Please use the following topics to discover more information about:
Business Planning |
Charitable Planning |
College Planning |
Debt Management | Economics
Elder/Aging |
Estate Planning | Financial Planning | Insurance Planning | International
General Investing | Alternative Investing | Investing-Bond | Investing: Mutual Fund
Investing-Stock | Miscellaneous | News-Media | Professional Issues
Psychology-Client Relationship | Real Estate-Mortgage | Retirement-Benefits Planning
Specialized Financial Planning | Planning for Women | Tax
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CCH Business Owner’s Toolkit.
Checklists, model business plans, advice for the small-business owner.
www.toolkit.cch.com
Dun & Bradstreet.
Global database for businesses.
www.dnb.com
EntrepreNet.
Reference information for small businesses.
www.enterprise.org/enet/index.html
Family Firm Institute.
A clearing house for information about family businesses and people who advise them.
http://ffi.org
Family Office Network.
Clearinghouse, information and networking on establishing and maintaining family offices.
www.familyofficenetwork.com
Financial Web.
Small company information, tips on avoiding fraud, directory of free investor Web sites.
www.financialweb.com
International Franchise Association.
Database, links to over 800 franchise companies, education, bookstore, news.
www.franchise.org
National Center for Employee Ownership.
Information on ESOPs
www.nceo.org
Retail Franchise.
Directory of retail franchises.
Also can search by investment level, retailer name or industry sector.
www.retailfranchise.com
SBA's Office of Women's Business Ownership.
Details the Small Business Administration's programs and services for female-owned small businesses.
www.sbaonline.sba.gov/womeninbusiness
Scor-Net.
Lists information on 500 small companies for directly matching buyers and sellers.
www.scor-net.com
U.S.Business Advisor.
SBA centralizes laws and regs from dozens of government agencies for interested small businesses.
Can download business and application forms.
www.business.gov
Financial Planning Headquarters.
Other useful links for financial planning sites.
www.financialplanninghq.com
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Council on Foundations.
Helpful for planners and clients interested in working with a local community foundation.
www.cof.org
GuideStar.
News and information on American charities.
Database of 600,000 nonprofit organizations for IRS-approved tax deductible donations.
www.guidestar.org
Independent Charities of America.
A site for finding specific types of charities, such as cancer.
www.charitiesusa.com
Internet Nonprofit Center.
IRS database on 1.2 million nonprofits registered as charities.
www.nonprofits.org
Ministry Watch.
Rates over 400 faith-based nonprofit groups based on their financial efficiency.
www.ministrywatch.com
More Than Money.
Site for how the wealthiest five percent can become better stewards of their money and create a better world.
Quarterly journal, coaching, discussion groups.
www.morethanmoney.org
National Charities Information.
Another site for checking out individual charities.
www.give.org
National Committee on Planned Giving.
Professional association for people whose work includes developing, marketing and administering charitable planned gifts.
www.ncpg.org
Regional Association of Grantmakers.
For people involved with private and community foundations.
Site includes section for financial advisors.
www.rag.org
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Full Ride
A college admission counseling firm dedicated to helping students and their families navigate the college admission process. They are committed to guiding each student through every step of the admission process and working with each family to find the best fit university for each student.
www.fullride.com
College Board.
For information on college costs and scholarship information.
www.collegeboard.org
College Savings Plans Network.
Clearinghouse on state prepaid tuition plans or state-sponsored college savings plans.
www.collegesavings.org
EASI: Easy Access for Students and Institutions.
Recommended site for a variety of college financial information.
http://easi.ed.gov/index.html
FastWEB.
Massive database of scholarships and other financial-aid awards.
www.fastweb.com
Financial Aid Information.
www.cs.cmu.edu/afs/cs.cmu.edu/user/mkant/Public/FinAid/finaid.html
Internet Guide to Section 529 Plans.
Information on college savings plans, prepaid-tuition plans, and other 529 plans.For investors and advisors.
www.savingforcollege.com/
Money4College123.
Among other features, contains a custom timetable showing a family the steps they must take to find, apply and pay for college.
www.money4college123.com
Nellie Mae.
Information on loans for college students.
www.nelliemae.com
Project EASI.
Federal site for information on student loans.
http://easi.ed.gov
Sallie Mae.
The government-sponsored corporation that packages and services higher education loans.
Lays out the financial aid application process; on-site loan applications.
www.salliemae.com
WiredScholar.
Loads of articles, large database for college scholarships.
www.wiredscholar.com
Bank Rate Monitor.
www.bankrate.com
Bankcard Holders of America.
www.epn.com/bha
CardTrak.
The newsletter put out by RAM research with information about credit card usage, misuse, credit card surveys.
www.cardtrak.com or www.ramresearch.com
Consolidated Credit Counseling Services, Inc.
The largest source for nonprofit debt management.
www.debt.org
Debt Counselors of America.
Internet-based debt counseling agency.
www.dca.org
Default Risk.com.
A major source for credit risk modeling.
Loads of free, downloadable papers on credit risk management and modeling.
www.defaultrisk.com
Money Rates.
A variety of interest rates for investments and consumers.
www.money-rates.com
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The Dismal Scientist.
Economic stats, historical data, calculators, commentary, news.
www.dismal.com
Economy.com.
Loads of databases and economic research.
Some free, some subscription.
www.economy.com
Edward Yardeni.
Deutsche Morgan Grenfell’s chief economist.
www.yardeni.com/yardeni/
Federal Reserve Board.
The Board of Governor's Internet site.
www.bog.frb.fed.us
Fedstats.
Access to stats and information produced by over 70 federal agencies.
www.fedstats.gov
Financial Times.
