top of page

Robert Holman Investment Library

  Reading investment-related books is a fun way for me to pass the time

​

Snowball: Warren Buffett and the Business of Life - Alice Shroeder - Detailed biography; who he is and how he got that way

   Note: written by a family acquaintance.  The book goes in-depth about his personal life.  I really enjoyed this book.

 

Graham and Dodd's Security Analysis - Cottle, Murray, and Block - Fundamental value investing

 

Financial Analyst's Handbook II - Sumner Levine - Analysis by Industry

 

Bear Market Investment Strategies - Harry D. Schultz - Profiting in Bear Markets

 

Analysis of Financial Statements - Leopold Bernstein - Fundamental analysis

 

Techniques of Financial Analysis - Erich A. Helfert - Technical Analysis

 

Classics: An Investors Anthology - Charles D. Ellis - Compendium of investing literature

 

Classics II: Another Investors Anthology - Charles D. Ellis - Ideas and concepts of investing

 

Secrets of the Investment All-Stars - Kenneth A. Stern - Compendium of street wisdom

 

One Up on Wall Street - Peter Lynch - Use what you already know

 

Beating the Street - Peter Lynch - Stock picking and MF strategies

 

Buffetology - Mary Buffet - Previously unexplained techniques

 

Wealth Without Worry - James N. Whiddon - MPT, MRP, anti-Wall Street, anti-timing

 

Maximum Profit - Joseph E. Granville - Stock market investing, timing and indicators

​

Battle for Investment Survival - Gerald M. Loeb - A guide protecting investors from common mistakes and pitfalls, according to William O'Neil, this is the best book on the stock market

 

My Own Story - Bernard Baruch - His life tory - highly recommended by William O'Neil

 

The Intelligent Investor - Benjamin Graham - Practical guidance to build an investment policy and observations of human behavior

 

Total Money Makeover - Dave Ramsey - A proven plan for financial fitness

 

Global Perspectives of Investment Management - Rodney N. Sullivan - Collective writings from the 50th Financial Analysts seminar

 

How to Make Money Selling Stocks Short - William O'Neill - Founder of Investor's Business Daily, doing it correctly

 

Practical Ways to Build a Fortune in the Stock Market - David L. Markstein - Investing concepts that can be implemented

 

Founders of Modern Finance - Prize-Winning Concepts - CFA Research Institute - About authors Markowitz, Sharpe, and Miller

 

Standards of Practice Handbook - CFA Institute - Ethics, Codes of Conduct, Client Service Standards

 

AIMR Performance Presentation Standards - Assoc. Inv. Mgmt. and Research - Standardized methodology for presenting performance

 

The Stock Market Handbook - Frank G. Zarb & Gabriel T. Kerekes - Securities reference manual, investment decisions

 

Guide to Financial Independence - Charles Schwab - Explains investing

​

How to Consistently Beat the Market - Zack's Investment Research - investment strategies using Zack's research

​

The Big Drop - James Rickards - growing wealth during market collapses

​

Hug Your Customers - Jack Mitchell - Personalize client relationships

​

Winning Stock Selection Systems - Gerald Appel -  Compendium of 'best' investing methods

 

Bear Markets: How to Survive & Make Money in Them - Harry D. Schultz - How to profit in down markets

 

The Encyclopedia of Stock Market Techniques - Investors Intelligence - Forty-one (41) investment indicators and strategies

 

Panics & Crashes - How you can Make $$$ out of Them - Harry D. Schultz - How to profit in down markets

 

Super Money - Adam Smith - Super currency

​

The Corporate Prince - Qass Aquarius - Administrative leadership tactics

​

Extraordinary Popular Delusions & Madness of Crowds - Charles Mackay - Crowd behavior and psychology; chronicles tulip bulb craze, and 15 others

​

Tough Minded Leadership - Joe D. Batten - Teambuilding and motivating people

 

Business Valuation Handbook - Glenn M. Desmond & Richard E. Kelley - Computing what a business is worth when selling

​

Oh Thank Heaven: the Story of 7-Eleven - Allen Liles - entrepreneurship

​

Negotiating Successfully: Making a Better Deal - Sam Moore - Donald Trump's 'Art of the Deal' precursor?

