Book recommendations and reviews

From Bogleheads

Book recommendations and reviews offers suggestions for recommended reading, for both new and experienced investors. Books may have associated reviews in the wiki, and many have a forum-based discussion of the book contents.

Start-up books

There is no general agreement on what are the best first books, but this short list is very popular:

Published Details
2018 Taylor Larimore. The Bogleheads' Guide to the Three-Fund Portfolio. ISBN 978-1-119-48733-3. (Discussion)
2017 John C. Bogle. The Little Book of Common Sense Investing (10th Anniversary Edition). ISBN 978-1-119-40450-7. (Discussion)
2014 Taylor Larimore; Michael LeBoeuf; Mel Lindauer. The Bogleheads' Guide to Investing. ISBN 978-1-118-92128-9. (Discussion)
2014 William Bernstein. If You Can: How Millennials Can Get Rich Slowly. ISBN 978-0-9887803-3-0. (Discussion) (Free download)
2011 Andrew Tobias. The Only Investment Guide You'll Ever Need. ISBN 978-0-547-44725-4.
2010 Rick Ferri. All About Asset Allocation. ISBN 978-0-07-170078-8. (Discussion)
2009 William Bernstein. The Investor's Manifesto. ISBN 978-0-470-50514-4. (Discussion)
2005 Larry Swedroe. The Only Guide to a Winning Investment Strategy You'll Ever Need. ISBN 978-0-312-33987-6.

Suggested first reads for general financial education:

Published Details
2011 Allan Roth. How a Second Grader Beats Wall Street. ISBN 978-0-470-91903-3. (Discussion)
2006 Jane Bryant Quinn. Smart and Simple Financial Strategies for Busy People. ISBN 978-0-7432-6995-7.

For those residing outside the US (or outside their home country):

Published Details
2020 Index Investing & Financial Independence for Expats (Free download), supplied by the SimplyFI group (United Arab Emirates).
Written in a simple, easy-to-understand style, new investors residing inside or outside the US are encouraged to add this publication to their reading list. Discussed in this Bogleheads forum topic: "[Free download] Index Investing & Financial Independence for Expats".
2018 Andrew Hallam. Millionaire Expat: How To Build Wealth Living Overseas. ISBN 978-1-119-41189-5.
2014 Andrew Hallam. The Global Expatriate's Guide to Investing. ISBN 978-1-119-02098-1.

Classics

Published Details
2023 Burton Malkiel. A Random Walk Down Wall Street, Thirteenth Edition. ISBN 978-1-324-05113-8. (Discussion)
2022 Jeremy Siegel. Stocks for the Long Run, Sixth Edition. ISBN 978-1-26-426980-8.
2021 Charles Ellis. Winning the Loser's Game, Eighth Edition: Timeless Strategies for Successful Investing. ISBN 978-1-2642-5846-8.
2016 Robert J. Shiller. Irrational Exuberance. ISBN 978-0-691-17312-2.
2006 Benjamin Graham. The Intelligent Investor: The Definitive Book on Value Investing. ISBN 978-0-06-174517-1. With introduction by Warren Buffett and new commentary by Jason Zweig. (Discussion)
2005 Fred Schwed Jr. Where are the Customer's Yachts?: Or a Good Hard Look at Wall Street. ISBN 978-0-471-77089-3. (Discussion)
2003 Philip Fisher. Common Stocks and Uncommon Profits. ISBN 978-0-471-44550-0.
2000 Peter Lynch. One Up on Wall Street: How to Use What You Already Know to Make Money in the Market. ISBN 978-0-7432-0040-0.

General financial planning

Published Details
2022 Andrew Tobias. The Only Investment Guide You'll Ever Need. ISBN 978-0-3586-2346-5.
2009 Jane Bryant Quinn. Making the Most of Your Money Now: The Classic Bestseller Completely Revised for the New Economy. ISBN 978-0-7432-6996-4.
2006 Jane Bryant Quinn. Smart and Simple Financial Strategies for Busy People. ISBN 978-0-7432-6994-0.

General investment

Published Details
2013 Rick Van Ness. Common Sense Investing: Ten Simple Rules to Finance Your Dreams. ISBN 978-0-9858004-1-3. (Discussion)
2012 Craig Rowland; J.M. Lawson. The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy. ISBN 978-1-118-28825-2. (Discussion)
2010 William Bernstein. The Four Pillars of Investing: Lessons for Building a Winning Portfolio. ISBN 978-0-07-174705-9. (Discussion)
2009 Jason Zweig. The Little Book of Safe Money: How to Conquer Killer Markets, Con Artists, and Yourself. ISBN 978-0-470-39852-4. (Discussion)
2007 Rick Ferri. The ETF Book: All You Need to Know About Exchange-Traded Funds. ISBN 978-0-470-13063-6. (Discussion)
2007 Larry Swedroe. Wise Investing Made Simple - Larry Swedroe. ISBN 978-0-9766574-2-2. (Discussion)
2006 Paul Farrell. The Lazy Person's Guide to Investing: A Book for Procrastinators, the Financially Challenged, and Everyone Who Worries About Dealing with Their Money. ISBN 978-0-446-69387-5. (Discussion)
2006 Rick Ferri. All About Index Funds: The Easy Way to Get Started. ISBN 978-0-07-148492-3. (Discussion)
2006 Daniel Solin. The Smartest Investment Book You'll Ever Read: The Simple, Stress-Free Way to Reach Your Investment Goals. ISBN 978-0-399-53283-2. (Discussion)
2006 Larry Swedroe; Joseph Hempen. The Only Guide to a Winning Bond Strategy You'll Ever Need. ISBN 978-0-312-35363-6. (Discussion)
2005 Bill Schultheis. The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street and Get On With Your Life. ISBN 978-0-9765857-0-1. (Discussion)
2005 David Swensen. Unconventional Success: A Fundamental Approach to Personal Investment. ISBN 978-0-7432-2838-1. (Discussion)
2003 Frank Armstrong. The Informed Investor: A Hype-free Guide to Construct a Sound Financial Portfolio. ISBN 978-0-8144-7250-7. (Discussion)
2003 Rick Ferri. Protecting Your Wealth in Good Times and Bad. ISBN 978-0-07-140817-2. (Discussion)
2002 Larry Swedroe. Rational Investing in Irrational Times. ISBN 978-0-312-29130-3. (Discussion)
2000 William Bernstein. The Intelligent Asset Allocator:How to Build Your Portfolio to Maximize Returns and Minimize Risk. ISBN 978-0-07-136236-8.
2000 Marilyn Cohen. The Bond Bible. ISBN 978-0-7352-0138-5.

