Denver Money Manager

Robert Grey AIF®, Aaron Grey CFP® & Joel Martin - Financial Advisors

 

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Suggested Reading

 


The Investment Answer by Dan Goldie & Gordon Murray

This unique book is written in clear and understandable language.  Whether you are new to finance or an experienced investor, this book is essential reading.  It cuts through the Wall Street hype to give you just what you need to know.  You will learn to take advantage of how markets really work and how to benefit from the wisdom that Nobel Prize winners have acquired over the last 60 years.  This book will change the way you think about investing. 

Stop by the office to borrow a copy!


The Richest Man in Babylon by George 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.  This is the book that holds the secrets to acquiring money, keeping money, and making money earn more money.

Stop by the office for a free copy!


The Little Book of Common Sense Investing by John Bogle

Investing is all about common sense. Owning a diversified portfolio of stocks and holding it for the long term is a winner’s game. Trying to beat the stock market is theoretically a zero-sum game (for every winner, there must be a loser), but after the substantial costs of investing are deducted, it becomes a loser’s game. Common sense tells us—and history confirms—that the simplest and most efficient investment strategy is to buy and hold all of the nation’s publicly held businesses at very low cost. The classic index fund that owns this market portfolio is the only investment that guarantees you with your fair share of stock market returns.

The Little Book of Common Sense Investing will change the very way you think about investing. Successful investing is not easy. (It requires discipline and patience.) But it is simple. For it’s all about common sense.


Your Complete Retirement Savings Road Map by Ed Slott

Author and IRA expert Ed Slott gives aging baby boomers a guide to the tricky process of managing and accessing their retirement funds while avoiding costly missteps. This is not an investment handbook, but rather focuses on the savings one already has, providing the steps necessary for "protecting, preserving and passing the balance (if any) in their retirement account to their heirs." Each chapter covers a different aspect of the retirement process (beneficiaries, custodians, "stretch opportunity"), addressing "What it Does," "What's in it for me?" and "What if I don't?" This is a straightforward nuts-and-bolts financial guide with a welcoming voice and easy-to-follow advice.



The Intelligent Asset Allocator by William Bernstein

William Bernstein is one of today’s most unlikely financial heroes. A practicing neurologist, he used his self-taught investment knowledge and research to build a popular investor’s website. Now, in the plain-spoken The Intelligent Asset Allocator, he shows independent investors how to build a diversified portfolio. A breath of fresh air for investors tired of overly technical investment tomes, this book will help investors:
• Learn the risk/reward characteristics of various investment types
• Understand and apply portfolio theory for an improved risk/reward ratio
• Sharpen their focus, and take control of their investment programs

     

     

                        


This information is intended for the use of the clients of Denver Money Manager. The opinions, and commentary are intended for information purposes only, and do not constitute an inducement to buy or sell any securities mentioned. Robert Grey, Aaron Grey, Will Snider, friends, family, & employees may have positions in the securities mentioned on this website.