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Reading List

This is a small sample of an extended list of references that supports our philosophy of high quality, rigorously researched, low cost investing.  Please contact us for more information.

Beginning

 

Burton G. Malkiel, "A Random Walk down Wall Street: The Time-tested Strategy for Successful Investing" updated January 2016.

 

Securities and Exchange Commission, "Information for the Individual Investor" website.  (Lyon Park provides this SEC reference for information only.  The SEC does not "approve" or "endorse" any particular securities, issuers, products, services, professional credentials, firms, or individuals.)

 

Thomas J. Stanley, "The Millionaire Next Door: The Surprising Secrets of America's Wealthy" updated November 2010. 

Intermediate

John C. Bogle, "Common Sense on Mutual Funds" updated December 2009
 

William J. Bernstein, "The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk" October 2000

Benjamin Graham, and Zweig Jason with Buffett, Warren, "The Intelligent Investor" updated March 2009.

Robert Schiller, "U.S. Stock Markets 1871-Present and CAPE Ratio."   Download a spreadsheet with Dr. Schiller's data for Cyclically Adjusted  Price-to-Earnings ratio (CAPE).

Advanced

Eugene Fama and Kenneth French, "The Cross-Section of Expected Stock Returns," The Journal of Finance, Vol.XLVII, No. 2, June 1992.

Antti Ilmanen, "Expected Returns: An Investor's Guide to Harvesting Market Rewards" March 2011.

Harry M. Markowitz, "Portfolio Selection:  Efficient Diversification of Investments" 1959. 

Jim C. Otar, "Unveiling the Retirement Myth:  Advanced Retirement Planning Based on Market History"  2009.