A global perspective on personal finance and economics.
www.usa.ft.com
Social Science Research Network.
Abstracts of current economic and financial research, and networks for professional journal writers.
Fees for full articles.
www.ssrn.com
Stone & Mcarthy Research Associates.
Economic and financial research.
www.smra.com
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Access America for Seniors.
Access government information and services for seniors.
www.seniors.gov/index.html
ADL Digest.
Daily health updates, newsletter, and pages of information on aging, disability and long-term care.
Loads of links.
www.adldigest.com
Administration on Aging.
Beyond this site’s own useful information is links to many other sites involving long-term care and health care.
www.aoa.dhhs.gov
Aging With Dignity.
Information on advanced directives.
www.agingwithdignity.org
Alzheimer’s Association.
Health aspects of Alzheimer’s disease, as well as how to get financial assistance or benefits.
www.alz.org
ALZwell Caregiver Support.
Information, including financial, for caregivers for people with Alzheimer’s and dementia.
www.alzwell.com
American Association of Retired Persons.
Half your clients are probably already familiar with this site.
www.aarp.org
Assisted Living Federation of America.
Information on over 7,000 for-profit and nonprofit providers of assisted living, continuing care, retirement communities, etc.
www.alfa.org
CareScout.
Ratings and rankings of eldercare facilities, consumer feedback, and basic information on eldercare resources.
www.carescout.com
Choice in Dying.
Information on advance directives, including for specific states.
www.choices.org
Elder Care Online.
A support site for caregivers.
Includes newsletter, chat rooms, articles, resource guides and a Medicare Health Plan analyzer.
www.ec-online.net
Elder Law Section.
A section of the New York State Bar Association providing loads of links to elder law sites.
www.nysba.org/sections/elder/elderlinks.html
Elderweb.
Information on home and day care, hospice programs and shared housing, broken down by regions and states.
Links.
www.elderweb.com
Government Disabilility Information.
Have disabled clients? This is the U.S.
government Web site for disability-related government resources.
www.disabilityinfo.gov
Living Will Registry.
A central place for clients to register their advance directives (living wills, etc.) for prompt transmission to any hospital.
www.uslivingwillregistry.com
LTCI Council.
Site aimed primarily at consumers regarding the purchase of long-term care insurance, but with some information for agents and advisors.
www.longtermcareinsurance.org
National Academy of Elder Law Attorneys.
Assists professionals who work with older clients and their families.
www.naela.com
National Aging Information Center.
Full of reports, statistics, links about aging Americans.
www.aoa.dhhs.gov/naic/
National Alliance for Caregiving.
Information for and about caregivers, and links to other caregiving sites.
www.caregiving.org
National Association of Professional Geriatric Care Managers.
Where to find a professional geriatric care manager in your area, and other information.
www.caremanager.org
National Hospice and Palliative Care Organization.
A directory of resources for consumers and professionals regarding end-of-life issues.
www.caringinfo.org
National Senior Citizens Law Center.
This organization provides legal work for elderly poor clients.
www.nsclc.org
Senior Law.
Information and links on elder care issues.
www.seniorlaw.com
Senior Sites.
List of 5,000 nonprofit nursing homes, continuing care retirement communities, assisted living, etc., by state and county.
www.seniorsites.com
WidowNet.
Resources for widows and widowers, including financial information.
http://fortnet.org/widownet
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The Affluenza Project.
Site of author of The Golden Ghetto: The Psychology of Affluence.Information, resources, links on sudden wealth, obsession with wealth and other money/wealth related issues.
www.affluenza.com
American Academy of Estate Planning Attorneys.
Hot links to estate planning attorneys.
www.estateplanforyou.com
EstatePlanningLinks.com.
For consumers and estate planning professionals. Links to everything imaginable concerning estates.
www.estateplanninglinks.com
Inheritance Project.
Resource that focuses on the emotional issues surrounding inherited wealth.Numerous publications as well as counseling and consulting services.
http://inheritance-project.com
Last Acts.
A directory of resources for consumers and professionals regarding end-of-life issues.
www.lastacts.org
Leimberg Associates.
Site for well-known estate planning author Stephen Leimberg.
Updates on recent cases, rulings, legislation.
www.leimberg.com
Living Will Registry.
A central place for clients to register their advance directives (living wills, etc.) for prompt transmission to any hospital.
www.uslivingwillregistry.com
National Alliance for Caregiving.
Information for and about caregivers, and links to other caregiving sites.
www.caregiving.org
Nolo.com.
Site for Nolo Press, publisher of law books for laymen.Lots of articles on estate planning—and lawyer jokes.
www.nolo.com
Sudden Money Institute.
Financial planner Susan Bradley’s site for information for recipients of sudden wealth and their advisors.
Research on the sudden money experience and an advisors network.
www.suddenmoney.com
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Fedstats.
Access to stats and information produced by over 70 federal agencies.
www.fedstats.gov
FinanCenter.
Full of financial calculators.
www.financenter.com
Financeware.com.
Monte Carlo for retirement planning and other financial goals.
www.financeware.com
Financial Times.
A global perspective on personal finance and economics.
www.usa.ft.com
Monte Carlo Simulation.
Established by CFP® practitioners Lynn Hopewell and Glenn Kautt, the site provides articles and links to software for planners interested in Monte Carlo simulation.
www.montecarlo-simulation.com
Thomas.
Where to go for full text of all pending Congressional bills and the Congressional Record.
http://thomas.loc.gov
Webcrawler.
This search engine provides a useful index of personal finance sites.
www.webcrawler.com/select/persfin.new.html
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ADL Digest.
