ENCOMIA The new book that has me most excited is “A Commonsense Guide to Mutual Funds,” written by Mary Rowland, long acknowledged as one of the nation’s leading personal finance writers. Simply put, this is the book about mutual funds that I was hoping to write someday. It’s an outstanding resource; concise, complete and informative. The writing is crisp, elegant and in as plain English as you can hope for when talking about mutual funds. Charles A. Jaffe The Boston Globe Remarkable! A splendid combination of wisdom and simplicity. The Dos and Don’ts offer a priceless education in what investors really need to know. John C. Bogle Vanguard Nuts and bolts of fund investing, plus an excellent section on measuring an investor’s tolerance for risk....You will most assuredly refer to it again and again. The Wall Street Journal In writing “In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners,” New York Times personal financial columnist Mary Rowland interviewed 55 successful advisors about marketing, client retention, disclosure and networking. The book gives new planners insight into different players' market strategies. Donna DeZube Monstor.com If you are a bit of a history buff and interested in learning about multigenerational wealth preservation, I recommend you read an editorial by Mary Rowland called “Preserving the Bloodline” in the February edition of Financial Advisor magazine. I think Mary does a wonderful job telling the Laird Norton family’s story, which began in 1855 when two brothers and their cousin decided to go into the lumber business. Although the family has long since diversified its business away from lumber and into other industries, wealth management being one of them, they preserve their legacy by “learning a way of doing business that reflects family values.” Robert Moser Chief Executive Laird Norton Wealth Management A Commonsense Guide to Your 401(k) is exactly what the title implies and much more. Valuable tips...useful information...a must read for the majority of workers who haven’t done any financial/retirement planning. R. Theodore Benna Benefits consultant and Inventor of the 401(k) plan Wow! If the key to success is under-promising and over-delivering, this mildly labeled book fits the bill! Not only does the reader learn all the ins and outs of 401(k) investing, he or she gets a world of information about investing in general and life planning. Mary Rowland has done her research well, and she communicates it with real-life examples to bring the message into focus. A good addition to anyone’s financial library. Robert E. Wacker, CFP, EA R.E. Wacker Associates Yes, the column has been getting a good response. I assume your mail reflects this, as do the letters to the editor we get. We’re quite pleased with it....Thanks for being imaginative, clear, quick and dependable—an editor’s dream. Bill Stockton Sunday Business Editor The New York Times I know of no other writer who so effectively translates financial jargon into concise, usable advice. Don Phillips Morningstar
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