About

Your Client Portfolio

To view online portfolio.

Recommended Books

 

Winning the Loser's Game: Timeless Strategies for Successful Investing
by Charles D. Ellis

This indispensable investment guide asks the question: How can an individual invest successfully when the majority always fails? Charles Ellis, one of today's most brilliant investment writers, has updated his influential book to include: Ways to escape the ravages of taxes and inflation How to successfully pass your estate to your heirs (not the taxman!) Common investing mistakes and painless strategies to avoid them.

Stocks for the Long Run
by Jeremy J. Siegel, Peter L. Bernstein

Jeremy Siegel's best-selling book has proven that stocks are the best investment over the long term. Now, this classic guide has been revised to include today's most successful investment strategies. With its phenomenal analysis of financial market returns since 1802, no other book offers such an in-depth historical--and yet timely--perspective on what drives the market.


Against the Gods: The Remarkable Story of Risk
by Peter Bernstein

In this unique exploration of risk in our society, Peter Bernstein argues that the notion of bringing risk under control is one of the central ideas that distinguishes modern times from the more distant past.

Against The Gods, a narrative that reads like a novel, chronicles the remarkable intellectual adventure that liberated humanity from the oracles and soothsayers by means of the powerful tools of risk management.


Capital Ideas: The improbable Origins of Modern Wall Street
by Peter Bernstein

In this rich and lively history of the ideas that shaped modern finance, Peter Bernstein tells the story of how a small, little-known group of scholars revolutionized the management of the world's wealth. Their ideas were dismissed as recently as the late 1960s by Wall Street veterans as 'a lot of baloney' pieced together by a bunch of 'academia nuts'. Their discovery, which specified how risk could be controlled through diversification, finally began to take hold after the shattering bear market of 1974.


The Intelligent Investor
by Benjamin Graham

'The Intelligent Investor is the best book ever written for the stockholder' says the author and investment counsellor John Train. Benjamin Graham's classic work offers sound and safe principles for investing - principles that have worked for more than forty years since the first edition was published. With an introduction and appendix by Warren Buffet, one of Graham's most famous students in investing strategy, this book takes account of both the defensive and the enterprising investor.


The Millionaire Next Door
by Thomas J Stanley, Ph.D and William D Danko, Ph.D

This is the never-before-unearthed story about America's rich - and how they got that way. According to the authors, most people have it all wrong about how you become wealthy in America. It is seldom inheritance or advanced degrees or even intelligence that builds fortunes in this country. Wealth in America is more often the result of hard work, diligent savings and living below your means. The Millionaire Next Door will tell you the seven common denominators that show up again and again among those who have accumulated wealth.