Daily health updates, newsletter, and pages of information on aging, disability and long-term care.
Loads of links.
www.adldigest.com
Administration on Aging.
Beyond this site’s own useful information is links to many other sites involving long-term care and health care.
www.aoa.dhhs.gov
AmericaQuote.
An online quote service for term life insurance.
www.americaquote.com
Annuity Price Center.
Daily update of 22,000 unit prices for variable annuity and variable universal life annuities.
Thirty-day free trial.
www.annuityprices.com
Center for Long-Term Care Financing.
Promotes the idea that most Americans can and should afford LTC insurance.
Online newsletter, articles, etc.
www.centerltc.com
Fee Planners Network.
With 1,500 members, this organization has become recognized as a resource of education and expertise for fee planning with no-load and low-load life insurance.
www.feeplannersnetwork.com
Government Disability Information.
Have disabled clients? This is the U.S.
government Web site for disability-related government resources.
www.disabilityinfo.gov
Insurance Information Institute.
Studies, facts and stats, directories and resources, hot topics and issues on insurance.
www.iii.org
Insurance News Network.
For consumers, but lists agents around the country and has useful insurance articles.
www.insure.com
Insurance Yellow Pages.
A way to locate insurance company web sites.
www.lifecom.com
LTCI Council.
Site aimed primarily at consumers regarding the purchase of long-term care insurance, but with some information for agents and advisors.
www.longtermcareinsurance.org
Medicare.
Site to keep up on the new Medicare+Choice options.
www.medicare.gov
National Association of Insurance Commissioners.
A route to the home pages of many state insurance departments.
www.naic.org
Quotesmith.
Term life insurance price comparisons for 140 companies.
www.quotesmith.com
RightQuote.
Quotes on term life insurance.
Information and ratings on companies.
www.rightquote.com
SafeTnet.
Consumer site for insurance information.
Has a wealth of articles and source materials on all types of insurance.
www.safetnet.com
Weiss Ratings.
Ratings and information on all types of insurance.
www.weissratings.com
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American Depository Receipts.
J.P.
Morgan site for ADRs.
www.adr.com
Asia Inc.
A place to check financial and market news for Asia.
www.asia-inc.com
BradyNet.
A monthly fee site for bond information on Eurobonds, global issues, specific countries, emerging markets.
www.bradynet.com
Datastream.
A daily chart of 28 worldwide stock indexes, along with one-year charts, exchange rates and economic indicators.
www.datastream.com
EuropeanInvestor.
European market news, information, real-time quotes, indexes, main stock exchanges, currency exchanges.
www.europeaninvestor.com
Financial Times.
A global perspective on personal finance and economics.
www.usa.ft.com
Global Investor.
Links to world markets.
www.global-investor.com
International Finance Corp.
Private-sector arm of the World Bank provides daily updates of dozens of international markets.
www.ifc.org
International Social Security Agreements.
Social Security Administration site with information about bilateral Social Security agreements with 19 countries affecting expatriate workers and multinational companies.
www.ssa.gov/international/inter_intro.html
International Wealth Protection.
Information for U.S.
citizens and international visitors regarding asset protection and minimizing taxes.
www.wealthdefense.com
MSCI.
Home site for Morgan Stanley Capital International and its many world indexes such as EAFE.
www.msci.com
Site-by-Site.
Global investment information, including ADRs.
www.site-by-site.com
Taxation of Foreign Citizens.
KPMG extensive online booklet on U.S.
taxes for foreign citizens.
www.us.kpmg.com/microsite/ies/tfc/index.htm
TaxUp.
Tax information on nations around the world.
www.taxup.com
Venture Economics.
Global private equity information, daily news and stats, in-depth research and analysis.
www.ventureeconmics.com
The World Bank.
A source for information on international financial markets.
www.worldbank.org
WorldlyInvestor.
Global investing portal with news, mutual funds ADRs, indexes.
www.worldlyinvestor.com
Wright Investors Service.
Comprehensive global company information.
www.wisi.com
Xenon's Universal Currency Converter.
Source for seeing what a dollar will exchange for in about 50 currencies.
www.xe.net/currency/
ZonaFinanciera.
Follows the Latin American market.
www.zonafinanciera.com
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Advisor Intelligence.
Tracks separate account managers, among others.
For a subscription fee.
www.advisorintelligence.com/
AdvisorWorks.
Discussion forum for professional investment advisors.
Links to useful financial sites, original articles, directories of experts and consultants.
www.advisorworks.com
Asensio & Co.
A vocal site on selling short by a professional short-seller, including current targets.
www.asensio.com
Bloomberg Online.
Bond yields, stock quotes, news and market analysis
www.bloomberg.com
The Bullion Desk.
London-based site with quotes and market
news on gold, silver, platinum and other precious metals.
www.thebulliondesk.com
CBS MarketWatch.
Source for breaking market news and personalized market focus.
http://cbs.marketwatch.com/news/newsroom.htx
Chicago Stock Exchange.
Ticker symbols, investor contact information, and links to Web sites of listed companies.
www.chicagostockex.com
Efficient Frontier.
Portfolio theory, online journal on efficient frontier, asset allocation.
www.efficientfrontier.com
GoldSeek.
Commentary, market news, quotes on the gold market.
www.goldseek.com
Ibbotson Associates.
Initially a catalog of their products and services.
Hopefully more general investor information later.
www.ibbotson.com
Internet Investor Network.
Text of 15 financial newsletters, financial databases, fund prospectuses.
http://networth.galt.com
Introduction to Investments.
