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

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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 

RobertH@defensiveadvisor.com 

972-702-6032 

 

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The opinions voiced herein are for general information only and are not intended to provide specific advice or recommendations for any individual without complete knowledge of that individual’s total financial profile.  To determine what is appropriate for you, consult 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.

 

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CFA - Chartered Financial Analyst (or CFA®): The CFA charter is 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 1,000 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 carry 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. 

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