2023 Summer Reading List

Summer is a time of warmth, sunshine, and relaxation—a perfect opportunity to unwind and immerse yourself in the captivating world of books. Whether you find yourself lounging on the beach or enjoying a quiet afternoon in the shade, there’s something magical about losing yourself in the pages of a well-written book.

As financial advisors and planners here at AFM, we believe that summer is also an ideal moment to expand your knowledge and understanding of personal finance, investing, and the intricate workings of the financial world. With this in mind, we have curated a collection of book recommendations that are both informative and engaging, ensuring that you can make the most of your summer reading. So, grab your beach towel, find a comfortable spot, and embark on a journey of financial enlightenment and entertainment!

1. If you are looking for an introduction to personal finance:

Book Recommendation: I Will Teach You to Be Rich by Ramit Sethi

Summary: This book provides a step-by-step guide to mastering your personal finances. It covers topics such as budgeting, saving, investing, and wealth-building, offering practical advice and actionable strategies.

2. If you are looking for insights into behavioral finance:

Book Recommendation: Thinking, Fast and Slow by Daniel Kahneman

Summary: Daniel Kahneman, a Nobel laureate in Economics, explores the two systems that drive the way we think: the fast, intuitive system, and the slower, more deliberative system. This book delves into the fascinating field of behavioral economics and sheds light on the biases and heuristics that influence our financial decisions.

3. If you are looking for investment strategies and insights:

Book Recommendation: The Intelligent Investor by Benjamin Graham

Summary: Widely regarded as a classic, this book provides timeless principles for successful investing. Benjamin Graham, a renowned investor, and mentor to Warren Buffett, covers topics such as value investing, risk management, and the mindset required for long-term investment success.

4. If you are looking for a comprehensive guide to retirement planning:

Book Recommendation: The Bogleheads’ Guide to Retirement Planning by Taylor Larimore, Mel Lindauer, and Richard A. Ferri

Summary: Written by members of the Bogleheads community, this book offers practical advice and strategies for planning a successful retirement. It covers topics like Social Security, Medicare, asset allocation, and withdrawal strategies, providing valuable insights for those preparing for their retirement years.

5. If you are looking for insights into the world of finance and Wall Street:

Book Recommendation: Liar’s Poker by Michael Lewis

Summary: Michael Lewis, a former bond salesman, takes readers on a wild journey through the excesses and eccentricities of Wall Street in the 1980s. This memoir offers an entertaining and eye-opening account of the financial industry, providing an insider’s perspective on the culture and practices that were prevalent at the time.

6. If you are looking for a book on personal development and financial independence:

Book Recommendation: Your Money or Your Life by Vicki Robin and Joe Dominguez

Summary: This book challenges the traditional notion of work and money, exploring the concept of financial independence and how it relates to our overall well-being. It offers a nine-step program for transforming your relationship with money, gaining control over your finances, and achieving a more fulfilling life.

7. If you are looking for a book on the history of money and financial systems:

Book Recommendation: The Ascent of Money by Niall Ferguson

Summary: Niall Ferguson provides a comprehensive overview of the evolution of money, banking, and financial systems throughout history. From ancient civilizations to modern times, this book explores the role of money in shaping societies and economies, offering valuable insights into the forces that drive financial systems.

8. If you are looking for a gripping true story about high finance and a personal fight for justice:

Book Recommendation: Red Notice: A True Story of High Finance, Murder, and One Man’s Fight for Justice by Bill Browder

Summary: Bill Browder, a successful investor, shares his real-life experiences of navigating the treacherous world of Russian business and politics. This captivating memoir takes readers on a thrilling journey through Browder’s rise to wealth, the corruption he encountered, and his relentless pursuit of justice after the tragic murder of his lawyer, Sergei Magnitsky. Red Notice offers a powerful account of one man’s determination to expose corruption and make a difference.

9. If you are looking for some interesting historical non-fiction:

Book Recommendation: The Tiger: A True Story of vengeance and Survival by John Vaillant

Summary: A white-knuckle account of the search for a man-eating tiger in Russia’s far east in the late 1990’s. Non-fiction that reads like a novel.

Book Recommendation: The Mother Tongue: English and How It Got That Way by Bill Bryson

Summary: A breezy history of how the English language came to be.  You can pair this one with Bryson’s follow-up, Made In America, about how English has been shaped and changed in America.

Book Recommendation: Meet Me by the Fountain: An Inside History of the Mall by Alexandra Lange

Summary: A history of the shopping mall and its economic and cultural impacts on America over the past 70 years.


Presented by Chris Rivers, CFP®, CRPC®, Emilia White, Nicolette Davicino, CFP®