For a quick refresher course on CAPM, risk, correlation and so on, by Yale School of Management professor William Goetzmann.
http://viking.som.yale.edu/will/finman540/classnotes/notes.html
invest-o-rama.
Links to 2,000 investment-related sites.
www.investorama.com
Investor Web.
Another Web site for linking to many financial sites of interest to planners.
www.investorweb.com/
Investmgt.
A variety of investment tools, such as a mutual fund analyzer or modeled portfolios, from Donald Trone. Hefty quarterly fee.
www.investmgt.com
Mar.
Hedge funds, exchange traded funds and other alternative investment news and newsletters.
www.marhedge.com
MarketEdge.
Fund and stock screening, portfolio tracking and insider-trading analysis.
www.marketedge.com
Market Guide for Investors.
Fundamental market data and earnings estimates.
www.marketguide.com
MCSI.
Home site for Morgan Stanley Capital International and its many world indexes, such as EAFE.
www.msci.com
Monte Carlo Simulation.
Established by CFP practitioners Lynn Hopewell and Glenn Kautt, the site provides articles and links to software for planners interested in Monte Carlo simulation.
www.montecarlo-simulation.com
The Motley Fool.
The site of the irreverent investment commentators.
www.fool.com
National Association of Investors Corporation.
Provides a variety of information on investment clubs.
www.better-investing.org
National Association of Online Investors.
A special section for financial advisors who want to learn more about online investing for their clients.
www.naoi.org/
Ohio State Education Department.
Provides links to various information sources including Donahue, Morgan Stanley, Bureau of Economic Research, Bloomberg, etc.
www.cob.ohio-state.edu/dept/fin/osudata.html
Pension Research Institute.
Research papers on downside risk.
Also asset allocation and performance models.
Frank Sortino is the director.
www.sortino.com
SAAFTI.
Society of Asset Allocators and Fund Times Inc.
A professional organization for money managers and investment advisors who believe in activie management strategies.
www.saafti.com
Style Advisor.
Offers style analysis articles and a demo of style analysis software program by Zephyr Associates.
http://styleadvisor.com
Thomson Investors Network.
Replaces MarketEdge as a source for fund and stock screening, portfolio tracking and insider-trading analysis.
www.thomsoninvest.net
Wall Street Research Net.
Over 500,000 links to help perform fundamental research on actively traded companies and mutual funds and locate market data.
www.wsrn.com
William F.
Sharpe.
Online articles and papers of the economics Nobel Laureate William F.
Sharpe.
www.stanford.edu/˜wfsharpe/art/art.htm
Yahoo! Finance.
Stock quotes, breaking business news, and use of the Yahoo search engine.
www.quote.yahoo.com
Zacks Investment Research.
Information and commentary on stock analysts and individual companies.
Flexible stock-price charts.
www.zacks.com
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Alternative Investment Management Association.
Professional trade association for the alternative investment industry, especially hedge funds.
www.aima.org
Asset Alternatives.
Site for financial professionals interested in private equity and other alternative investments.
www.assetnews.com
Cambridge Associates.
Publishes venture capital and private equity indexes.
www.cambridgeassociates.com
Chicago Board of Trade.
A futures and options exchange for agricultural commodities and financial instruments.
www.cbot.com
Chicago Mercantile Exchange.
A futures and options exchange, from pork bellies to Eurodollars.
www.cme.com
Chicago Partnership Board.
An overview on the limited partnership market, including units for sale and their prices.
www.cpboard.com
EarlyBirdCapital.com.
Private equity matchmaker and content provider.
www.earlybirdcapital.com
Denver Gold.
Link to sites for gold mining companies, mining publications, analytical/educational sources and other gold mining related sources.
www.denvergold.org/links.htm
Futures Industry Institute.
The educational wing of the futures Industry Association.
Tutorial information, links to world commodity exchanges.
www.fiafii.org
Garage.com.
A venture capital investment bank that provides funding services for high tech startups.
www.garage.com
Hedge Fund Association.
To join or get more information about hedge funds.
Network with other professionals about hedge funds.
www.hedgefundassn.org
HedgeFund.Net.
Lists hedge fund information and performance for 31 different strategies.
www.hedgefund.net
HedgeWorld.
Independent source for hedge fund performance data, news, analysis, newsletter.
www.hedgefund.com
Institute for Financial Markets.
The education wing of the Futures Industry Association.
www.theifm.org
Mar.
Hedge funds, exchange traded funds and other alternative investment news and newsletters.
www.marhedge.com
National Association of Seed and Venture Funds.
Source for information on venture investing.
www.nasvf.org
National Venture Capital Association.
Trade association for the venture capital industry.
www.nvca.org
Offroad Capital.
A venture capital matchmaker for those with at least $250,000 to invest and a $1 million net worth.
www.offroadcapital.com
Silver Institute.
Industry site with price stats, articles, etc.
www.silverinstitute.org
SMA Forum.
Site for professionals and allied groups in separately managed accounts, with research, commentary and links.
www.smaforum.com
Tremont Advisers.
Credit Suisse First Boston’s Web site that provides comprehensive data on the CSFB/Tremont Hedge Fund Index and Sub Indices.
www.hedgeindex.com
World Gold Council.
Represents gold mining companies, News on gold, spot prices, stats, commentary.
www.gold.org
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Bill Gross Columns.
Where to go for bond guru Bill Gross’s columns.
www.pimco.com
Bloomberg Online.
Bond yields, stock quotes, news and market analysis
www.bloomberg.com
The Bond Buyer.
News and research for professionals.
Subscription fee.
www.bondbuyer.com
Bond Market Association.
Geared toward investors, but has current pricing and yield information on municipal and Treasury bonds.
www.investinginbonds.com
Bond Markets.
