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The most complete free investment information portal
on the internet. We utilize it to stay up-to-date on current
events, to get stock quotes, and to look up mutual fund
information. |
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The forefather of Economic Value Added ("EVA")
theory. EVA or Economic Profit is at the center of our
investment valuation model, helping us determine companies
that create value as well as companies that are trading
below their fair value. |
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Provides unbiased information for plan sponsors, retirement
professionals, small businesses, and plan participants.
Anything related to 401(k) plans is discussed on this
site. We utilize it to stay current on retirement trends,
rulings, etc. |
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The most comprehensive information on 529 plans. |
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Provides timely and intelligent U.S. stock market analysis.
We use this site to first get live economic data and ,secondly,
their opinions on these results. |
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The world's premier multimedia financial education company.
Very "non-Wall Street", we like it for their
common sense approach to investing. |
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For 20 years, the National Association of Personal Financial
Advisors ("NAPFA") has been promoting the Fee-Only
approach to financial advice. As a member of NAPFA, we
leverage their expertise to help us continue to offer
an objective, fee-only service. |
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Since 1997, the International Foundation for Retirement
Education ("InFRE") has been promoting a respected
and rigorous educational certification program (designed
in conjunction with Texas Tech University) for retirement
professionals. We are currently seeking our Certified
Retirement Counselor ("CRC") designation. |
