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Recommended Reading List

At Bergland Wealth Management Inc., we are big believers in education. The books referenced below are not required reading. However, please feel free to browse for any books that may interest you.

The New Retirementality: Planning Your Life & Living Your Dreams…at Any Age You Want
By Mitch Anthony
Publisher: Dearborn Trade Publishing
Publication date: April 2001
Comments: Excellent book on recent trends toward the “traditional” retirement mentality

Winning the Loser’s Game
By Charles D. Ellis
Publisher: McGraw-Hill; 4th edition
Publication date: March 2002
Comments: Small, excellent book on investing

Asset Allocation: Balancing Financial Risk
By Roger C. Gibson
Publisher: Irwin Professional Pub
Publication date: April 1996
Comments: Excellent book on asset allocation

A Random Walk Down Wall Street
By Burton Malkiel
Publisher: W. W. Norton & Company
Publication date: June 2000

Sudden Money: Managing an Unexpected Windfall
By Susan Bradley, CFP and Mary Martin
Publisher: John Wiley & Sons
Publication date: April 7, 2000
Comments: An excellent read for person’s receiving sums of money unexpected

Seven Stages Of Money Maturity: Understanding the Spirit and Value of Money in Your Life
By George Kinder
Publisher: Delacorte Pr
Publication date: May 11, 1999

The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk
By William J. Bernstein
Publisher: McGraw-Hill Professional Publishing
Publication date: September 22, 2000

The Four Pillars of Investing: Lessons for Building a Winning Portfolio
By William J. Bernstein
Publisher: McGraw Hill
Publication date: April 26, 2002

Capital Ideas
By Peter Bernstein
Publisher: Free Press
Publication date: May 1993

The 7 Habits of Highly Effective People
By Stephen R. Covey
Publisher: Free Press; 15th Anv Edition
Publication Date: November 2004

The Only Guide to a Winning Investment Strategy You’ll Ever Need: Index Mutual Funds and Beyond – The Way Smart Money Invests Itself
By Larry E. Swedroe
Publisher: E.P. Dutton
Publication date: May 1998

Index Mutual Funds: Profiting from an Investment Revolution
By W. Scott Simon
Publisher: Namborn Publishing
Publication date: April 1998

The Prudent Investor Act: A Guide to Understanding
By W. Scott Simon

Restatement of the Law, 3rd, Trusts: Prudent Investors Rule
By The American Law Institute
Publisher: American Law Institute Publishers
Publication date: 1992
To order a copy call 800-253-6397

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