The Bond Market Association’s site, providing news and information on pricing and new issues, regulatory and legislative issues, and links to research reports.
www.bondmarkets.com
BondResources.
Comprehensive daily news on all types of bonds.
www.bondresources.com
Bonds Online.
Daily graph of U.S.
Treasury securities yields, recent bond offerings.
www.bondsonline.com
Bureau of the Public Debt.
U.S.
Treasury site with information on savings bonds, T-bills, notes, bonds and the public debt "to the penny. "
www.publicdebt.treas.gov
ConvertBond.
A monthly fee site with information about convertible bonds.
www.convertbond.com
eBondUSA.com.
Neutral price information, price evaluation, market information and trading platform for municipal bonds.
www.ebondusa.com
Federal Reserve Bank of New York.
Calculate the value of a client's dusty old savings bond or get the latest value of Treasury securities.
www.ny.frb.org/
IBC Financial Data.
Data and historic performance of money markets and bond funds.
www.ibcdata.com
Inflation-Indexed Securities.
General information on buying U.S.
Treasury inflation-indexed securities, tax treatments, current CPI numbers, etc.
www.publicdebt.treas.gov/of/ofinflin.htm
Municipal Bond Transactions.
A site by the Bond Market Association for muni pricing and trade information.
www.investinginbonds.com/muni_bond_prices.htm
Savings Bond Wizard.
Download a free Savings Bond portfolio evaluation and management tool from the U.S.
Treasury called the Wizard.
www.publicdebt.treas.gov/sav/savwizar.htm
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Andrew Tobias’ Mutual Fund Cost Calculator.
A free site that provides the "true cost" of over 11,000 mutual funds regarding their expenses and taxes.
By finance writer Andrew Tobias.
www.personalfund.com
Fund Alarm.
Free advice for professional advisors on when to sell a particular mutual fund.
www.FundAlarm.com
Hedge Fund Association.
To join or get more information about hedge funds.
Network with other professionals about hedge funds.
www.hedgefundassn.org
HedgeFund.Net.
Lists hedge fund information and performance for 31 different strategies.
www.hedgefund.net
HedgeWorld.
Independent source for hedge fund performance data, news, analysis, newsletter.
www.hedgefund.com
IndexFunds.
Information on exchange-traded funds, as well as index funds.
www.indexfunds.com
Institute for Econometric Research.
Source for mutual fund information.
http://mfmag.com
Internet Closed-End Fund Investor.
Charts, fund profiles, performance results, market sentiment indicators.
Some portions for a fee.
www.icefi.com
Investment Company Institute.
The trade association for mutual funds.
Data on mutual fund industry and trends.
www.ici.org
InvesTools.
Download Morningstar fund reports ($5 each) and fund newsletters (also at a cost).
www.investools.com
Lipper Analytical Services.
Mutual funds and offshore mutual funds data.
www.lipperweb.com
Mar.
Hedge funds, exchange traded funds and other alternative investment news and newsletters.
www.marhedge.com
MIT.
MIT's site for mutual fund information.
www.ai.mit.educ/stocks/mf.html
NETworth.
Check Morningstar profiles and daily net-asset-value updates on mutual funds.
http://networth.galt.com
NETworth Pro.
Pro version of NETworth.
Services and information for the professional financial advisor.
www.networth.galt.com/pro/prosource/
Tremont Advisers.
Credit Suisse First Boston’s Web site that provides comprehensive data on the CSFB/Tremont Hedge Fund Index and Sub Indices.
www.hedgeindex.com
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10K Wizard.
Search engine for SEC filings.
www.10kwizard.com
American Stock Exchange.
Daily market summary, news and information on options and derivatives.
www.amex.com
Annual Report Service.
Order multiple annual reports free of charge from Public Register’s Annual Report Service.
Also listing of stock favorites, broker links, etc.
www.prars.com
The Bear Tracker.
Suddenly feel like selling short these days?
www.beartracker.com
BigCharts.
Professional-level research tools like interactive charts, quotes, industry analysis, commentary.
www.bigcharts.com
Bloomberg Online.
Bond yields, stock quotes, news and market analysis
www.bloomberg.com
Briefing.
Much-praised site for providing information on stock sectors.
www.briefing.com
Company Link.
Profiles of 65,000 companies, articles, SEC filings, stock quotes.
www.companylink.com
Daily Rocket.
IPO information, insider trading activity, and other financial news.
www.dailyrocket.com
Daily Stocks.
Connects you to dozens of proprietary stock research sites.
www.dailystocks.com
Discount Brokers.
Guide to discount stock and commodity brokers.
www.sonic.net/donaldj/
Drip Central.
Basics about dividend-reinvestment plans, links to DRIP sites, lists of companies offering DRIPs.
www.dripcentral.com
Dun & Bradstreet.
Global database for businesses.
www.dnb.com
Edgar.
Free site for current and past SEC filings.
E-mail notice of filings for companies you specify.
www.edgar.com
Edgar Online.
Redesigned site for business, financial and competitive information from SEC data.
Same information as Edgar, but also offers subscriber services.
www.edgar-online.com
GainsKeeper.
Automatically identifies and updates portfolios for wash sales and corporate actions, such as splits, spin-offs and mergers.
www.gainskeeper.com
Hoover’s Stockscreener.
Screens 8,000 stocks with 22 variables for free.
www.stockscreener.com
Insider Trader.
Free information, such as insider-trader summaries, are several days old.
Analysis and other information is $4.95 a month.
www.insidertrader.com
Investors Guru Small Cap Stock Observer.
