So detailed and many faceted! The connectivity factor is critical, everything must work together.
The methodology is logical and just like the approach an engineer uses when a system is designed. Financial planning is not just stocks and bonds. Cygnet is a quality organization as demonstrated by their understanding of GM’s plans and the comprehensive nature of their models.
I had never taken the time to understand what I was doing with my money, now I realize the importance of putting a plan together for my retirement.
I’m amazed that my current level of income plus modest raises will give me my financial freedom. I must have a pretty good job.
I feel better about my 401(k) plan. I wish I had been offered this course when I started my career.
I feel more confident that I have control over my finances, that I can ride out and adjust to factors that are not in my control.
I believe I can now perform my job with less stress by realizing that I am on solid ground financially.
I feel that with a small amount of discipline I can be financially secure for life. It’s a good feeling!
It is clear now that financial planning is required for financial security and for peace of mind. We had plans before but not this detailed.
I am more appreciative of my job and the benefits it provides, including the opportunity to attend this class.
Books
THE BIBLES:
Thinking, Fast and Slow – Kahneman
Irrational Exuberance – Shiller
Nudge – Thaler and Sunstein
Antifragile – Taleb
INTRODUCTION TO BEHAVIORAL FINANCE:
Why Smart People Make Big Money Mistakes – Belsky and Gilovich
The Little Book of Behavioral Finance – Montier
Predictably Irrational – Ariely
Misbehaving – Thaler
Animal Spirits – Akerlof and Shiller
HISTORY OF FINANCE:
This Time is Different – Reinhart and Rogoff
A Short History of Financial Euphoria – Galbraith
BIOLOGY + PSYCHOLOGY + INVESTING:
The Hour Between Dog and Wolf – Coates
GOALS-BASED INVESTING:
Personal Benchmark – Crosby and Widger
RISK:
Against the Gods – Bernstein
DECISION MAKING:
The Checklist Manifesto – Gawande
The Investor’s Paradox – Portnoy
The Paradox of Choice – Schwartz
The Power of Fifty Bits – Nease
Think Twice – Mauboussin
BEHAVIORAL INVESTING:
Quantitative Value – Gray and Carlisle
Behavioral Investment Management – Davies and Servigny
Value Investing – Montier
Behavioral Portfolio Management – C. Thomas Howard
The Most Important Thing – Marks
The Little Book That Still Beats the Market – Greenblatt
A Wealth of Common Sense – Carlson
Dual Momentum – Antonacci
What Works on Wall Street – O'Shaughnessy
Contrarian Investment Strategies – Dreman
The Intelligent Investor – Graham
You Can Be a Stock Market Genius – Greenblatt
A Random Walk Down Wall Street – Malkiel
PROBABILITY:
The Signal and the Noise – Silver
Fooled by Randomness – Taleb
The Black Swan – Taleb
The Drunkard’s Walk – Mlodinow
WOMEN + INVESTING:
Women of the Street – Jones
Warren Buffett Invests Like a Girl: And You Should, Too – Lofton
BEST EXPOSE:
Backstage Wall Street – Brown
Testimonials