Investment Books that we Recommend

To become proficient at investing you have to work hard. It’s as simple as that. There’s no getting around it. I have found that the best investors read everything that they can get their hands on. They like to turn over the rocks and “peel the onion” so to speak. They read investment (and non-business) books by the handful, scour several newspapers per day and routinely analyze the financial filings of hundreds of companies consistently. Of course, having a good mind helps too – but nothing replaces reading. Even the most successful investors of all time such as Warren Buffet, Peter Lynch and John Bogle were voracious readers. They (or you) should never stop learning!

Folks ask us all the time what are our favorite investment books. We thought that the list below may be of interest to you and/or your children:

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Demand More From your Advisor!

The advisory landscape is competitive!
Photo by Nicolas Hoizey on Unsplash

Is your advisor or stockbroker playing more golf or out sailing these days? Are you questioning what they are actually doing for you? Today’s overachieving investment advisory firms are doing much more for their clients than in any time in history. This is a transformative time in financial services. Consumers are becoming smarter and advisory firms are offering more and more cutting-edge services in order to remain competitive.

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Brown Delivers Keynote Address at UMass Lowell’s Manning School Hooding Ceremony

Cox Capital Portfolio Manager Ethan Brown addressing the Manning School’s 2019 graduating class.

Just five years ago, Ethan Brown attended the Manning School of Business Hooding Ceremony as a student while finishing up his MBA program. Last Thursday, the Dean of the Manning School Sandra Richtermeyer him invited back to the event – this time as the keynote speaker. During his talk, Brown shared his story of transitioning from a professional triathlete to MBA student to Cox Capital’s portfolio manager. He spoke about the amazing transformation that’s taking place at UMass Lowell, where the quality of education is improving along with the school’s profile. Brown also gave credit to those that influenced him along his journey, including his former finance professor Tunde Kovacs (who is now on CCM’s Investment Committee), and his mentor at Cox Capital – Bill Cox, to whom he attributes much of his success. Cox is also a fellow UMass Lowell alumnus.

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