Money Website Links

Financial planners can list their practices in the financial planner directory

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http://www.aaii.com Investor education from the American Association of Individual Investors.

http://www.aarp.org American Association for Retired Persons.

http://www.adrbny.com Bank of NY's ADR site.

http://www.advisorsinphilanthropy.org International Association of Advisors in Philanthropy, Inc. (888) 597-6575

http://www.aicpa.org/pfp American Institute of CPAs: Personal financial planning section. 877-777-7077

http://www.americandemographics.com Just what it says.

http://www.amex.com The American Stock Exchange.

http://www.asec.org American Savings Education Council using financial advisor software.

http://www.assetallocation.org Site dedicated to the art and science of asset allocation.

http://www.assetbook.com/ Techfi's cofounder, Rob Major, recently started on online portfolio management software service that specializes in independent advisors. We are currently working with them to get data to import into our financial plan and investment software modules (it's going to be a while). Here's their marketing blurb:

http://www.barra.com Risk analysis, investor software, and funding liabilities using asset allocation.

http://www.benefitnews.com Information for HR and Benefit Directors and other Employee Benefit Plan Sponsors and Advisers.

http://www.bloomberg.com Investment software and portal. http://www.bloomberg.com/markets/index.html?topnav=front Bloomberg (for market quotes and stock lookup).

http://www.bls.gov/oco/ocos259.htm US BLS site's occupation pages. Download a PDF file from the US Bureau of Labor Statistics about being a financial planner. The main site: http://www.bls.gov/ U.S. Bureau of Labor Statistics has Inflation calcs and the usual government stats.

http://www.census.gov/ U.S. Department of Commerce's Census Bureau. Demographic data.

http://www.cfainstitute.org CFA Institute (Chartered Financial Analysts, formerly called the Association for Investment Management & Research, or AIMR). 800-247-8132

http://www.cfp-board.org/ Association of Certified Financial Planners (CFP Board).

http://www.cityrating.com/costofliving.asp Cost of retirement living in various places.

http://www.consumer.gov/idtheft/ Government site about identify theft.

http://www.countrydata.com Economic data on most countries.

http://www.ebri.org Employee Benefit Research Institute - employee benefit information mainly for Human Resources people.

http://www.econ.yale.edu/~shiller/data/ie_data.htm A neat summary of stock market history. S&P500 returns since 1871, with dividends, returns, P/E, CPI, and long bond interest rates.

http://www.economy.com Economics discussions, analysis, consulting, data, and forecasts.

http://www.ejobs.com.au/fp1.html Financial planning test battery - see if you have what it takes to make it in the financial planning business (better info is here).

http://www.employeefiduciary.com A place to roll over your retirement plans (IRA, 401k, 403b, etc.) to get access to most all mutual funds, index funds, ETFs, etc. Works great with the asset allocation models because of the low fees and self-directed control.

http://www.epinet.org Economic Policy Institute. Discussions of current economic issues.

http://www.federalreserve.gov The U.S. Federal Reserve System.

http://www.feeadvisorsnetwork.com Fee Advisors Network: Promotes proprietary fiduciary processes for life insurance and annuity analysis and planning to the fee-advisor and RIA financial planning practice. Expands working knowledge of the fee-only advisor no-load insurance policies to the RIA community. (888) 854-0931

http://www.financial-planning.com Financial Planning Magazine (Thomson Financial Network).

http://www.financialpro.org Society of Financial Service Professionals (800) 927-2427  Facilitates the success of professionals engaged in the financial services community.

http://www.firstcall.com Company earnings specialists.

http://www.fpanet.org Financial Planning Association. (800) 322-4237 Helps increase consumer awareness of financial planning.

http://www.fponline.com Financial Planning Magazine (Thomson Financial Network).

http://www.freeedgar.com Free Edgar: For the latest SEC filings.

http://www.financialservices.org Financial Services Institute, Inc. (888) 373-1840

http://www.funerals.org Non-profit consumer orientated site about arranging funerals.

http://www.iarfc.prg International Association of Registered Financial Consultants  Ed Morrow's professional organization. (800) 532-9060

http://www.institutedfa.com Institute for Divorce Financial Analysts (800) 875-1760  Prove financial professionals with the tools to help them market themselves effectively to divorcing individuals, matrimonial lawyers, and their existing clients.

http://www.ici.com Investment Company Institute.

http://www.investors.com Investor's Business Daily Newspaper.

http://www.irs.gov/ The U.S. IRS. Download tax forms.