Poinciana has found that financial author Larry E. Swedroe’s series of investment books provide clear, informative descriptions of the passive investment approach we incorporate within our wealth strategies, Larry’s books are available at major retail and online bookstores or, contact us to discuss your investment needs and obtain a copy of one of the following:

  • The Only Guide to a Winning Investment Strategy You’ll Ever Need – An overview of the passive investment approach Amazon Link
  • Wise Investing Made Simple – Life lessons in investing Amazon Link
  • The Only Guide to a Winning BOND Strategy You’ll Ever Need – Co-author Joseph H. Hempen; Integrating fixed income within your investment strategy Amazon Link
  • The Only Guide to ALTERNATIVE INVESTMENTS You’ll Ever Need — Co-author Jared Kizer; the good, bad and ugly among today’s alternative investments Amazon Link

These selected books are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Poinciana. Nothing in these materials should be interpreted as implying the performance of any client accounts, or as securities recommendations. Poinciana does not provide any guarantee, express or implied, that the information presented is accurate or timely, and does not contain inadvertent technical or factual inaccuracies. The past performance of securities is no guarantee of their future result.