Here you will find copies of our quarterly newsletters, some recommended reading, and some educational presentations by Brent Kessel and Spencer Sherman on investing. 

Abacus Newsletters

Suggested Reading

To begin your education in investing, we recommend these two books, written by our founders.  In addition to a good basic foundation in investing, they also provide an in depth program to discover the real road blocks to being a successful investor, your own hidden relationship to money. 

It's Not About The Money, from Harper Collins.
By Brent Kessel


Brent combines the latest financial thinking with ancient spiritual wisdom to shed light on the relationship between people and their money, and offers the reader a program for attaining financial and emotional security. Drawing on interviews with spiritual leaders and financial gurus, Kessel teaches you how to grow more conscious of your spending, saving, investing, and giving, and shows you how to become more financially sound and spiritually at peace.

The Cure For Money Madness, from Random House.
By Spencer Sherman

When Spencer found himself crossing a police line to retrieve his work files from a burning office building, he realized he had money madness. He noticed it in his clients, too: those irrational feelings about money that make otherwise rational adults behave foolishly—buying high, selling low, overspending, lying to their spouses, equating their self-worth with their net worth. Money madness stresses us out, poisons our relationships, and keeps us from making as much money as we can.

Click Here For More Details On These Books

 

If you're interested in diving deep into yourself and explore your relationship to money, you can also take the 8 week on-line course from Daily OM, "Heal Your Money Karma".  This is a pay-what-you-can course led by Brent Kessel and Spencer Sherman.

Click here for more information about the course

 

Once you have a firm foundation of the basic concepts of investing, and you want to learn more, you should read the following books (in order of difficulty, intermediate to advanced)

Here are some additional books that are focused on more narrow topics

Sufficiency

Personal Growth

Inheritors and Children of Affluence

Money Conflict

Philanthropy

Sustainability

Microfinance

 

Educational Presentations

We have four presentations to view,

The footnote on section "Growth of $500,000 Over 20 Years" should read "Assuming a 500k account and S&P500 returns from 1/1/1988 to 12/31/2007"