December 2011
Numbers Rule Your World
by Kaiser Fung
Reviewed by Gary W. Silverman, CFP®
November 2011
Mindset: The New Psychology of Success
by Carol S. Dweck, Ph.D.
Reviewed by Gary W. Silverman, CFP®
September 2011
Living Trusts for Everyone
by Ronald Farrington Sharp
Reviewed by Jon Ford, CFP®
This book won't turn us into estate planning attorneys, but it will help us and our clients locate an estate planning attorney and help us all ask the right questions.
August 2011
Words from the Heart: A Practical Guide to Writing an Ethical Will
by Eric Weiner, Ph.D.
Reviewed by Jim Adams CFP®, CAP®
July 2011
Cats: The Nine Lives of Innovation
by Stephen C. Lundin, Ph.D.
Reviewed by Gary W. Silverman, CFP®
June 2011
Three Cups
by Mark St. Germain; illustrated by April Willy
Reviewed by Gary W. Silverman, CFP®
May 2011
The Introverted Leader: Building on Your Quiet Strength
by Jennifer B. Kahnweiler, Ph.D.
Reviewed by Gary W. Silverman, CFP®
April 2011
The Little Book of Safe Money: How to Conquer Killer Markets, Con Artists, and Yourself
by Jason Zweig
Reviewed by Jon Ford, CFP®
November 2010
The Investment Answer: Learn to Manage Your Money & Protect Your Financial Future
by Daniel C. Goldie, CFA, CFP®, and Gordon S. Murray
Reviewed by Jon Ford, CFP®
Dynamic Asset Allocation: Modern Portfolio Theory Updated for the Smart Investor
by James Picerno
Reviewed by Jon Ford, CFP®
October 2010
The Flaw of Averages: Why We Underestimate Risk in the Face of Uncertainty
by Sam L. Savage
Reviewed by Jon Ford, CFP®
When the Doctor Says It's Cancer
by Shak Hill
Reviewed by Jon Ford, CFP®
September 2010
Seminars: The Emotional Dynamic
by Frank Maselli
Reviewed by Gary W. Silverman, CFP®
August 2010
Sustainable Wealth: Achieve Financial Security in a Volatile World of Debt and Consumption
by Axel Merk
Reviewed by Gary W. Silverman, CFP®
July 2010
Dear Female Entrepreneur, My Friend
by Diane Cunningham
Reviewed by Gary W. Silverman, CFP®
June 2010
Financial Intelligence: How to Make Smart, Values-Based Decisions with Your Money and Your Life
by Doug Lennick, CFP®, with Kathleen Jordan, Ph.D.
Reviewed by Jon Ford, CFP®
May 2010
The ETF Book: All You Need to Know About Exchange-Traded Funds
by Richard A. Ferri, CFA
Reviewed by Gary W. Silverman, CFP®
April 2010
Enough: True Measures of Money, Business, and Life
by John C. Bogle
Reviewed by Michael L. Jones, CFP®, ChFC
March 2010
Your Money Milestones: A Guide to Making The 9 Most Important Financial Decisions of Your Life
by Moshe A. Milevsky, Ph.D.
Reviewed by Gary W. Silverman, CFP®
The Risk-Wise Investor
by Michael T. Carpenter
Reviewed by Jon Ford, CFP®
February 2010
The Seven Stages of Successful Unemployment: From Hell to Hallelujah!
By Steven Zipkoff
Reviewed by Gary W. Silverman, CFP®
January 2010
Fitness After 40
By Vonda Wright, M.D.
Reviewed by Gary W. Silverman, CFP®
December 2009
The Art of Investing and Portfolio Management, second edition
By Ronald Cordes, Brian O'Toole, and Richard Steiny
Reviewed by Gary W. Silverman, CFP®
November 2009
Dance in the End Zone: The Business Owner's Exit Planning Playbook
By Patrick A. Ungashick
Reviewed by Jon Ford, CFP®
October 2009
Digital Engagement: Internet Marketing That Captures Customers and Builds Brand Loyalty
By Leland Harden and Bob Heyman
Reviewed by Gary W. Silverman, CFP®
September 2009
Oversold and Underserved: A Financial Planner's Guidebook to Effectively Serving the Mass Affluent
By Marc S. Freedman, CFP®
Reviewed by Gary W. Silverman, CFP®
Financial Darwinism: Create Value or Self-Destruct in a World of Risk
By Leo M. Tilman
Reviewed by Jon Ford, CFP®
August 2009
The Great Depression Ahead
By Harry S. Dent Jr.