Highlights stocks based on fundamentals and momentum.
www.home.istar.ca/˜invguru/
Invest Quest.
Review financial information and stock price chart, download other information.
www.investquest.com
I.Q.Net.
Screens 10,000 stocks with 100 variables for a monthly charge.
www.iqc.com/scan
myStockOptions.com.
Content, calculators, record keeper, modeling tools, discussion forum and ask the experts on stock options.
www.mystockoptions.com
Morningstar.
Worth the visit just for the Rekenthaler Report.
www.morningstar.net
The Napeague Letter.
Small-cap news, balance sheet information, corporate press releases.
www.napeague.com
Nasdaq.
For an explanation of the new SEC rules for trading on the Nasdaq, links to listed companies.
www.nasdaq.com
Netstock Direct.
Lists of DRIPs, including by categories.
DRIP prospectuses, fee information.
www.netstockdirect.com
New York Stock Exchange.
Details on companies added each week, links to company Web sites, and market movement.
www.nyse.com
North American Securities Administrators.
www.nasaa.org
OptionsCentral.
Database on over 1,800 equity options, prices and charts, news.
www.optionscentral.com
OptionWealth.
Information on employee stock options.
www.optionwealth.com
QuantumOnline.
Breaks down stocks by special lists such as preferred, warrants, investment club favorites, stocks with DRIPs, S&P 500, Dow indexes and by states.
www.quantumonline.com/
QuoteCom.
Stock quotes.
www.quote.com/quot.html
Rapid Research.
Information on nearly 8,000 stocks, including basic and advance screeners.
www.rapidresearch.com
The Red Chip Review.
Reports on 300 undervalued small growth companies.
Some free information, some fees.
www.redchip.com
Research.
Stock screening.
Some of the site is reserved for professionals.
www.researchmag.com
Reuters.
Stock quotes, market news and comments, economic calendars.
www.moneynet.com
RiskGrades.
A site that measures the volatility of stocks, funds and indexes against a benchmark of diversified stocks from around the world.
www.riskgrades.com
SEC.
Review 1994 and 1995 corporate filings.
You can get 10k's, 10Q's, proxies.
www.town.hall.org/edgar/edgar.html or http://edgar.stern.nyu.edu
Silicon Investor.
If you’re still interested in tech stocks, this is considered a premier site for news and views on individual stocks.
Free and fee.
www.siliconinvestor.com
Standard & Poor’s Equity Investor Services.
Information and statistics on the S&P 500.
www.stockinfo.standardpoor.com/
Standard & Poor’s Managed Funds Rating.
Risk and credit quality ratings on bond and money market funds.
www.ratings.standardpoor.com/funds
Standard & Poor’s Personal Wealth.
News, investing articles, information on selected companies, database screens.
www.personalwealth.com
Stockcharts.
Another charting service.
www.stockcharts.com
Stockmaster.
Resource for funds and stocks, with charts and quotes.
www.stockmaster.com
Stockpoint.
One of the better rated investment Web sites for stock and fund screening, news, data, tools.
www.stockpoint.com
Stock Smart.
Data on individual stocks and comparisons to their peers.
www.stocksmart.com
StockTools.
Stock screener planners like.
www.financialweb.com/stocktools/
The Street.
Daily commentary as the market unfolds.
E-mailed to you each morning for a fee.
www.thestreet.com
TradingDay.com.
Plug in ticker symbol and get quotes, charts, SEC filings, earnings estimates on a stock.
www.tradingday.com
WhisperNumber.com.
Behind-the-scene "whisper numbers" on projected earnings and economic numbers such as the CPI.
www.WhisperNumber.com
ZD Interactive Investor.
Reporting and commentary on tech stocks.
www.zdii.com
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DALBAR.
Reports, rankings, releases from this financial-services research firm.
www.dalbar.com
Financial Information Link Library.
Links to more than 400 Web sites providing financial information, including overseas sites.
www.mbnet.mb.ca:80/˜russell/
FirstGov.
A single site through which you can search and reach the other 20,000 government sites.
www.firstgov.gov
National Center for Financial Education.
Nonprofit organization for helping consumers handle their finances.
www.ncfe.org
National Fraud Information Center.
www.fraud.org
U.S.
Census Bureau.
Relevant demographics for your newsletter articles, speeches, seminars, etc.
www.census.gov
WidowNet.
Resources for widows and widowers, including financial information.
http://fortnet.org/widownet
Yahoo.
A Web index for searches by topic.
www.yahoo.com
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Business Week Online.
Current issue, archives, data.
www.businessweek.com
CBS MarketWatch.
Source for breaking market news and personalized market focus.
http://cbs.marketwatch.com/news/newsroom.htx
CNN Bridge News.
Information on world market news, quotes, country by country information.
www.cnnfn.com/news/knight_ridder
CNN's Financial Network.
Breaking financial news.
www.cnnfn.com
Daily Rocket.
IPO information, insider trading activity, and other financial news.
www.dailyrocket.com
Deja News.
Search engine for news groups focused on particular topics.
www.dejanews.com
The Dismal Scientist.
Economic stats, historical data, calculators, commentary, news.
www.dismal.com
Financial Analysts Journal
www.aimr.com
Financial Times.
A global perspective on personal finance and economics.
www.usa.ft.com
The Journal of Finance.
www.cob.ohio-state.edu/˜fin/journal/jof.htm
Kitco.
Source for current news, quotes and historical data and charts on gold and other precious metals.
www.kitco.com/gold
Morningstar.
Worth the visit just for the Rekenthaler Report.
www.morningstar.net
Newsletter Access.
