Proper Investing (passive indexing) and Financial Planning

A Listmania! list by Jeffrey Broadhurst "A Fee-Only Financial Advisor" (Philadelphia, PA)
(REAL NAME)   
 
Index Funds: The 12-Step Program for Active Investors
1.  Index Funds: The 12-Step Program for Active Investors by Mark T. Hebner
The list author says:
  "The Best Book on investing.  Beautiful grahpics and pictures!!!  Explains it all in the most dynamic and sequential fashion"
$17.19   Used & New from: $0.98
4.6 out of 5 stars  See all reviews (48 customer reviews)

Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction
2.  Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction by Bert Whitehead
The list author says:
  "The best book on financial planning.  It's all you need to know in an easy read.  Use this for unbiased, comprehensive advice."
Used & New from: $0.01
4.4 out of 5 stars  See all reviews (33 customer reviews)

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What Wall Street Doesn't Want You to Know: How You Can Build Real Wealth Investing in Index Funds
3.  What Wall Street Doesn't Want You to Know: How You Can Build Real Wealth Investing in Index Funds by Larry E. Swedroe
The list author says:
  "Read this if you want to know what your broker doesn't  want you to know.  DFA funds discussed"
$18.90   Used & New from: $0.81
4.5 out of 5 stars  See all reviews (28 customer reviews)

Who's Watching Your Money: The 17 Paladin Principles for Selecting a Financial Advisor
4.  Who's Watching Your Money: The 17 Paladin Principles for Selecting a Financial Advisor by Jack Waymire
The list author says:
  "Learn how to avoid bad financial advice, to learn how to select high quality advisors, to find competent, trustworthy professionals, to rate current advisors, and to review advisor documentation"
Used & New from: $0.93
5.0 out of 5 stars  See all reviews (1 customer review)

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The New Retire-Mentality: Planning Your Life and Living Your Dreams . . . at Any Age You Want
5.  The New Retire-Mentality: Planning Your Life and Living Your Dreams . . . at Any Age You Want by Mitch Anthony
The list author says:
  "Live an intentional life worth living.  Attn: Baby Boomer - read this before it is too late and you die with regrets."
Used & New from: $0.01
3.9 out of 5 stars  See all reviews (14 customer reviews)

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The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life
6.  The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life by George Kinder
The list author says:
  "An interesting book on the spiritual side of money.  What it means, how it makes us feel, what makes us truly "free""
$13.16   Used & New from: $0.52
4.5 out of 5 stars  See all reviews (51 customer reviews)

The Young Couple's Guide to Growing Rich Together
7.  The Young Couple's Guide to Growing Rich Together by Jill Gianola
The list author says:
  "Good gift for newly weds.  Start the right habits early and grow rich!"
$17.82   Used & New from: $0.01
5.0 out of 5 stars  See all reviews (6 customer reviews)

A Random Walk Down Wall Street: Completely Revised and Updated Edition
8.  A Random Walk Down Wall Street: Completely Revised and Updated Edition by Burton G. Malkiel
The list author says:
  "Seminal work on the randomness of stocks.  You can't pick stocks or time the markets because price movements are random and impossible to predict."
$13.43   Used & New from: $0.01
4.3 out of 5 stars  See all reviews (76 customer reviews)

The Random Walk Guide To Investing
9.  The Random Walk Guide To Investing by Burton G. Malkiel
The list author says:
  "Follow up book to Malkiel's book of Truth."
$14.26   Used & New from: $2.25
4.5 out of 5 stars  See all reviews (48 customer reviews)

The Four Pillars of Investing: Lessons for Building a Winning Portfolio
10.  The Four Pillars of Investing: Lessons for Building a Winning Portfolio by William J. Bernstein
The list author says:
  "Another great book from Bernstein. DFA funds discussed"
Used & New from: $6.63
4.6 out of 5 stars  See all reviews (118 customer reviews)

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Rational Investing in Irrational Times: How to Avoid the Costly Mistakes Even Smart People Make Today
11.  Rational Investing in Irrational Times: How to Avoid the Costly Mistakes Even Smart People Make Today by Larry E. Swedroe
The list author says:
  "Even better..."
Used & New from: $0.01
4.7 out of 5 stars  See all reviews (23 customer reviews)

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The Only Guide to a Winning Investment Strategy You'll Ever Need: The Way Smart Money Invests Today
12.  The Only Guide to a Winning Investment Strategy You'll Ever Need: The Way Smart Money Invests Today by Larry E. Swedroe
The list author says:
  "Swedroe's 2nd book.  Keeps getting better.  DFA funds discussed"
Used & New from: $2.31
4.7 out of 5 stars  See all reviews (59 customer reviews)

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The Successful Investor Today: 14 Simple Truths You Must Know When You Invest
13.  The Successful Investor Today: 14 Simple Truths You Must Know When You Invest by Larry E. Swedroe
The list author says:
  "Best one yet!"
Used & New from: $0.01
4.8 out of 5 stars  See all reviews (18 customer reviews)

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Does Your Broker Owe You Money?
14.  Does Your Broker Owe You Money? by Daniel R. Solin
The list author says:
  "Been burned by your broker?  Read this"
Used & New from: $0.01
4.0 out of 5 stars  See all reviews (16 customer reviews)

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Merrill Lynch: The Cost Could Be Fatal: My War Against Wall Street's Giant
15.  Merrill Lynch: The Cost Could Be Fatal: My War Against Wall Street's Giant by Keith Schooley
The list author says:
  "Details the scummy tactics of stockbroker"
$22.61   Used & New from: $3.24
4.2 out of 5 stars  See all reviews (12 customer reviews)

How To Sue Your Stockbroker Without A Lawyer
16.  How To Sue Your Stockbroker Without A Lawyer by James M. Punderson
The list author says:
  "When your pissed and ready to get back what they TOOK from you"
$35.00   Used & New from: $27.77
4.2 out of 5 stars  See all reviews (4 customer reviews)

Investment Policy: How to Win the Loser's Game
17.  Investment Policy: How to Win the Loser's Game by Charles D. Ellis
The list author says:
  "The Investment Policy Statement is crucial to you having a "Successful Investing Experience".  Dont have have one - you need to."
Used & New from: $0.01
4.6 out of 5 stars  See all reviews (5 customer reviews)

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Winning the Loser's Game: Timeless Strategies for Successful Investing
18.  Winning the Loser's Game: Timeless Strategies for Successful Investing by Charles D. Ellis
The list author says:
  "Losers trade stocks, winners invest in a globally-diversified, tax-efficient portfolio of low-cost index funds"
Used & New from: $0.01
3.9 out of 5 stars  See all reviews (41 customer reviews)

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The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk
19.  The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk by William J. Bernstein
The list author says:
  "All about proper portfolio construction.  DFA funds discussed."
$19.96   Used & New from: $9.30
4.5 out of 5 stars  See all reviews (105 customer reviews)

Deduct It! Deduct It! For Tax Year 2011
20.  Deduct It! Deduct It! For Tax Year 2011 by Carol Johnson
The list author says:
  "A good book to keep on your desk so that you track all your charitable deductions throughout the year.  They really add up and can save you alot of money in tax deductions."
$9.95   Used & New from: $3.98
4.5 out of 5 stars  See all reviews (2 customer reviews)

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Author

Jeffrey Broadhurst "A Fee-Only Financial Advisor" (Philadelphia, PA)
(REAL NAME)   
Qualifications: a Registered Invesment Advisor with MBA, CFA & CFP designations
Last updated: 6/3/11
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