Retirement

Published Details
2016 Jane Bryant Quinn. How to Make Your Money Last: The Indispensable Retirement Guide. ISBN 978-1-4767-4376-9. (Review) (Discussion)
2009 Taylor Larimore; Mel Lindauer; Rick Ferri; Laura Dogu. The Bogleheads' Guide To Retirement Planning. ISBN 978-0-470-45557-9. (Discussion)
2009 Jim C. Otar. Unveiling The Retirement Myth. ISBN 978-0-9689634-2-5. (Review) (Discussion)
2009 Terry Savage. The New Savage Number: How Much Money Do You Really Need to Retire?. ISBN 978-0-470-53876-0.
2008 Paul Merriman. Live It Up Without Outliving Your Money!. ISBN 978-0-470-22650-6.
2007 Ed Slott. Your Complete Retirement Planning Road Map. ISBN 978-0-345-49456-6.
2006 Harold Evensky; Deena Katz. Retirement Income Redesigned: Master Plans for Distribution. ISBN 978-1-57660-189-1.
2006 Ben Stein; Phil DeMuth. Yes, You Can Still Retire Comfortably. ISBN 978-1-4019-0317-6.
2006 Eric Tyson. Mind over Money: Your Path to Wealth and Happiness. ISBN 978-1-59315-238-3.
2004 Stephen Huxley; J. Brent Burns. Asset Dedication. ISBN 978-0-07-143482-9.
2004 Ernie Zelinski. How to Retire Happy, Wild and Free: Retirement Wisdom That You Won't Get From Your Financial Advisor. ISBN 978-1-58008-578-6.
2001 Henry Hebeler. J.K. Lasser's Your Winning Retirement Plan. ISBN 978-0-471-41124-6.
2001 Lynn O'Shaughnessy. Retirement Bible. ISBN 978-0-7645-5245-8.

Behavioral finance

Published Details
2020 Morgan Housel. The Psychology of Money: Timeless lessons on wealth, greed, and happiness. ISBN 978-0-85719-768-9. (Discussion)
2016 Richard H. Thaler. Misbehaving: The Making of Behavioral Economics. ISBN 978-0-393-35279-5.
2011 Daniel Kahneman. Thinking, Fast and Slow. ISBN 978-0-374-27563-1. (Discussion)
2010 Gary Belsky; Thomas Gilovich. Why Smart People Make Big Money Mistakes and How to Correct Them: Lessons from the Life-Changing Science of Behavioral Economics. ISBN 978-1-4391-6336-8.
2009 Dan Ariely. Predictably Irrational: The Hidden Forces That Shape Our Decisions. ISBN 978-0-06-135324-6.
2009 Richard H. Thaler; Cass Sunstein. Nudge: Improving Decisions About Health, Wealth, and Happiness. ISBN 978-0-14-311526-7.
2008 Jason Zweig. Your Money and Your Brain. ISBN 978-0-7432-7669-6. (Discussion)
2007 Nassim Nicholas Taleb. The Black Swan. ISBN 978-1-4000-6351-2. (Discussion) (Discussion)
2005 Nassim Nicholas Taleb. Fooled By Randomness: The Hidden Role of Chance in Life and the Markets. ISBN 978-0-8129-7521-5. (Discussion)
2001 Roger Lowenstein. When Genius Failed: The Rise and Fall of Long-Term Capital Management. ISBN 978-0-375-75825-6.
1998 Peter Bernstein. Against the Gods: The Remarkable Story of Risk. ISBN 978-0-471-29563-1.

Estate planning

Published Details
2014 Jeffrey L. Condon. Beyond the Grave, Revised and Updated Edition: The Right Way and the Wrong Way of Leaving Money to Your Children (and Others). ISBN 978-0-06-233622-4. (Discussion)

401(k) plan

Published Details
2009 Frank R. Cirullo. Cut Your 401(k) Plan Expenses AND Keep More of YOUR Money: Simple steps to cut plan costs, save money, and make monitoring your plan stress free. ISBN 978-1-4392-3629-1.

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See also

External links

Forum discussions