Robert Holman Investment Library

I have read or re-read, all or parts of these investment-related books


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

   Note: this was written by an acquaintance.  The book goes in-depth about his personal life.  I really liked 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

Managing Investment Portfolios: a Dynamic Process - Maginn & Tuttle - Portfolio investing


Managing Investment Portfolios: Update - Maginn & Tuttle - Portfolio investing


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 market


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


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


Stocks, Bonds, Bills & Inflation - Historical Returns - Roger G. Ibbotson & Rex A. SinquefieldAcademic study


Stocks, Bonds, Bills & Inflation - Past and Future - Roger G. Ibbotson & Rex A. Sinquefield - Academic study


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


Lair's Poker - Rising through Wall Street - Michael Lewis - His insider’s account of 1980s Wall Street excess


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


Murchison - Rise and Fall of a Texas Dynasty - Jane Wolfe - Family biography


Managerial Finance - J. Fred Weston & Eugene F. Brigham - Capital budgeting, cost of capital, investments, forecasting


Intermediate Accounting - Walter B. Meigs & A. N. Mosich - Debits and credits


Texas Big Rich - Sandy Sheehy - Fabulous fortunes


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


The Wall Street Jungle - Richard Ney - Ethics and methods of those who direct money


Guide to Financial Independence - Charles Schwab - Explains investing


Inside the Yield Book - Sidney Homer & Martin Leibowitz - Bond market strategy and tools


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


IRAs, 401-Ks and other Retirement Plans - Twila Slesnick & John C. Suttle - Explanations


Real Estate Investment Strategy - Maury Seldin & Richard H. Swesnik - Strategy, timing, financing, 


Forecasting Methods for Management - Steven C. Wheelright & Spyros Makridakis - More than a dozen forecasting methods for manager


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


Oil in Texas - The Gusher Age 1895 - 1945 - Diana Davids Hinton & Roger M. Olien - Chronicles the explosive growth of the Texas oil industry 


The Second Crash - Charles D. Ellis - a fictional account of an imaginary 1970 market crisis; suggests reforms


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


How to Make Money in Wall Street - Louis Rukeyser - Wisdom from the Wall Street Week maven


Super Money - Adam Smith - Super currency


The Corporate Prince - Qass Aquarius - Administrative 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


The Pure Joy of Making More Money - Donald M. Dible - Starting a business


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?


People: Managing Your Most Important Asset - Harvard Business Review - Working with people


The Dilbert Principle - Scott Adams - Workplace afflictions


Dictionary of Finance & Investment Terms - John Downes & Jordan E. Goodman - Reference


Guide to Intelligent Investing - Jerome B. Cohen & Arthur Zeikel - Theory & practice of investing


Investment Values in a Changing World - Nicholas Molodovsky & Richard D. Milne - Collection of published papers


YEN! Japan's New Financial Empire and its Threat to America - Daniel Burstein - Now outdated (I keep it for those who fear China)


What the Prudent Investor Should Know about Switzerland - Harry D. Schultz - International investing and banking


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


Mineral Resources - Peter T. Flawn - Academic


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


Secrets of the Millionaire Mind - the Inner Game of Wealth - T. Harv Eker - How rich people think and act differently from everyone else


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


The Predator's Ball - Connie Bruckstory of Drexel, Burnham Lambert - LBO junk bonds


Salomon Brother 1910 - 1985: Advancing to Leadership - Robert Sobel - Firm history; shortly thereafter the firm was acquired


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 


Last Edited: December 2020


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.
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.


© 2020 by and Holman Wealth Management LLC.  Created with


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.


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


CFP® (CERTIFIED FINANCIAL PLANNER™): The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Individuals who become certified must complete 30 hours of continuing education every two years, and agree to be bound by ethics requirements in order to maintain the right to continue to use the CFP® marks.


The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Education – 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 - including insurance and risk management, employee benefits, investments, income tax, retirement, and estate planning;

  • Examination – Pass the comprehensive CFP® Certification 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;

  • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent); 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.


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. 

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon
  • XYPN Member Badge small
Twelve oclock Tuesday Blog

reading our online blog