​

The Sophisticated Investor - Burton Crane & Sylvia C. Eisenlohr - An in-depth probe of the forces behind economic fluctuations

​

Roaring Ranger - Boyce House - Ranger Texas oil field in the 1950s was bigger than Spindletop

​

A Saga of Wealth: Rise of the Texas Oilman - James Presley - Great Texas oil fields and oilmen

​

Equity Valuation: Models, Analysis and Implications - David F. Hawkins & Walter J. Campbell - Fin. Executives Institute - predictive price models

​

The Battle for Investment Survival - Gerald M. Loeb - Market action factors

​

Called to Rise  - Dallas Police Chief David O. Brown & Michelle Burford - Career of the great police chief of a major US city

 

The Sale of a Lifetime - Harry S. Dent, Jr. - The coming great bubble burst of 2017 - 2019

 

The Incredible Shrinking Alpha - Larry E. Swedroe & Andrew L. Berkin - Why your wealth is dwindling

 

The Investment Answer - Daniel C. Goldie & Gordon S. Murray - Five key decisions every investor needs to make

 

The First Billion is the Hardest - T. Boone Pickens - Biography

 

 

 

Holman Wealth Management - The Defensive Advisor

Dallas, TX 75229 

To email us ... click here

214-213-3696

​

Last Edited: October, 2025

​​

​

Holman Wealth Management LLC is a registered investment adviser offering advisory services in the State of Texas. Registration does not imply a certain level of skill or training. The information shared on this page shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
​
HWM advisors are fiduciaries and as such, always put the client's needs and interests above their own.  All HWM advisors are fee-only advisors.
 
The written content and opinions voiced herein are for general information only and are not intended to provide specific advice or recommendations for any individual without HWM having complete knowledge of that individual’s total financial profile.  Material presented herein is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. 
 
To determine what is appropriate for you, consult HWM or a qualified professional financial advisor.  While we provide general tax and legal information, please consult with a tax professional or attorney on tax and legal issues before proceeding on such information.  No investment strategy guarantees success or assures against occasional losses.

 

CFA - Chartered Financial Analyst (or CFA®): The CFA charter is the gold standard for the investment industry. CFA charterholders enjoy a mark of the highest distinction in the investment management profession, a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. Passing the three six-hour cumulative CFA exams (Levels I, II, III) is a difficult feat that requires extensive study (successful CFA candidates report spending an average 3,000 hours of study to become a CFA). Earning the CFA charter demonstrates mastery of many of the advanced skills needed for investment analysis and decision making in today’s quickly evolving global financial industry.  The CFA exam is generally considered more difficult than the CPA exam or the bar exam. There are about 59,000 CFA charterholders.

 

To earn the CFA charter, candidates must master a broad-based curriculum of investment principles, and commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. The CFA Program curriculum provides a comprehensive framework of knowledge for investment decision making and is firmly grounded in the knowledge and skills used every day in the investment profession. The three levels of the CFA Program test a proficiency with a wide range of fundamental and advanced investment topics, including ethical and professional standards, fixed-income and equity analysis, alternative and derivative investments, economics, financial reporting standards, portfolio management, and wealth planning.

 

The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active professional conduct program, require CFA charter holders to:

  • Place their clients’ interests ahead of their own

  • Maintain independence and objectivity

  • Act with integrity

  • Maintain and improve their professional competence

  • Disclose conflicts of interest and legal matters

 

CFA® charterholders who fail to comply with the above ethics, professional standards and other requirements may be subject to the CFA Institute’s enforcement process, which could result in censure or permanent revocation of their CFA® charter.

​

CFP® (Certified Financial Planner): The CERTIFIED FINANCIAL PLANNER™: The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 103,000 individuals have obtained CFP® certification from the CFP Board in the United States. 


To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: 
  ●  Education – a) Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and b) attain a bachelor’s degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; and
  ●  Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real-world circumstances; and
  ●  Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and  
  ●  Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. 


Individuals who become certified must complete the following ongoing education and ethics requirements to maintain the right to continue to use the CFP® marks: 
  ●  Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the CFP Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and  
  ●  Ethics – Renew and agree to be bound by the CFP Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. 

​

CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification. 

​

Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards and by carrying the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without commissions, product sales or asset minimums. 

​

© 2025 by The Defensive Advisor, defensiveadvisor.com and Holman Wealth Management LLC.  Created with Wix.com.

  • Facebook Social Icon
  • LinkedIn Social Icon
bottom of page