Kristen McNamara, who writes about practice management for Dow Jones Newswires, asked financial planners for books they recommend to clients at different life stages.
There were three books that made the list for “New Clients:”
- The Financial Wisdom of Ebenezer Scrooge, by Ted Klontz, Rick Kahler, and Brad Klontz
- The Intelligent Asset Allocator, by William Bernstein
- Winning the Losers Game, by Charles Ellis.
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