Looking for an investment newsletter—or any other newsletter for that matter? This site lists them by category such as investments, mutual fund investments, taxes, and so on.
www.newsletteraccess.com
Pointcast Network.
Provides customized news reports as screen savers.
www.pointcast.com
PR Newswire.
Immediate news source on industries, companies and financial services, as well as press release archives.
www.prnewswire.com
Reuters.
Stock quotes, market news and comments, economic calendars.
www.moneynet.com
S&P’s Personal Wealth.
News, investing articles, information on selected companies, database screens.
www.personalwealth.com
Silicon Investor.
If you’re still interested in tech stocks, this is considered a premier site for news and views on individual stocks.
Free and fee.
www.siliconinvestor.com
Social Science Research Network.
Abstracts of current economic and financial research, and networks for professional journal writers.
Fees for full articles.
www.ssrn.com
The Street.
Daily commentary as the market unfolds.
E-mailed to you each morning for a fee.
www.thestreet.com
Tax News & Views.
The latest news from Capitol Hill from Deloitte & Touche.
www.dtonline.com/tnv/tnv.htm
TaxResources.
A compilation of tax links and news, quarterly IRS interest rates, CPI information, mixed with dated material.
www.taxresources.com
TaxWire.
Check in on the latest tax news.
www.tax.org/taxwire.taxwire.htm
USA Today Money.
News and data.
www.usatoday.com/money/mfront.htm
Wall Street Guru.
Columns and links to online pundits, brokerage analysts and newsletters.
www.wallstreetguru.com
The Wall Street Journal.
You'll need to subscribe but you can get news and info from the newspaper, its sister publications, and Dow Jones newswires.
http://update.wsj.com
Venture Economics.
Global private equity information, daily news and stats, in-depth research and analysis.
www.ventureeconmics.com
WorldlyInvestor.
Global investing portal with news, mutual funds ADRs, indexes.
www.worldlyinvestor.com
Yahoo! Finance.
Stock quotes, breaking business news, and use of the Yahoo search engine.
www.quote.yahoo.com
Zacks Investment Research.
Information and commentary on stock analysts and individual companies.
Flexible stock-price charts.
www.zacks.com
ZD Interactive Investor.
Reporting and commentary on tech stocks.
www.zdii.com
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AdvisorWorks.
Discussion forum for professional investment advisors.
Links to useful financial sites, original articles, directories of experts and consultants.
www.advisorworks.com
AICPA.
News on upcoming conferences, membership, etc.
www.aicpa.org
American Society of CLU & ChFC.
Calendar of events, news releases, life insurance illustration questionnaire.
www.agents-online.com
B/D Compliance Associates.
Customized B/D RIA registrations, compliance support, and expert witness testimony.
www.bd-compliance.com
BrokerTraining.com.
Free training and information site for financial services professionals.
www.brokertraining.com
CFP Board of Standards.
www.cfp-board.org
Fee for Service.
Planners who charge fees for insurance advice can join the Fee Insurance Alliance through this site.
Also consumer information on low-load policies.
www.fee-for-service.com
Financial Counsel.
Alerts, articles for financial professionals.
www.financialcounsel.com
Forum for Investor Advice.
Educates investors about the value of professional financial advice.
www.investoradvice.org
Foundation for Fiduciary Studies.
Founded to develop and advance practice standards for investment fiduciaries.
Visitors can take a survey on proposed fiduciary practice standards.
www.ffstudies.org
Multex.
A global company that connects buyers and sellers of financial services.
www.multex.com
National Association of Christian Financial Consultants.
www.nacfc.org
National Association of Personal Financial Advisors.
National association for fee-only advisors.
www.napfa.org
National Association of Realtors.
House hunting to contracts to closing.
www.realtor.com
National Association of Securities Dealers.
www.nasd.com
National Conference of Commissioners on Uniform State Laws.
Search for information on Uniform Acts or track bills by state or act.
www.nccusl.org
TIAA-CREF Institute.
Site for research pertinent to financial planning.
www.tiaa-crefinstitute.org
U.S.
Trust Surveys.
A section of the U.S.
Trust Web site that includes all its surveys of the affluent, which we’ve mentioned periodically in the Observer.
www.ustrust.com/ustrust/html/knowledge/
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The Affluenza Project.
Site of author of The Golden Ghetto: The Psychology of Affluence.
Information, resources, links on sudden wealth, obsession with wealth and other money/wealth related issues.
www.affluenza.com
Financial Psychology.
Money personality guru Kathleen Gurney’s site, designed primarily for financial advisors.
Articles and products.
www.financialpsychology.com
Inheritance Project.
Resource that focuses on the emotional issues surrounding inherited wealth.
Numerous publications as well as counseling and consulting services.
http://inheritance-project.com
Sudden Money Institute.
Financial planner Susan Bradley’s site for information for recipients of sudden wealth and their advisors.
Research on the sudden money experience and an advisors network.
www.suddenmoney.com
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For Sale by Owner.
Listings you won’t find at other sites.
www.owners.com
FreddieMac.
National and regional averages for mortgage rates and fees.
www.freddiemac.com
HSH Associates.
World’s leading publisher of mortgage and consumer loan information.
Mortgage rates by locale, market trends, calculators.
www.hsh.com
iOwn.
Former home loan site for HomeShark.
www.iown.com
National Association of Real Estate Investment Trust.
Information on the REIT industry and home pages of REIT companies and members.
www.nareit.com
National Association of Realtors.
House hunting to contracts to closing.
www.realtor.com
National Center for Home Equity Conversion.
A resource for comparison shopping for reverse mortgages.
www.reverse.org
National Reverse Mortgage Lenders Association.
