Charles B. Carlson
chartered financial analyst
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David L. Bahnsen
David L. Bahnsen, CFP®, CIMA® is the founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a bi-coastal private wealth management boutique based in Newport Beach, CA and New York City. managing over $1.2 billion in client assets. David has been named as one of Barron’s America’s Top 1200 Advisors, as well as Forbes Top 250 Advisors and Financial Times Top 300 Advisors in America. He brought The Bahnsen Group independent through the elite boutique fiduciary, HighTower Advisors, in April 2015 after eight years as a Chairman’s Club Managing Director at Morgan Stanley and seven years as a First Vice President at UBS Financial Services. He is a frequent guest on CNBC, Fox Business, and Bloomberg and is a regular contribut
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James Montier
James Montier is an expert in behavioral finance, argues that investors would have a greater chance of spotting the formation of bubbles if they could only brush up on their history and have a greater awareness of human psychology. He has been a top-rated strategist in the annual Thomson Reuters Extel survey for the last five years. When not reading, writing, or speaking, Montier can usually be found swimming with sharks and blowing bubbles at fishes.
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Daniel R. Solin
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Dan Solin is the New York Times bestselling author of the Smartest series of books which include: The Smartest Investment Book You'll Ever Read, The Smartest 401(k) Book You'll Ever Read, The Smartest Retirement Book You'll Ever Read, The Smartest Portfolio You'll Ever Own The Smartest Money Book You'll Ever Read, The Smartest Sales Book You'll Ever Read and Does Your Broker Owe You Money?
His latest book, Ask: How to Relate to Anyone, is based on cutting edge research he did to find out why he wasn't better at sales. What he discovered turned everything he previously believed upside down, increased his conversion rate exponentially and transformed his business and personal relationships.
Dan has taught the lessons in Ask with great success t -
Benjamin Graham
Benjamin Graham was a British-born American financial analyst, investor and professor. He is widely known as the "father of value investing", and wrote two of the discipline's founding texts: Security Analysis (1934) with David L. Dodd, and The Intelligent Investor (1949). His investment philosophy stressed independent thinking, emotional detachment, and careful security analysis, emphasizing the importance of distinguishing the price of a stock from the value of its underlying business.
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After graduating from Columbia University at age 20, Graham started his career on Wall Street, eventually founding Graham–Newman Corp., a successful mutual fund. He also taught investing for many years at Columbia Business School, where one of his students -
T. Harv Eker
T. Harv Eker is an author, businessman and motivational speaker known for his theories on wealth and motivation. He is the author of the book Secrets of the Millionaire Mind published by HarperCollins.
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Peter Lynch
Peter Lynch is an American businessman and stock investor. Lynch graduated from Boston College in 1965 and earned a Master of Business Administration from the Wharton School of the University of Pennsylvania in 1968.
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Lynch worked at Fidelity Investments where named head of the then obscure Magellan Fund which had $18 million in assets. By the time Lynch resigned as a fund manager in 1990, the fund had grown to more than $14 billion in assets with more than 1,000 individual stock positions. From 1977 until 1990, the Magellan fund averaged a 29.2% return and as of 2003 had the best 20-year return of any mutual fund ever.
Though he continues to work part-time as vice chairman of Fidelity Management & Research Co., the investment adviser arm of F -
Joel Greenblatt
Joel Greenblatt is an American hedge fund manager and founder of Gotham Capital. He is also an academic and a writer. He is also an adjunct professor at the Columbia University Graduate School of Business. He is the former chairman of the board of Alliant Techsystems and founder of the New York Securities Auction Corporation.
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Edwin Lefèvre
Edwin Lefèvre (1871–1943) was an American journalist, writer, and statesman most noted for his writings on Wall Street.
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George Edwin Henry Lefèvre was born in Colón, Colombia (now Republic of Panama). His father had sent Edwin to the United States when he was a boy and he was educated at Lehigh University where he received training as a mining engineer. However, at the age of nineteen, he began his career as a journalist and eventually became a stockbroker, as well.
During the 1909–1913 presidency of William Howard Taft, Lefèvre served as ambassador to a number of countries including Italy, Spain, and France. Lefevre did work as a broker on Wall Street and was the financial writer for the New York Sun newspaper. He later returned to his home -
John C. Bogle
John Clifton "Jack" Bogle (born May 8, 1929) is the founder and retired CEO of The Vanguard Group. He is known for his 1999 book Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor, which became a bestseller and is considered a classic.
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Jeremy J. Siegel
Jeremy J. Siegel is the Professor of Finance at the Wharton School of the University of Pennsylvania in Philadelphia, Pennsylvania.
