| EDIT | Category | Title | Copy | DELETE |
| Edit | Podcasts | Risk and Reward (downloadable MP3 audiorecording) | Paul Santos explains the various types of investments, with an overview of their risks and rewards (15.8 MB; playback time: 58 mins.) | Delete |
| Edit | Podcasts | Risk and Reward (Streaming audio with slides and text chat) | Paul Santos explains the various types of investments, with overviews of the risks and rewards involved (playback time: 50 mins.) | Delete |
| Edit | Podcasts | Decades downloadable MP3: | Delete | |
| Edit | Podcasts | Decades full streaming: | Delete | |
| Edit | Podcasts | Rules downloadable MP3: | Delete | |
| Edit | Podcasts | Rules of Retirement full streaming playback: | Delete | |
| Edit | PowerPoints | Decades slides: | Delete | |
| Edit | PowerPoints | Rules slides | (because some people like to flip through the slides before they make a listen decision): | Delete |
| Edit | PowerPoints | Risk and Reward slides | Delete | |
| Edit | SuggestedReading | Tobias, Andrew. 2005. The Only Investment Guide You’ll Ever Need | Part One, Minimal Risk, discusses how to avoid squandering your assets, how to assess and manage risks, how to develop a tax plan, etc. Part Two, The Stock Market, covers market basics, who to listen to, the advantages and disadvantages of Internet trading, and other personal investing strategies. See also | Delete |
| Edit | SuggestedReading | Chilton, David. 1997. The Wealthy Barber (Updated Third Edition). Three Rivers Press | The Wealthy Barber tries to make personal investing a simple process of slow asset growth with integrity. It is told in the form of a story. Some people love the scenarios and vignettes, while others find them wordy and hokey. Topics covered include saving, retirement goals, wills, life insurance, investing in real estate, tax planning, and more. | Delete |
| Edit | SuggestedReading | Malkiel, Burton. 2003. A Random Walk Down Wall Street (Revised Edition). Norton | According to the review in Publishers Weekly, in this investment classic, first published in 1973, “Malkiel advises investors to "buy and hold" a diversified portfolio heavy on index funds that passively mirror the market, which usually out-perform actively managed funds.” | Delete |
| Edit | SuggestedReading | Graham, Ben. 2005. The Intelligent Investor. Collins | Ben Graham (1894-1976) is considered the father of value investing. In addition to providing a general overview to the markets and how they work, Graham also provides advice for investors who purchase individual stocks. | Delete |
| Edit | SuggestedReading1 | Chambers, Larry. 2004. The First Time Investor (3rd edition). McGraw-Hill | This guide for beginners includes in-depth examinations of day trading, decimalization, global investing, and protecting your 401(k). | Delete |
| Edit | SuggestedReading1 | Gard, Jim. 2002. The Small Investor (2nd edition). Ten Speed Press | Oriented toward first-time investors, Gard's guide covers mutual funds and bonds, but focuses primarily on investing in stocks. Tax implications are not discussed. | Delete |
| Edit | SuggestedReading1 | Lynch, Peter. 2000. Learn to Earn. Fireside | Lynch's basic advice to beginning investors of all ages is to find companies that are likely to increase their earnings over the coming years. Includes a chapter providing a short history of capitalism. This book is also strong on direct investment programs. | Delete |
| Edit | SuggestedReading1 | Robinson, Marc. 2000. Investing Basics. Dorling Kindersley | This is a step-by-step guide to creating a personal financial plan. The book uses short, clear explanations. | Delete |
| Edit | SuggestedReading1 | Thakor, Manisha. 2007. On My Own Two Feet. Avon | Although this book focuses on helping women to become financial secure, its lessons and advice will resonate with men, too. It explains how to avoid the perils of credit card debt, how to balance the desire to live well now with the need to plan for the future, how to manage unexpected life events, and how to invest wisely using a simple yet powerful plan. | Delete |
| Edit | SuggestedReading1 | TheStreet.com. 2008. TheStreet.com Ratings' Consumer Guide to Life, Health, and Annuity Insurers. | According to this website, "Weiss Ratings tracks the financial safety of approximately 1,700 U.S. life, health, and annuity insurance companies each and every quarter. We then issue the Weiss Safety Ratings based on our analysts' review of publicly available information collected by the NAIC, and supplemented by data we collect directly from the companies themselves." Read more at | Delete |
| Edit | SuggestedReading1 | Social Security Administration. 2008. Social Security: Understanding the Benefits | This 24-page booklet is available online as a PDF file at | Delete |
