Wednesday, July 14, 2004
Bibliography
General Investment:
[Bernstein2] The Four Pillars of Investing by William J. Bernstein
[Bogle1] Common Sense on Mutual Funds by John C. Bogle
[Malkiel1] A Random Walk Down Wall Street by Burton G. Malkiel
[Malkiel2] The Random Walk Guide to Investing by Burton G. Malkiel
[Tobias1] The Only Investment Guide You'll Ever Need by Andrew Tobias
[Amstrong1] The Informed Investor by Frank Armstrong III
Asset Allocation:
[Bernstein1] The Intelligent Asset Allocator by William J. Bernstein
[Gibson1] Asset Allocation by Roger C. Gibson
Taxes:
[Thomas1] Capital Gains, Minimal Taxes by Kaye A. Thomas
Stock Options:
[Thomas2] Consider Your Options by Kaye A. Thomas
[Pastore1] Stock Options by Robert R. Pastore
[Knapp1] Understanding Employee Stock Options, Rule 144 and Concentrated Stock Position Strategies by Travis Knapp
Web Sites:
http://www.techuncovered.com/
Concise, thorough, detailed, and overall excellent investment advice is found under the "A Better Way to Invest" tab, but other content is likely very interesting as well.
Fairmark.com: Tax Guide for Investors
An excellent collection of articles on investment taxation issues
The web site by William J. Bernstein: http://www.efficientfrontier.com/ contains some very interesting articles and list of recommended literature.
fee-only-advisor.com: a site with lots of investment articles, an online investment book by Frank Armstrong, a Miami fee-only financial advisor.
Articles on tax-efficient investment, indexing, and survivorship bias at Aperio Group.
TAM Investment Articles Library
www.fidelity.com: A link to Fidelity "Planning Center" (recommended by Malkiel)
www.troweprice.com: A link to Investment Planning and Tools can be accessed for free (recommended by Malkiel)
www.morningstar.com: After registration, some retirement tools and worksheets are free (recommended by Malkiel)
foliofn.com:
A proxy to construct a portfolio of stocks and save on commission. May be quite handy for tax-management purposes.
Self-Employed Retirement Planning: a downloadable handbook costing only $10 about IRAs, KEOGH, and other tax-sheltered retirement vehicles.
WSJ Asset Allocation Calculator
