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®
