There are several books that Family CFO recommends, often providing free copies to clients. These works reflect the investment philosophies and financial values of Family CFO.

  • Against the Gods: The Remarkable Story of Risk by Peter L. Bernstein
  • Devil Take the Hindmost: A History of Financial Speculation by Edward Chancellor
  • Don't Count on It!: Reflections on Investment Illusions, Capitalism, "Mutual" Funds, Indexing, Entrepreneurship, Idealism, and Heroes by John C. Bogle
  • The Elements of Investing by Burton G. Malkiel and Charles D. Ellis
  • Manias, Panics, and Crashes: A History of Financial Crises by Charles P. Kindleberger, Robert Z. Aliber and Robert Solow
  • A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing by Burton G. Malkiel
  • The Richest Man in Babylon by George S. Clason
  • Security Analysis by Benjamin Graham and David Dodd
  • The Intelligent Investor by Benjamin Graham and Jason Zweig
  • The Ultimate Gift by Jim Stovall
  • Winning the Loser's Game: Timeless Strategies for Successful Investing by Charles Ellis
  • Younger Next Year by Chris Crowley and Henry S. Lodge