Reviewed by Jon Ford, CFP®
How to Succeed in Business Using LinkedIn
By Eric Butow and Kathleen Taylor
Reviewed by Gary W. Silverman, CFP®
July 2009
So What? How To Communicate What Really Matters To Your Audience
By Mark Magnacca
Reviewed by Barbara A. Culver, CFP®, ChFC, CLU, AEP
June 2009
In the Presence of Taxes: Applications of After-tax Asset Valuations
By William Reichenstein, Ph.D., CFA
Reviewed by Gary W. Silverman, CFP®
May 2009
Your Money & Your Brain
By Jason Zweig
Reviewed by Gary W. Silverman, CFP®
April 2009
Killing Sacred Cows: Overcoming the Financial Myths that are Destroying your Prosperity
By Garrett B. Gunderson
Reviewed by Gary W. Silverman, CFP®
March 2009
Mr. Market Miscalculates: The Bubble Years and Beyond
By James Grant
Reviewed by Jon Ford, CFP®
February 2009
The Little Book That Saves Your Assets
By David M. Darst
Reviewed by Gary W. Silverman, CFP®
January 2009
The Encyclopedia of Financial Planning
By Lisa Holton
Reviewed by Gary W. Silverman, CFP®
Your Client's Story: Know Your Clients and the Rest Will Follow
By Scott West and Mitch Anthony
Reviewed by Gary W. Silverman, CFP®
December 2008
The Management of American Indian Investment Decisions
By Donald B. Trone
Reviewed by Jon Ford, CFP®
November 2008
The Sleep-Well-At-Night Investor
By Tim Decker
Reviewed by Jon Ford, CFP®
The Little Book That Builds Wealth: The Knockout Formula for Finding Great Investments
By Pat Dorsey
Reviewed by Gary W. Silverman, CFP®
October 2008
Cocktail Economics: Discovering Investment Truths from Everyday Conversations
By Victor Canto
Reviewed by Gary W. Silverman, CFP®
September 2008
All About Asset Allocation
By Richard A. Ferri
Reviewed by Jon Ford, CFP®
August 2008
Avalanche: The 9 Principles for Uncovering True Wealth
By Steve Sanduski and Ron Carson
Reviewed by Gary Silverman, CFP®
July 2008
It's Not About the Money: Unlock Your Money Type To Achieve Spiritual and Financial Abundance
By Brent Kessel
Reviewed by Jon Ford, CFP®
June 2008
The Coming China Wars: Where They Will Be Fought and How They Can Be Won
By Peter Navarro
Reviewed by Jon Ford, CFP®
May 2008
The Man Who Mistook His Wife for a Hat
By Oliver Sacks
Reviewed by Gary W. Silverman, CFP®
March 2008
Make Your Money Count
by Jim Munchbach
Reviewed by Gary W. Silverman, CFP®
February 2008
100 Minds That Made The Market
by Ken Fisher
Reviewed by Gary W. Silverman, CFP®
January 2008
World on Fire: How Exporting Free Market Democracy Breeds Ethnic Hatred and Global Instability
By Amy Chua
Reviewed by Jon Ford, CFP®
December 2007
The RIA's Compliance Solution Book
By Elayne Robertson Demby, JD
Reviewed by Gary W. Silverman, CFP®
November 2007
Carbon Finance: The Financial Implications of Climate Change
By Sonia Labatt and Rodney R. White
Reviewed by Gary W. Silverman, CFP®
September 2007
High School Money Book
By Don Silver
Reviewed by Gary W. Silverman, CFP®
August 2007
Understanding and Evaluating Prospectuses, Offering Documents, and Proxy Statements
By Thomas Robinson, David Shulte, Howard Marmorstein, and William Trent
Reviewed by Gary W. Silverman, CFP®
July 2007
Rich By Choice: A Complete Guide to Your Financial Success
By Erlend Peterson, CFP®
Reviewed by Jon Ford, CFP®
June 2007
Creating the Good Will
By Elizabeth Arnold
Reviewed by Jon Ford, CFP®
May 2007
3 Dimensional Wealth: A Radically Sane Perspective on Wealth Management
By Monroe M. Diefendorf, Jr., and Robert S. Madden
Reviewed by Jon Ford, CFP®
April 2007
How to Value, Buy, or Sell a Financial Advising Practice: A Manual on Mergers, Acquisitions, and Transition Planning
By Mark C. Tibergien and Owen Dahl
Reviewed by Gary W. Silverman, CFP®
March 2007
Questions Great Financial Advisors Ask…and Investors Need to Know
By Alan Parisse and David Richman
Reviewed by Gary W. Silverman, CFP®
December 2006
Planning for the Future: Providing a Meaningful Life for a Child with a Disability After Your Death
By L. Mark Russell and Arnold E. Grant
