Recommended Reading The Institutional Consulting Group and The Rogers Companies Recommended Reading

This portion of the site lists books covering contemporary portfolio management issues.  For additional information, please contact us.

Both Dale Rogers (CEO)and Craig Rogers (President) of The Rogers Companies have authored books, publications and articles, all of which provide their practical experience within the investment services industry.  Dale and co-author Larry Chambers provide the needed insight to begin the journey to financial security in First Time Investor.  Dale and Craig Rogers teamed to produce the definitive book on the 401(k) process in How to Build, Protect and Maintain Your 401(k) Plan.   By clicking on the links below, you can purchase either or both of these insightful books.  How to Build, Protect and Maintain Your 401(k) Plan - by Dale Rogers and Craig Rogers       Combine knowledge with self-discipline and you become unstoppable.  This book is intended to build a safe and secure retirement plan.  The discipline is up to you.  But – by following the principles outlined in this book, your journey on this path should be easier and, ultimately, more successful.  “Your book is so clear and concise, describing each rudimentary step to the decision making point.  Many mothers send clippings to their children – I send "required reading"!  This book is definitely on its way to our three sons.  Thank you so much.”  Ann "This book is a must for all employees.  The educational value crosses the spectrum from those with limited knowledge to those with years of experience.  I gained new insight from How to Build, Protect and Maintain Your 401 (k) and plan to provide the book to each of my employees. " Michael B. WSTX  First Time Investor - by Dale Rogers and Larry Chambers       From the end of the 1990's bull run to today's point-and-click electronic trading, investors face a radically transformed trading environment. The First Time Investor has been updated to teach beginning investors everything they must know in this new, high-speed investment arena. Along with the basics, it now features in-depth discussions on day trading, decimalization, the expansion of the global marketplace, and more--as well as a valuable new section on the top 10 things people must do to protect their 401(k)s.

Reading List Bold Thinking on Investment Management, The FAJ 60th Anniversary Anthology, CFA Institute, 2005 The Battle for the Soul of Capitalism By John C. Bogle Yale University Press, 2005 Pioneering Portfolio Management, An Unconventional Approach to Institutional Investment By David Swensen The Free Press, 2000 Endowment Management, A Practical Guide By Jay A. Yoder Association of Governing Boards of Universities and Colleges, 2004 (To order copies, call AGB Publications at 800-356-6317.) Risk Management for Pensions, Endowments and Foundations By Susan M. Mangiero John Wiley and Sons, 2005