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.
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.
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.
The most comprehensive information on 529 plans.
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.
The world's premier multimedia financial education company. Very "non-Wall Street", we like it for their common sense approach to investing.
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.
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.

 

 

 

 

 
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