Reviewed by Gary W. Silverman, CFP®
November 2006
Advanced Bond Portfolio Management: Best Practices and Strategies
Frank J. Fabozzi, Lionel Martellini, and Philippe Priaulet, Editors
Reviewed by Jon Ford, CFP®
October 2006
Money and the People You Love: A New Approach to Financial Planning Based on What Matters to You Most
By Bruce Helmer
Reviewed by Jon Ford, CFP®
Tax-Aware Investment Management: The Essential Guide
by Douglas S. Rogers, CFA
Reviewed by Jon Ford, CFP®
September 2006
The Number
By Lee Eisenberg
Reviewed by Gary W. Silverman, CFP®
Secret Formulas of the Wizard of Ads
By Roy H. Williams
Reviewed by Gary W. Silverman, CFP®
August 2006
Getting Started as a Financial Planner
By Jeffrey H. Rattiner
Reviewed by Gary W. Silverman, CFP®
July 2006
Retirement Planning and Employee Benefits for Financial Planners
by Michael A. Dalton
Reviewed by Gary W. Silverman, CFP®
Estate Planning for Financial Planners
by Michael A. Dalton and Thomas P. Langdon
Reviewed by Gary W. Silverman, CFP®
June 2006
Conserving Client Portfolios During Retirement
by William P. Bengen, CFP®
Reviewed by Gary W. Silverman, CFP®
April 2006
The Great Tax Wars
By Steven R. Weisman
Reviewed by Gary W. Silverman, CFP®
March 2006
Conscious Finance
By Rick Kahler, CFP® and Kathleen Fox
Reviewed by Jon Ford, CFP®
February 2006
The New Fiduciary Standard: The 27 Prudent Investment Practices for Financial Advisers, Trustees, and Plan Sponsors
By Tim Hatton, CFP®, CIMA, AIF
Reviewed by Gary W. Silverman, CFP®
January 2006
The 401(k) Advisor
By Anthony J. Domino, Jr., CLU, ChFC, MSFS, and Howard Rosenfeld, MAAA, MSPA, EA
Reviewed by Gary W. Silverman, CFP®
Stock Options & Grants: The Executive's Guide to Equity Compensation
by Peter R. Wheeler, CLU, ChFC, CFP®, CIMC
Reviewed by Gary W. Silverman, CFP®
December 2005
The World Is Flat
By Thomas L. Friedman
Reviewed by Len Templeton
November 2005
The Handbook of Risk
Ben Warwick, Editor
Reviewed by Jon Ford, CFP®
October 2005
Freakonomics: A Rogue Economist Explores the Hidden Side of Everything
by Steven D. Levitt and Stephen J. Dubner
Reviewed by Jon Ford, CFP®
September 2005
The Emotionally Intelligent Financial Advisor
By Hendrie Weisinger, Ph.D.
Reviewed by Jon Ford, CFP®
August 2005
Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy
By Russ Alan Prince and Hannah Shaw Grove
Reviewed by Albert Keith Whitaker
Tools & Techniques of Practice Management
by Joel P. Bruckenstein and David J. Drucker
Reviewed by Gary W. Silverman
July 2005
Money Without Matrimony: The Unmarried Couple's Guide to Financial Security
By Sheryl Garrett and Debra Neiman
Reviewed by Gary W. Silverman, CFP®
May 2005
Pension Design and Structure: New Lessons from Behavioral Finance
Olivia S. Mitchell and Stephen P. Utkus, Editors
reviewed by Jon Ford, CFP®
Free Publicity
by Jeff Crilley
reviewed by Gary W. Silverman, CFP®
April 2005
Divorce and Domestic Relations Litigation: Financial Advisor's Guide
By Thomas F. Burrage and Sandra Morgan Little
Reviewed by Gary Silverman, CFP®
The Latino Journey to Financial Greatness
by Louis Barajas
Reviewed by Jon A. Ford, CFP®
March 2005
How to Ruin Your Financial Life
By Ben Stein
Reviewed by Jon Ford, CFP®
Beneficiary Directory: Your Personal System to Organize Your Important Documents and Guide Your Beneficiaries
By Mark H. Kaizerman, CPA, CFP®
Reviewed by Gary W. Silverman, CFP®
How to Say It When You Don't Know What to Say
By Robbie Miller Kaplan
Reviewed by Jon A. Ford, CFP®
February 2005
The Retirement Savings Time Bomb... And How to Defuse It
by Ed Slott
Reviewed by Jon Ford, CFP®
Run It Like a Business: Top Financial Planners Weigh In on Practice Management
by Richard J. Koreto
Reviewed by Gary W. Silverman, CFP®
January 2005
Millionaire Women Next Door
by Thomas J. Stanley
reviewed by Jon A. Ford, CFP®
The Financial Services Marketing Handbook: Tactics and Techniques that Produce Results
by Evelyn Ehrlich and Duke Fanelli
reviewed by Gary W. Silverman, CFP®

