5 Must Read Finance Books

Investopedia Stock Analysis
back to school concept. stack of books over wooden desk in front of library.

Some of the bestselling finance books represent a sampling of old standards mixed with modern classics. Here are a few of our favorites. 1. “The Total Money Makeover” (2007) by Dave RamsayWell-known personal finance expert Dave Ramsay has again achieved bestseller status with his latest book on improving your financial life. Ramsay’s books focus primarily

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Premium financing for life insurance: The who, what and why

Forbes Finance Council •
Forbes
businessman working in office with using calculator and laptop. concept finance and accounting

You have heard the term, but you don’t know how it works. You may even be familiar with the strategy, but not aware of the nuances. How might this strategy benefit your clients? And which ones? Why should one use premium financing over other types of loan investment alternatives? Premium financing is a strategy whereby

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How the millennials’ investment portfolio is changing the face of the estate planning industry

Anand Srinivasan •
equities.com

The estate planning market was originally conceived to handle the distribution of assets (mainly real estate) among the descendants of deceased rich people. There were two objectives to this exercise. Firstly, estate planning helped structure the distribution of wealth among the deceased’s spouse, children and other friends and relatives. The second objective was tax planning.

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The benefits of investing in real estate

Daniela Andreevska •
equities.com

Each type of investment comes with its advantages and disadvantages. Nevertheless, millions agree that real estate is the best type of investment as the pros clearly outnumber and exceed the cons. If you are considering whether you should diversify your investment portfolio with a couple of real estate properties, here are the most important benefits

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The beginner’s guide to index funds

Adam Levy •
The Motley Fool
Advisor

In Warren Buffett’s 2016 letter to Berkshire Hathaway shareholders he wrote, “If a statue is ever erected to honor the person who has done the most for American investors, the hands down choice should be Jack Bogle.” Jack Bogle is the founder of the Vanguard Company and created the first index fund in 1976. He

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