Trade association for companies that originate, service and invest in reverse mortgages.
www.reversemortgage.org
Ratenet.
Massive collection of mortgage, CD, auto and credit card rates, yield curve graphs, etc, broken down by 175 markets.
www.rate.net
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American Savings Education Council.
Consortium of 200 public and private sector organizations raising public awareness about saving for retirement.
www.asec.org
Benefits Link.
News and articles on benefit plans, COBRA, and pension plans, and links to other sites.
www.benefitslink.com
Benefits Marketing.
Marketing advice, coaching services, resources for 401(k) plan advisors.
Lots of links to other employee benefit sites.
www.benefitsmarketing.com
Department of Labor.
Regulatory and compliance information for retirement plan sponsors.
www.dol.gov
Ed Slott.
The IRA guru.
www.irahelp.com
Employee Benefit Research Institute.
Source for employee benefit information and links to other sites.
www.ebri.org
FreeERISA.com.
Provides for free the Form 5500 (required ERISA report to Department of Labor) on over 1 million employer pension and health/welfare plans
www.freeerisa.com
IRAplanning.com.
IRA information written by a CFP professional.
www.iraplanning.com
National Center for Employee Ownership.
Information on ESOPs
www.nceo.org
National Center for Home Equity Conversion.
A resource for comparison shopping for reverse mortgages.
www.reverse.org
National Reverse Mortgage Lenders Association.
Trade association for companies that originate, service and invest in reverse mortgages.
www.reversemortgage.org
NETirement.com.
Monte Carlo tools for retirement planning.
www.netirement.com
Pension Research Institute.
Research papers on downside risk.
Also asset allocation and performance models.
Frank Sortino is the director.
www.sortino.com
Pensions & Investments.
Directories and rankings for money managers and pension funds, and special reports.
www.pionline.com
Retirement Living.
A variety of information on retirement.
Especially useful is a state-by-state guide for taxes (sales, income, etc.
).
www.retirementliving.com
Roth IRA.
Loaded with articles for professionals about Roth IRAs.
www.rothira.com
Social Security.
Run by the Cato Institute, this site provides information on Social Security and retirement.
www.socialsecurity.com
Social Security Administration.
A fast way to get the form requesting a benefits estimate for a client.
www.ssa.gov
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The Split-Up Divorce Web Site.
Information on legal, life and financial issues involving divorce.
www.split-up.com
Socially Responsible Investing
Crosswalk.com A Christian-based site for socially responsible investing that includes screening tools.
www.crosswalk.com
GreenMoney On-Line Guide.
Information for the socially responsible investor.
www.greenmoney.com
KLD & Co.
Home to the Domini 400 Social Index and Socrates, a comprehensive social research database.
www.kld.com
National Association of Christian Financial Consultants.
www.nacfc.org
Social Investment Forum.
Data on fund screens and returns.
www.socialinvest.org
SocialFunds.
Social investing, including community investing.
www.socialfunds.com
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Financial Finesse.
Site for a firm that produces seminars, a radio show and other financial materials aimed for women.
www.financialfinesse.com
msmoney.com.
Financial site geared for women: investing, college aid, credit and so on.
www.msmoney.com
SBA's Office of Women's Business Ownership.
Details the Small Business Administration's programs and services for female-owned small businesses.
www.sbaonline.sba.gov/womeninbusiness
Women’s Financial Network.
General financial information for women, discussion groups, stock tracking
www.wfn.com
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CCH Incorporated.
Source for tax information for professional advisors.
www.cch.com
Federal Tax Code.
A way to search the complete U.S.
tax code, with updates.
www.tns.lcs.mit.edu/uscode/
Federation of Tax Administrators.
For state tax authorities, but has some current tax information of use to planners.
www.taxadmin.org
Frank McNeil.
Tax preparer provides an extensive list of tax-related sites.
www.best.com/˜ftmexpat/html/taxsites.html
IRS.
Download tax forms, instructions, etc.
www.ustreas.gov/treasury/bureaus/irs/irs.html
Research Institute of America.
Weekly highlights of federal, state, and local tax law changes, as well as employee and pension benefit news.
www.riatax.com
Retirement Living.
A variety of information on retirement.
Especially useful is a state-by-state guide for taxes (sales, income, etc.).
www.retirementliving.com
Taxation of Foreign Citizens.
KPMG extensive online booklet on U.S.
taxes for foreign citizens.
www.us.kpmg.com/microsite/ies/tfc/index.htm
Tax and Accounting Sites Directory.
Links to dozens of tax and accounting sites.
www.taxsites.com
Tax Analysts.
Up-to-the minute news on tax developments on Capitol Hill and from around the world.
www.tax.org
Tax Foundation.
The nonpartisan research and public education organization that's been around since 1937.
www.taxfoundation.org
TaxLinks.
Among other links, this site provides a free searchable database for federal revenue rulings.
www.taxlinks.com
Tax News & Views.
The latest news from Capitol Hill from Deloitte & Touche.
www.dtonline.com/tnv/tnv.htm
TaxResources.
A compilation of tax links and news, quarterly IRS interest rates, CPI information, mixed with dated material.
www.taxresources.com
TaxUp.
Tax information on nations around the world.
www.taxup.com
TaxWire.
Check in on the latest tax news.
www.tax.org/taxwire.taxwire.htm
The Tax Wizard.
A site with hyperlinks to dozens of tax sites, with commentary about the links.
www.taxwizard.com
U.S.
Tax Court.
The court’s rules and fees, along with opinions since January 1, 1999.
www.ustaxcourt.gov
VideoLaw.com.
Try their law library for Tax Code information.
www.videolaw.com
