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Investment Reading Ideas - Planning For Financial Success

May 03, 2020 3:56 PM ET8 Comments


  • There are a wide range of investment books that will allow individuals to better plan for their retirement and financial security.
  • The books included in this article have helped me become a better investor and have influenced my financial and retirement decisions.
  • This article discusses several books and financial ideas that may help investors with future investment performance. I’ve found them all to be excellent reading.

During the current environment with the COVID-19 crisis, many individuals may be working from home and have additional time in their daily routine, as the daily commute has now been eliminated for a period of time. For those not as fortunate, and have lost their jobs for a temporary period of time, this selection of investment reading ideas may provide a valuable resource. Hopefully, this article will be helpful to both veteran and novice investors. This is the seventh article in my Early Retirement series.

Investment Reading Idea #1 – Cash is King: Investing In REIT Preferreds To Generate Long-term Income

Source: Amazon.com

  • REIT preferreds have been the backbone of my portfolio for close to 20 years and have performed very well over this period of time.
  • Author Simon Wadsworth was the CFO of a publicly traded REIT for over 15 years and shares his experience investing in REIT preferreds in this book.
  • This book is a great reference tool for both novice and veteran investors in REIT preferreds.
  • While the book covers all types of REIT preferreds, I believe the Hotel and Mall REIT sectors should be avoided now and in the future.
  • Unfortunately, this book appears to be out of print at the present time. However, it may be found by looking for copies on Ebay, etc. I was able to find a new copy for $25 a little over a year ago as a gift to my brother who is new to preferred stocks. In addition, you may be able to borrow a copy from your local library system
  • QuantumOnline.com also provides a great reference tool for those investors looking to screen preferred stocks by company name and credit rating

Investment Reading Idea #2 – Rich Dad Poor Dad: What the Rich Teach Their Kids About Money – That the Poor and

This article was written by

CPA, former CFO and long-term investor in preferred stocks with a specific focus on REIT preferreds. Investor in REIT preferreds for the past 20 years, which helped me move into early retirement.

Analyst’s Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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