Charlotte Jay of Jay Financial, and a featured participant in the 2023 Women’s Issue shares her most recommended and favorite books on investing. In addition to the publications listed below, Charlotte recommends podcasts by these writers, if listening versus reading is your preferred information source.
The Intelligent Investor by Benjamin Graham
The definitive guide on value investing teaches emotional discipline and fundamental analysis, helping investors avoid substantial losses while seeking long-term growth in volatile markets.
The Age of Turbulence by Alan Greenspan
The former Fed Chairman explores global economic history and the future of capitalism, providing deep context for how geopolitical shifts influence modern financial systems.
One Up on Wall Street by Peter Lynch
Lynch explains how average investors can beat the pros by using what they already know to find "tenbagger" stocks before Wall Street notices.
The End of the World Is Just the Beginning by Peter Zeihan
Zeihan maps out a de-globalizing world, explaining how changing demographics and geography will reshape global trade, energy markets, and future investment opportunities everywhere.
The Millionaire Next Door by Thomas J. Stanley and William D. Danko
Through extensive research, the authors reveal that true wealth is often built through frugality, disciplined saving, and avoiding the trap of high-status consumption.
Rich Dad Poor Dad by Robert Kiyosaki and Sharon Lechter
This classic challenges traditional views on money, emphasizing financial education, real estate, and the vital importance of building assets that generate passive cash flow.
Charlotte worked in the telecom industry for 19 years before her current role as a financial advisor with Commonwealth Financial Network. As a human resource manager, she became a subject matter expert on company benefits and now specializes in retirement, estate, and financial planning, with a distinctive proficiency in helping employees capitalize on their employee benefits as a base for individual planning. jayfinancialgroup.com