Helpful Wealth Management Links

Achieving Financial Success

If you are interested in learning how to successfully invest your money, we recommend that you turn to the academic community and those with close ties to academia to obtain objective and well-researched information. While their research and conclusions can be difficult for the general public to locate, there is a wealth of information available.

Here are some web sites that you may find helpful.


Check out Dimensional Fund Advisors site, particularly the "library" for lots of information on successful investing. DFA happens to be the mutual fund family that we use for the majority of our clients investments.

Index Funds offers a good general discussion of passive investment management. For more technical, yet excellent articles about successful investing, try Efficient Frontier's website.

John C. Bogle, the Founder of The Vanguard Group, Inc., the purveyor of low cost and tax efficient mutual funds has made it his mission to teach people how to invest successfully. The Bogle Financial Markets Research Center has many excellent speeches and articles by Mr. Bogle on a variety of investment topics.


PARTNERSINWEALTH recommends seven books that will help anyone understand how to take control of their finances and achieve financial peace of mind.

1)      The Millionaire Next Door: Surprising Secrets of America’s Wealthy” by Thomas J. Stanley and William Danko. This book identifies seven common traits that show up again and again among those who have accumulated wealth. The authors point out that most of the wealthy in this country do not live in Beverly Hills or on Park Avenue, they live next door. They reveal that the typical profile of the self-made millionaire is often quite the opposite of what we normally believe.

2)      The Richest Man in Babylon” by George S. Clason. Through a series of delightful short stories straight from the heart of ancient Babylon, this book offers tips and tools for financial success that have withstood the test of time and are still applicable today.

3)      Get Financially Naked: How to Talk Money with Your Honey” by Manisha Thakor. Complete with charts, graphs, case studies, and tip-based advice, this succinct, straightforward guide teaches you how to discuss your finances with your significant other.

4)      The 9 Steps to Financial Freedom” by Suze Orman.Acclaimed financial advisor, Suze Orman, approaches personal finance from a spiritual and emotional point of view. This classic may change the way you think, feel, and act about money. Additionally, the refreshed edition includes updated information about the modern world of money management.

5)      The Total Money Makeover: A Proven Plan for Financial Fitness” by Dave Ramsey. Dave’s no-nonsense approach to money matters provides a “how to” approach for getting out of debt and achieving total financial health. He debunks the many myths of money and attacks the illusions and deceptions of the American dream, which encourages overspending and massive amounts of debt.

6)      The Bogleheads’ Guide to Investing” by John C. Bogle, Mel Lindauer, Michael LeBoeuf and Taylor Larimore. This is a straightforward guide to investing offering sound and practical advice, no matter your age or net worth. It guides you in investing for the long term while minimizing the costs and taxes associated with investing.

7)      The Investment Answer” by Daniel C. Goldie and Gordon S. Murray. An easy to read and jargon free book that is written for all investors – experienced, beginner, and everyone in between. It offers five straightforward options that can lead to safe and sound ways to manage your money and advice that benefits you, not Wall Street.


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