Resources

Forms

Risk Tolerance Questionnaire

ADV Form Part 2

Financial Advisor Interview Questionnaire_PDF Form

Fiduciary Oath

Confidential Questionnaire

 

Websites

The following websites provide information related to financial planning and investing.

 

News and Information

Bloomberg Financial News

www.bloomberg.com

 

Garret Planning Network

www.garrettplanningnetwork.com

 

Vanguard Nest Egg Calculator

www.vanguard.com/nesteggcalculator

 

Yahoo Finance

www.finance.yahoo.com

 

Mutual Fund Investors Center

www.mfea.com

 

Kiplinger Personal Finance

www.kiplinger.com

 

Savingforcollege.com

www.savingforcollege.com

 

Associations and Governmental Agencies

American Association of Individual Investors

www.aaii.org

 

Independent Insurance Agents and Brokers of America

www.independentagent.com

 

Internal Revenue Service

www.irs.gov

 

Social Security Administration

www.ssa.gov

 

Books and Periodicals

All About Asset Allocation, Richard Ferri

 

Asset Dedication, Huxley and Burns

 

Enough, John Bogle

 

How a Second Grader Beats Wall Street, Allan Roth

 

The Behavior Gap, Carl Richards

 

The Investment Answer, Goldie and Murray

 

The Millionaire Next Door, Thomas Stanley and William Danko

 

Thinking Fast and Slow, Daniel Kahneman