Client Vault

Selected Reading

White Papers
The Informed Investor, Robert J. Lucia

Articles
The Rules of Prudent Investing

* Advanced Planning

You Can Be Too Conservative

Understanding Medicare Options

Reverse Mortgages

Choosing a Trusted Advisor

Books
Winning the Loser’s Game, Charles Ellis
A Random Walk Down Wall Street, Burton G. Malkiel
Wise Investing Made Simple, Larry E. Swedroe*
The Only Guide To A Winning Investment Strategy You’ll Ever Need, Larry E. Swedroe*
The Only Guide To a Winning BOND Strategy You’ll Ever Need, Larry E. Swedroe and Joseph H. Hempen
Your Money and Your Brain, Jason Zweig

* For a copy of Larry Swedroe’s book, please contact us.

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These selected reading are being provided for informational purposes only, does not constitute investment advice and does not necessarily represent the opinions of ALWM. Nothing in these materials should be interpreted as implying the performance of any client accounts, or securities recommendations. ALWM does not provide any guarantee, express or implied, that the information presented is accurate or timely, and does not contain inadvertent technical or factual inaccuracies. The past performance of securities is no guarantee of their future result.

©2017 Lucia Wealth