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Books to Read

“The Prudent Investor Act”
by W. Scott Simon
“Investing and Managing Trusts Under the New Prudent Investor Rule”
by John Train & Thomas Melfe
“Managing Family Trusts”
by Robert A. Rikoon
“The Management of Investment Decisions”
by Donald Trone, William Allbright, Philip Taylor
“The New Fiduciary Standard”
by Tim Hatton
“Investment Policy, How to Win the Loser’s Game”
by Charles D. Ellis
“How to Write an Investment Policy Statement”
by Jack Gardner
“Revealing Life Insurance Secrets”
by Richard M. Weber