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Web Resources



  • www.bloomberg.com  Best web site for general financial information. Reams of data on stocks, bonds, currencies, options, mutual funds, and many well researched investing articles.  Go here first!
  • American Association of Individual Investors (AAI) - Monthly Magazine
  • The Vanguard Group –This site has many good market resources and provides excellent online educational information on a variety of investment subjects through its online Vanguard University section
  • Investment Company Institute - Understanding Mutual Fund Breakpoints
  • www.ssa.gov  Social Security Benefits estimates and retirement planning needs.
  • www.aoa.gov Comprehensive online resource directory on benefits and programs for the aging, with links to state agencies.
  • www.opm.gov  Office of Personal Management web site provides up-to-date information on Federal Benefit Programs.  Currently has info and a premium calculator for long term care insurance coverage.
  • www.Carescout.com  Provides vacancy and quality ratings for 46,000 nursing homes and other healthcare facilities.  A very good resource site.
  • www.RetirementLiving.com The best general resource web site for retirement living information.  Contains comprehensive state tax info, many useful web site links for other seniors and families, and offers a free online newsletter for specific and general senior info.
  • www.agingwithdignity.org Allows you to download a copy of the Five Wishes Living Will.  Provides other helpful info on estate planning.
  • http://today.reuters.com/investing/defaultUS.aspx  Do-it-yourself site for stock pickers.  Excellent stock screening tools, fundamental data, market reports, and investing articles.
  • www.forbes.com   Enhanced version of Forbes stock columns also includes financial calculators, mutual fund screens, and quotes and info sheets on the securities of 9,000 companies.  Excellent site.
  • www.kiplinger.com A very good general retirement and financial information site offers practical and useful articles, calculators, and research.
  • www.smartmoney.com Many easy-to-use investing resources.  The bond information is especially useful.  It has a good mutual fund screening program and many articles written on a wide variety of investing topics.
  • www.brill.com  Features interactive investing research resources.
  • www.redchip.com  Contains research information on over 4,000 small cap stocks and in-depth research on 270 of them.  NOTE: Some companies have paid for the privilege of being listed and reviewed on this web site


 
 
 

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Check the background of this financial professional on FINRA's BrokerCheck.