KeatsConnelly Guides
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Border Guide, The This book is the definitive guide to cross-border financial planning. If you are a Canadian living in the US or if you are an American citizen returning to the US, this book can save you time, money and headaches. |
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A Canadian’s Best Tax Haven: The US This book will help you realize a lifestyle choice that involves a climate with year-round golfing and sandy beaches is not only possible, but can also save you money in the form of lower cost of living and lower income taxes. |
Estate Planning
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Beyond The Grave For everyone concerned with preventing family conflict over their estates, this is the first book to give precise instructions that ensure that each heir receives an equitable and thoughtful legacy–while the IRS and lawyers get the minimum amount. |
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How To Settle An Estate This practical and step-by-step guide leads readers through the maze of legal documents, forms, letters, and notices to be filed and the procedures that must be followed to fulfill all obligations when settling an estate. |
Financial Planning
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Making the Most of Your Money The author of Everyone’s Money Book writes personal-finance columns for Newsweek, Woman’s Day and 250 newspapers nationwide. Now she provides a clear, user-friendly financial planner to help readers make financial choices. |
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Money and the Meaning of Life This remarkable book combines myth and psychology, the poetry of the Sufis and the wisdom of King Solomon, along with Needleman’s searching of his own soul and his culture to explain how money can become a unique means of self-knowledge. |
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Roth IRA Book: A Investor’s Guide by Ph.D. Gobind Daryanani |
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Staying Wealthy You’ve built a successful business, or earned a lot of money and invested it wisely, or skillfully managed the family business you inherited. Now it’s time to figure out what to do with it all, as taking it with you isn’t an option. |
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T.A.S.K. – The Trusted Advisor’s Survival Kit The T.A.S.K. gives you the wisdom of 46 experts from all areas of tax, estate, legal, and financial consulting — with over 1,000 years of collective experience. |
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WSJ Guide to Understanding Personal Finance This visually appealing, user-friendly guide initiates the reader into the world of money and the financial markets. |
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Your Money or Your Life The authors set forth a step-by-step regimen that involves accounting for every penny you spend, avoiding every expense you can, and stashing all your savings in Treasury bonds until you’re able to live off the interest. |
Forecasting
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Searching For Certainty by John Casti |
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The Fortune Sellers No one can foretell the future. Or can they? There are many who purport to–and they are making a fortune. |
Insurance
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Choosing and Using an HMO America’s leading HMO reporter provides a tool kit for knowledgeably choosing the right HMO or health plan and getting the most out of it. |
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Life Insurance Sense and Nonsense by Glenn S. Daily |
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Smarter Insurance Solutions The average household spends 16% of its budget on insurance, yet consumers know very little about their coverage. |
Investment Books
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Against The Gods A comprehensive history of man’s efforts to understand risk and probability, beginning with early gamblers in ancient Greece, continuing through the 17th-century French mathematicians Pascal and Fermat and up to modern chaos theory. |
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An Investor’s Anthology by Charles Ellis |
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Capital Ideas When the 1974 recession hit Wall Street, investment professionals desperately turned to academia to help regain the value of their clients’ holdings. |
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Common Sense on Mutual Funds Bogle–founder of the Vanguard Group–makes a strong case for index funds with this exhaustive study of investing. |
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Common Stocks and Uncommon Profits This classic investment book, first published in 1958, fascinates investors because it enables them to discern the origins of some of today’s most popular investment philosophies. |
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Financial Shenanigans Would a company with serious financial problems want to broadcast that fact in its corporate report? Of course not! A noted authority uncovers the gimmicks used to hide ailing finances. |
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Global Bargain Hunting Completely updated to include late-breaking information on changing global markets, this book introduces readers to the most exciting money-making opportunity of the 21st century. |
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Handbook of Fixed Income Securities For years, individual and institutional investors have relied on “The Handbook” to help them understand the dynamics and opportunities within the fixed income market. |
