Financial Services
This is an attempt to organize my notes by topic. Stress on "attempt," as it's rather a wreck right now, and I expect it always will be.
Banking
- Bank 2.0
- Brett King (Cyan Communications: 2010)
- A consideration of the changes that may take place in the banking and financial services sector as a result of technological advances and changes in customer habits and attitudes.
- Banking
- William A. Scott (Unknown publisher and date)
- Written in the early twentieth century, this book provides a concise overview of basics of the banking industry before there was much regulatory interference.
- Banking (Essays and Research)
- Notes on banking with an emphasis on consumer products. This is shallow and random at present, but it's a start.
- Banking: An Introduction (Books)
- AP Faure (Quoin: 2003)
- A quick and rather superficial overview: the basics of banking, money creation, risk, and bank models.
- Banking: A Very Short Introduction (Books)
- John Goddard and John Wilson (Oxford University Press: 2016)
- A short primer on banking and the financial services industry, focusing (a bit much) on the 2007-2009 financial crisis.
- Banking and Currency (Books)
- Ernest Sykes (Butterworth & Co. 1905)
- Written in 1905, this practical overview of banking and currency contains much information that remains relevant to the current practice.
- Bye Bye Banks (Books)
- James Haycock (Wunderkammer: 2015)
- A consideration of the environmental changes that have placed the banking industry in jeopardy of balkanization.
- Defense of Usury (Articles)
- Jeremy Bentham (Payne and Foss: 1787)
- A collection of letters between Bentham and a person (or persons) who are opposed to the practice of collecting interest (beyond a certain point) on borrowed monies, defending the practice.
- A Description of the Money Market (Books)
- Walter Bagehot (Henry S. King: 1873)
- While it was written over a century ago, this book considers aspects of the banking industry that remain entirely valid and poignantly relevant to the present day.
- Digital Banking Tips (Books)
- Tolga Tavlas (DBT: 2015)
- A vanity-published booklet by a consultant that considers an array of topics pertaining to banking in the digital media.
- The Digital Revolution in Buying and Borrowing (Books)
- David Evans and Richard Schmalensee (MIT Press: 1999)
- Explores the revolution in commercial transactions from cash to plastic to electronic methods of payment.
- E-Banking Management (Books)
- Mahmood Shah and Steve Clarke (IGI Global: 2009)
- An examination of the unique characteristics of the Internet as a channel for providing banking services.
- Finance, Banking, and Money (Books)
- Robert E. Wright (NYU: 2012)
- A basic overview of banking and financial services, written after the financial crisis of the early 21st century.
- Guide to the ATM and Debit Card Industry (Books)
- Fumiko Hayashi, Richard Sullivan, and Stuart E. Weiner (Federal Reserve Bank: 2003, 2006)
- Provides an overview electronic payment methods in the banking industry, including the history, present state, and potential future developments.
- The Mystery of Banking (Books)
- Murray Rothbard (Richardson & Snyder: 1983)
- An economist's perspective on the banking industry and its effect on the money supply and domestic economy.
- The Theory of Money and Credit
- Ludwig Von Mises (Liberty Fund: 1981)
- A foundational work on the origins of money, covering its foundations and sources of value through the early twentieth century.
Investments
- Investment Options (Overview) (Essays and Research)
- An overview of options for the consumer seeking to manage their funds.
- Investment Strategy (Overview) (Essays and Research)
- Exploring the incentives there are to invest at all, and the strategies investors follow in pursuit of their goals.
- The Intelligent Investor (Books)
- Benjamin Graham (Collins: 1973)
- Intended to provide laymen with guidance in investing, the author provides basic principles and theories that provide guidance for evaluating investment choices that have been staid and successful for decades.
- Methods for Stock Analysis (Essays and Research)
- An overview of the various methods that are used to assess the current value and predict the future value of stocks.
- Mutual Funds (Essays and Research)
- Aggregated research into mutual funds as a vehicle for investment.
- Ratio Analysis (Essays and Research)
- A brief overview of ratio analysis, including some of the common ratios as well as the uses and limitations of the practice.
- Retirement Accounts (Essays and Research)
- A collection of random notes about the various kinds of retirement account.
- Speculative Investments (Essays and Research)
- A brief overview of stocks, options, commodities, and currency trading.
- Stock Options (Essays and Research)
- Some notes on stock options - basic description, investment uses, and strategies.
Insurance
- Annuities (Research)
- Annuities are life insurance products that are often sold as investments to individuals who are interested in receiving a constant stream of income from a lump sum of money.
- Insurance (Essays and Research)
- Notes on insurance with an emphasis on consumer products.
Loose Topics
- The Cutting Edge in Financial Services (Books)
- Bob Veres (National Underwriters: 2003)
- An examination of the evolving role of financial advisors and the demand for financial services.
- Personal Financial Planning (Research)
- Personal financial planning covers a broad array of services for clients with various levels of income and investments.
- Retirement (Research)
- Notes related to planning for and managing financial resources in retirement.