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Charles T. Munger
Charles Thomas Munger is an American business magnate, lawyer, investor, and philanthropist. He is Vice-Chairman of Berkshire Hathaway Corporation, the diversified investment corporation chaired by Warren Buffett; in this capacity, Buffett describes Charlie Munger as "my partner." Munger served as chairman of Wesco Financial Corporation from 1984 through 2011 (Wesco was approximately 80%-owned by Berkshire-Hathaway during that time). He is also the chairman of the Daily Journal Corporation, based in Los Angeles, California, and a director of Costco Wholesale Corporation.
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Jordan B. Peterson
Jordan B. Peterson is a Canadian clinical psychologist, self-help writer, cultural critic and professor of psychology at the University of Toronto. His main areas of study are in abnormal, social, and personality psychology, with a particular interest in the psychology of religious and ideological belief, and the assessment and improvement of personality and performance.
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Peterson grew up in Fairview, Alberta. He earned a B.A. degree in political science in 1982 and a degree in psychology in 1984, both from the University of Alberta, and his Ph.D. in clinical psychology from McGill University in 1991. He remained at McGill as a post-doctoral fellow for two years before moving to Massachusetts, where he worked as an assistant and an associate -
James Montier
James Montier is an expert in behavioral finance, argues that investors would have a greater chance of spotting the formation of bubbles if they could only brush up on their history and have a greater awareness of human psychology. He has been a top-rated strategist in the annual Thomson Reuters Extel survey for the last five years. When not reading, writing, or speaking, Montier can usually be found swimming with sharks and blowing bubbles at fishes.
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David L. Bahnsen
David L. Bahnsen, CFP®, CIMA® is the founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a bi-coastal private wealth management boutique based in Newport Beach, CA and New York City. managing over $1.2 billion in client assets. David has been named as one of Barron’s America’s Top 1200 Advisors, as well as Forbes Top 250 Advisors and Financial Times Top 300 Advisors in America. He brought The Bahnsen Group independent through the elite boutique fiduciary, HighTower Advisors, in April 2015 after eight years as a Chairman’s Club Managing Director at Morgan Stanley and seven years as a First Vice President at UBS Financial Services. He is a frequent guest on CNBC, Fox Business, and Bloomberg and is a regular contribut
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Ray Dalio
Raymond Dalio (born August 8, 1949) is an American investor, hedge fund manager, and philanthropist. Dalio is the founder of investment firm Bridgewater Associates, one of the world's largest hedge funds.
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Jonathan Clements
Jonathan Clements is the author of "How to Think About Money" and editor of HumbleDollar.com. He was born in England, graduated from Cambridge University and now lives just outside New York City. He wrote for Euromoney and Forbes before joining The Wall Street Journal, where he worked for almost 20 years. He also spent six years at Citigroup as Director of Financial Education for the bank's U.S. wealth-management business. Jonathan has written seven books -- a novel and six guides to personal finance. For additional information, go to HumbleDollar.com. You can follow Jonathan on Twitter @ClementsMoney or on Facebook at Jonathan Clements Money Guide.
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Howard Marks
Librarian Note: There is more than one author in the Goodreads database with this name. If adding books to this author, please use Howard^^Marks.
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Howard Stanley Marks is an American investor and writer. He holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder and a Chartered Investment Counselor.
In 1995, he co-founded Oaktree Capital Management. From 1985 until 1995, he led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securiti -
Scott Galloway
Scott Galloway is a clinical professor of marketing at the New York University Stern School of Business, and a public speaker, author, and entrepreneur. He was named one of the world's 50 best business school professors by Poets and Quants.
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Jim Kwik
From official website:
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Jim was once known as the “boy with the broken brain.”
A childhood head injury at age five left him struggling in school. For a while, he even believed he could never be as good as other kids when it came to learning.
Jim loved superheroes as a kid – and comic books saved him when conventional education couldn’t. Comic books taught Jim how to read…and they also kept his dreams alive that one day he, too, would find his inner superpower.
As the years wore on, fate led Jim to a mentor, a friend’s father, who sent him on a journey to learn about his brain and learn how to use it. Little did Jim know, it would take him down the long path of discovering different learning habits, including accelerated learning systems and tac -
William Green
William Green is the author of "Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life." The book is being translated into 23 languages. Green is also the host of the "Richer, Wiser, Happier" podcast. He has written for many publications, including Time, Fortune, Forbes, The New Yorker, and The Economist. He edited the Asian edition of Time while living in Hong Kong, then moved to London to edit the European, Middle Eastern, and African editions of Time. As an editor and ghostwriter, he has collaborated on several books, including two #1 NYT bestsellers. Born and raised in London, he studied English literature at Oxford and journalism at Columbia. He lives in New York with his wife, Lauren, and they have two adul
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