science of Behavioral Economics - Gary Belsky and Thomas Gilovich
1998 Against the Gods: The Remarkable Story of Risk - Peter Bernstein
2011 Thinking, Fast and Slow - Daniel Kahneman Kahneman's "Thinking, Fast and Slow" Is Out!
2001 When Genius Failed: The Rise and Fall of Long-Term Capital Management - Roger Lowenstein
2007 The Black Swan - Nicholas Taleb Black Swan; Nicholas Taleb
2005 Fooled By Randomness: The Hidden Role of Chance in Life and the Markets - Nicholas Taleb Nassim Nicholas Taleb
2016 Misbehaving: The Making of Behavioral Economics - Richard H. Thaler
2009 Nudge: Improving Decisions About Health, Wealth, and Happiness - Richard H. Thaler and Cass Sunstein
2008 Your Money and Your Brain - Jason Zweig Taylor's Gems

Estate planning

Publication Date Book Review Discussion
2014 Beyond the Grave, Revised and Updated Edition: The Right Way and the Wrong Way of Leaving Money to Your Children (and Others) - Jeffery L. Condon Estate Planning Books

401(k) plan

Publication Date Book Review Discussion
2009 Cut Your 401(k) Plan Expenses AND Keep More of YOUR Money: Simple steps to cut plan costs, save money, and make monitoring your plan stress free

Affiliate links is an Amazon Associate and may earn from qualifying purchases made through

See also

External links

Forum discussions