I feel that with a small amount of discipline I can be financially secure for life. It’s a good feeling!
So detailed and many faceted! The connectivity factor is critical, everything must work together.
I am more appreciative of my job and the benefits it provides, including the opportunity to attend this class.
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’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 more confident that I have control over my finances, that I can ride out and adjust to factors that are not in my control.
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 feel better about my 401(k) plan. I wish I had been offered this course when I started my career.
I believe I can now perform my job with less stress by realizing that I am on solid ground financially.
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