Books, Guides, Certifications & Recommendations

The books/audiobooks and Three Pillar material

Book

·Subscribers only

Subscribers only — digital edition coming soon

Audiobook

·Subscribers only

Subscribers only — narrated edition coming soon

Physical Copy

·Subscribers only

Subscribers only — pre-order coming soon

Teacher/Instructor Guides

·Free

Beginner Guide

Soon

Advanced Guide

Soon

Quizzes & Certifications

·Free

Beginner Quiz

9 questions · Silver certificate

Advanced Quiz

18 questions · Gold certificate

Recommendations

·Free

Founder's favorite

Recommended Readings

The Little Book of Common Sense InvestingJohn C. Bogle
A Random Walk Down Wall StreetBurton G. Malkiel
Stocks for the Long RunJeremy J. Siegel
Rich Dad Poor DadRobert T. Kiyosaki
The Millionaire Next DoorThomas J. Stanley & William D. Danko
The Richest Man in BabylonGeorge S. Clason
Thinking, Fast and SlowDaniel Kahneman
Irrational ExuberanceRobert J. Shiller
Wealth, War & WisdomBarton Biggs
The Holy Grail of InvestingTony Robbins (with Christopher Zook)

Suggested Articles

The Intelligent Investor (column)WSJ / Jason Zweig
Saying Goodbye to the WSJ's Jonathan ClementsWSJ / Jason Zweig
Some Final Personal-Finance Advice From Jonathan ClementsWSJ / Jonathan Clements
Variations on the Classic 60/40 Portfolio to Consider NowWSJ / Lori Ioannou
Diversification: It's Not Just for Defense AnymoreWSJ / Jason Zweig
The 4% Rule for Retirement Is BackWSJ / Anne Tergesen
Financial Guru, TV Star, Bestselling Author? Not So FastWSJ / Jason Zweig
A Couple Won the Powerball. Investing It Turned Into Tragedy.WSJ / Jason Zweig
Five Financial Blind Spots That Burden Grieving SpousesWSJ / Veronica Dagher
One Small Fortune, 36 Grandkids and an Inheritance Stuck in LimboWSJ / Ashlea Ebeling
She Signed a Living Will. Her Sister Didn't Honor It.WSJ / Ashlea Ebeling
What You Don't Know Could Sting Your PortfolioWSJ / Jason Zweig
I Haven't Saved Nearly Enough for Retirement. What Do I Do?WSJ / Will Flannigan
What Trump's Megabill Means for YouWSJ / Jasmine Li
This Small-Town Pension Fund Has a Warning for Millions of Retirement SaversWSJ / Jason Zweig

Behavioral Finance

Behavioral Patterns & Pitfalls of US InvestorsSEC / Gov
Behavioral Finance: Biases, Emotions and Financial BehaviorInvestopedia

Asset Allocation & Returns

NACUBO — Endowments ReferenceNACUBO
NASRA — Pension ReferenceNASRA

Calculators

Compound Interest CalculatorSEC / Investor.gov
Financial Calculatorsfncalculator.com
Rent vs. Buy Calculatorcalculator.net

Market References

S&P 500 Earnings & Pricemacrotrends.net
S&P 500 P/E Ratiomacrotrends.net
Price Multiples ExplainedInvestopedia

Macroeconomic References

Fed Projection MaterialsFederal Reserve
GDP MonitorAtlanta Fed
Interest Rate MonitorFRED / St. Louis Fed
Fiscal Deficit / GDPFRED / St. Louis Fed
Money (M2) MonitorFRED / St. Louis Fed
Fed Balance Sheet MonitorFederal Reserve
US Public Debt / GDPFRED / St. Louis Fed
Financial Stability ReportFederal Reserve

Other

Research Platform (Performance / Portfolio / Risk)Morningstar