| Edit | SuggestedReading2 | Kreitler, Robert P. 2000. Getting Started in Global Investing | U.S. stocks represent a decreasing percentage of worldwide equity. Kreitler helps investors take a global approach to investing, suggesting that a globally diverse portfolio achieves overall risk reduction, even when investing in higher risk stocks, than could be achieved if concentrating on any one stock market. | Delete |
| Edit | SuggestedReading2 | Dorsey, Thomas J., et al. 2007. Commodity Strategies. | The authors explain the time-tested strategy of Point & Figure Charting, especially the concept of relative strength. | Delete |
| Edit | SuggestedReading2 | Holihan, Mary B. 2008. The Complete Guide to Investing in Commodity Trading and Futures. Atlantic | Holihan's book provides a thorough overview of commodities trading. Although the book contains lots of details and case studies, it does not assume extensive prior knowledge about commodities. The first part of the book provides an general overview of commodities trading, including the history, terminology, strategies, and pitfalls. The second part examines each different area of commodity trading (grain, energy sources, animals, metals, etc.) in greater detail. | Delete |
| Edit | SuggestedReading2 | Prince, Dennis, and Dralle, Lynn. 2004. How to Sell Collectibles on eBay...And Make a Fortune! | The authors explain how to research the types and eras of various antiques and collectibles, price strategically, use language that will attract buyers, and ways to store, handle, and ship fragile collecctibles. | Delete |
| Edit | SuggestedReading2 | McLean, Andrew James, and Eldred, Gary W. 2005. Investing in Real Estate (5th edition). Wiley | This guide is renowned for its clear explanations and details about investing in real estate. Topics covered include: valuing properties; buying foreclosures; buying bargains; improvements with lasting value; managing leased property; financing options; tax advantages, and more. | Delete |
| Edit | SuggestedReading2 | Bogle, John. 2000. Common Sense on Mutual Funds. Wiley | As a follow-up to his earlier book, Bogle on Mutual Funds, Bogle advises investors to be wary of received wisdom that may not be so wise after all. As the founder of Vanguard mutual funds, Bogle is also a consumer advocate for mutual funds, always on the look-out for low-cost, no-load mutual funds. | Delete |
| Edit | SuggestedReading2 | Mladjenovic, Paul. 2008. Precious Metals Investing for Dummies. | Designed for the beginning and intermediate investor in precious metals, not for experienced investors in this category. The book discusses how to evaluate the different metals that are traded, the various ways to invest in metals (including physically possessing them), and how to sell them. | Delete |
| Edit | SuggestedReading2 | Kelly, Jason. 2007. The Neatest Little Guide to Stock Market Investing (revised edition). | Topics covered include: the basic concepts and terminology of investing in stocks; the methods of top investors; a historical analysis of how the stock market grows and fluctuates; how to choose a broker and place orders; how to efficiently, effective research stocks; and how to avoid stocks such as Enron and WorldCom that are headed for a train wreck. | Delete |
| Edit | SuggestedReading2 | Richelson, Hildy and Stan. 2007. Bonds: The Unbeaten Path to Secure Investment Growth. Bloomberg | The authors try to counterbalance the prevailing wisdom that a stock portfolio almost always outperforms a bond-heavy portfolio. They offer a wide variety of bond-based investment strategies. | Delete |
| Edit | SuggestedReading3 | Gary, Robert. 2007. Protecting Your Pension for Dummies. For Dummies | This book explains the latest pension laws, such as the Pension Protection Act of 2006, the meaning of eligibility, accrual, and vesting, your rights, the various types of penison plans, distributions, etc. It helps you deal with corporate events, such as bankruptcies, mergers, and pension cutbacks, as well as personal events, such as divorce, loans, and personal bankruptcy. | Delete |
| Edit | SuggestedReading3 | Pippin, Michael. 1996. Retirement Plans. Retirement Education Publishers | Delete | |
| Edit | SuggestedReading3 | Matthews, Joseph L. and Dorothy. 2008. Social Security, Medicare & Government Pensions (13th ed.) | The authors attempt to help readers better understand and navigate their way through often-confusing systems. Pensions for veterans also are covered. | Delete |
| Edit | SuggestedReading3 | Biracree, Tom. 1991. Protect your Social Security, Medicare, and Pension Benefits | Delete | |