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How Mutual Funds Work This book outlines the stock market, the bond market, asset allocation, index funds, variable annuities, tax considerations, and the role of computers. |
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Random Walk Down Wall Street First published in 1973, this seventh printing of a A Random Walk looks forward and does so broadly, examining a new range of investment choices facing the turn-of-the-century investor. |
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Stocks For The Long Run With research dating back to 1802, Stocks for the Long Run convincingly argues that stocks out perform all other investments over the long-term. |
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Technical Analysis of Stock Trends For 50 years, this universally acclaimed classic has remained the bible on technical stock analysis. |
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Telecosm by George Gilder |
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The Index Fund Solution This step-by-step, jargon-free guide to investing with index mutual funds is coauthored by the bestselling author of “A Random Walk Down Wall Street”. |
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The Intelligent Investor A revised edition of the best-selling investment guide takes account of both the defensive and the enterprising investor. |
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The Meaning of the Microcosm bye George Gilder |
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The Portable Financial Analyst A unique collection of essays that addresses the heart of every investors and analysts dilemma: how to make decisions in the face of unknown forces and how to assert some control over the outcome. |
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The Terrible Truth About Investing by Bruce Temkin |
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The Victorian Internet The parallels between the now-ubiquitous Internet and the telegraph are amazing, offering insight into the ways new technologies can change the very fabric of society within a single generation. |
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Value Investing bye Martin Whitman |
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Voodoo Science This book covers them all: Pathological science, junk science, pseudoscience, and fraudulent science. |
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Why Smart People Make Big Money Mistakes The authors describe the burgeoning new era of research to reveal why people spend, invest, save, borrow, and waste money. |
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Winning The Loser’s Game This indispensable investment guide asks the question: How can an individual invest successfully when the majority always fails? |
Retirement
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The New Retirementality by Mitch Anthony – 3rd edition – The New Retirementality outlines a cleverly named concept that should be of interest to anyone uneasy with the traditional requirement that Americans totally drop one portion of their lives…. |
Tax Planning
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The Ernst & Young Tax Guide 2011 24th Edition – The top tax guide from America’s leading tax and accounting firm. |
Investing principles
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The Investment Answer by Daniel C. Goldie and Gordon S. Murray The Five Key Decision Every Investor Needs to Make. |
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Winning the Loser’s Game by Charles Ellis Timeless Strategies for Successful Investing. |
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Common Sense on Mutual Funds by John C. Bogle 10th Anniversary Edition |
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The Intelligent Investor by Benjamin Graham The Definitive Book on Value Investing |
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The Four Pillars of Investing by William J. Bernstein Lessons for Building a Winning Portfolio |
Comparison of Canadian and US Mutual Funds
Summarized from a Canadian Securities Administrators Discussion Paper
https://www.keatsconnelly.com/kca_files/docs/Comparison-of-Canadian-and-US-Mutual-Funds.pdf
Active versus Passive
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Someone Will Make Money on Your Funds, Why Not You? by Gary L. Gastineau |
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A Random Walk Down Wall Street by Burton Malkiel – Professor of Economics at Princeton The Time-Test Strategy for Successful Investing |
S&P Dow Jones Indices versus Active Funds (SPIVA®) Research and Scorecards
http://us.spindices.com/resource-center/thought-leadership/spiva/
The Arithmetic of Investment Expenses
by William F. Sharpe – Nobel Laureate and professor at Stanford University’s Graduate School of Business
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2241716
http://www.stanford.edu/~wfsharpe/art/active/active.htm
Economic Growth and Equity Investing – Audio by CFA Institute (39 minutes)
http://www.cfainstitute.org/learning/products/multimedia/Pages/29778.aspx
Who Should Hedge Tail Risk?
by Robert Litterman and the CFA Institute
Tail Risk is low probability events, recently referred to as Black Swan events
http://www.cfainstitute.org/learning/products/publications/faj/Pages/faj.v67.n3.7.aspx
Behavioral Finance
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What Investors Really Want
by Meir Statman |
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Fooled by Randomness
by Nicholas Taleb |
Behavioral Biases and Investment Implications by Scott A. Bosworth
http://www.dfaus.com/2009/12/behavioral-biases.html
Markets Work
by Dimensional Fund Advisors
http://www.dfaus.com/philosophy/markets-work.html
Market History
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Capital Ideas
by Peter L. Bernstein |