There are a lot of books in the marketplace about investing. Many of the more popular ones are stories about this event or that event and lionize or demonize an individual or group of individuals who went through some recent events. Not all books have been very helpful in creating or maintaining an intelligent investment strategy, in my opinion.

Recently I was given a book to get my opinion on it. Frankly, it can be looked on as a bible by some and of no interest to many others. The book, “Best Practices for Equity Research Analysts” by James Valentine, CFA (McGraw Hill), is not a “tell all” type of book, but rather gives practical insight to the inner workings of a research analyst at a large investment firm.

While a consumer would soon get lost in all the day to day details of topics such as managing information flow, time management, communicating stock ideas and ethical decision making; this is an excellent resource for those who may be researching a career in the investment business, starting and/or developing their careers as a research analyst and maybe a few, individual investors who have the time and resources to do their own research.

The foregoing content reflects the opinions of White Oaks Wealth Advisors and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.

Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.