| Edit | SuggestedReading4 | Swedroe, Larry. 2005. The Only Guide to a Winning Investment Strategy You'll Ever Need (Rev. Ed.) | This revised edition of an investment classic contains a new chapter comparing index funds, ETFs, and passive asset class funds, plus an expanded section on caring for and maintaining your portfolio. Also covered are the five factors that determine expected returns of a balanced equity and fixed income portfolio; important facts about volatility, return, and risk; and six steps to building a diversified portfolio. | Delete |
| Edit | SuggestedReading4 | Chancellor, Edward. 2000 Devil Take the Hindmost: A History of Financial Speculation | Chancellor chronicles 400 years of bull markets and speculative manias, driven by the speculative spirit, which "loves freedom, detests cant, and abhors restrictions. ... Although profoundly secular, speculation is not simply about greed. The essence of speculation remains a Utopian yearning for freedom and equality which counterbalances the drab rationalistic materialism of the modern economic system with its inevitable inequalities of wealth." | Delete |
| Edit | SuggestedReading4 | Stanyer, Peter, and Dimson, Elroy. 2006. Guide to Investment Strategy | This book emphasizes a diversified portfolio to avoid disastrous financial results, which the authors feel are more likely than most people realize. | Delete |
| Edit | SuggestedReading5 | American Century Investments. Tax Strategies for Capital Gain and Income Distributions | This webpage succinctly explains the types of mutual fund distributions, how they're taxed, and strategies to reduce your tax liability. | Delete |
| Edit | SuggestedReading5 | Securities and Exchange Commission. 2008. Internet Fraud: How to Avoid Internet Investment Scams | The U.S. Securities and Exchange Commission has a useful webpage that outlines some of the more common investment frauds perpetrated via the Internet. | Delete |
| Edit | SuggestedReading5 | Bell, Kay, and Fleitas, Amy. 2004. Top 10 Investing Scams | This brief online article summarizes what the authors feel are the top ten investment scams. Number one is the oft-tried Ponzi scheme, and number two is senior investment fraud. | Delete |
| Edit | SuggestedReading5 | Schleef, Harold J. and Eisinger, Robert M. 2007 "Hitting or Missing the Retirement Target" | This somewhat scholarly article that appeared in the journal Financial Services Review argues that, while personal financial planning entails establishing retirement portfolio goals, using strategies that evolve over time, life-cycle funds that reduce equity allocations over time fail to increase the likelihood of reaching a targeted portfolio value compared with fixed asset allocation models. | Delete |
| Edit | SuggestedReading6 | Silver Lake Publishing. 2002. Insurance Dictionary | Delete | |
| Edit | SuggestedReading6 | Zevnik, Richard. 2004. The Complete Book of Insurance. Sphinx. | Zevnik, an attorney who specializes in insurance issues, focuses primarily on homeowners and auto insurance. His explanation of this complex industry helps individuals find the best insurance to meet their needs. | Delete |
| Edit | SuggestedReading6 | Carlson, Robert C. 2004. The New Rules of Retirement: Strategies for a Secure Future. Wiley | Carlson, the editor of the monthly newsletter Retirement Watch, helps individuals develop strategies and manage their assets to ensure financial security throughout the retirement years. | Delete |
| Edit | SuggestedReading6 | Godin, Seth. 1998. If You're Clueless About Insurance and Want to Know More. Dearborn | Delete | |
| Edit | SuggestedReading7 | Palermo, Michael. 2008. AARP Crash Course in Estate Planning (updated editon). Sterling. | This book provides an overview of most aspects of planning an estate and creating a will. Topics covered include: resolving possible tax issues ahead of time, guardianships, executors, advanced medical directives, trustees, protecting children with disabilities, and simple living trusts. | Delete |
| Edit | SuggestedReading7 | Simon, Jordan. 2003. Estate Planning for Dummies. Wiley | This guide helps you put your estate in order, minimize estate taxes, establish a trust, hone your will, anticipate probate, ensure your insurance policies are structured properly, provide for pets, and plan for special situations, such as becoming incompetent. | Delete |
| Edit | SuggestedReading7 | Dearborn Financial Publishing. 2000. Basics of estate planning. | Delete | |
| Edit | SuggestedReading7 | Godfrey, Neale. 2006. Money Doesn't Grow on Trees (revised edition). Simon & Schuster | This book helps parents develop strategies for teaching their children about personal finances. Godfrey is the mother to two and Chairman of the Children's Financial Network. | Delete |
| Edit | SuggestedReading7 | Olsen, Timothy. 2003. The Teenage Investor. McGraw-Hill. | Written when Olsen was 13 years old and a five year market veteran, this book contains advice to young and first-time investors on investing in stocks, bonds, and mutual funds with an eye to building a lifelong investment portfolio. | Delete |