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Selecting an Independent Advisor

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• Wall Street Journal | Article regarding the merits of and movement towards receiving independent financial advice.

• New York Times | Article regarding the selection of your financial advisor.

• New York Times | Article regarding the difference between broker-dealers and registered investment advisors.

• New York Times | Article regarding broker-dealer conflict behavior.

• Investment News | Article about broker-dealer worries regarding new standards requiring they practice a standard of care in clients’ “best interests””.

• Investment News | Article about indefinite postponement requiring broker-dealers to adhere to a fiduciary standard

 

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Group Retirement Plans

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• ABC news report on cost of high fee plans.

• New York Times | Lack of knowledge about 401k fees.

 

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Data and News Sources

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• Big Charts

• Current and historical prices and charting for stocks, mutual funds and indexes.

• Bloomberg News

• Market data, financial calculators, stock quotes, and market news stories.

• CBS Marketwatch

• Market data and news stories about the stock market.

• CNNfn

• Market data and news stories about the stock market.

• Forbes

• A leading business journal.

• New York Times Business

• The popular daily business newspaper.

• Wall Street Journal

• The popular daily business newspaper.

• Yahoo Finance

• An all purpose financial website including news and portfolio tracking.

• 60 Minutes Business

• The influential television news magazine.

 

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Personal Finance

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• Money Central

• A site about financial, investment, tax and retirement planning.

• Internal Revenue Service (IRS)

• Official IRS website containing downloadable IRS forms.

• Securities and Exchange Commission (SEC)

• Official SEC website.

• Social Security Administration

• The official Social Security Administration website.

• Free Annual Credit Report

• Obtain your free annual credit report online.

• Bankrate.com

• Mortgage rates, CD rates, auto loans, credit cards and more.