- Find information on stock brokers and investment advisers at the SEC website.
- Commonwealth of Massachusetts Securities Divison – Securities news and investor resources
- How vulnerable are you to investment fraud? Take this informational quiz at the North American Securities Administrators Association (NASAA) website.
- The National Association of Securities Dealers gives a warning on e-mail stock-tip scams.
- "Consumers are confused about differences between the various types of investment services providers, and who can blame them?" says Barbara Roper, Director of Investor Protection for the Consumer Federation of America. "This brochure is designed to cut through that confusion, by describing the types of investment services available, payment options, and differing legal obligations of each provider."
- Elizabeth Pulliam Weston explains how to determine whether your financial adviser is a fiduciary – someone committed to putting your interests first.
- The National Association of Personal Financial Advisors provides consumer articles on financial advice.
- Do investors understand the impact of mutual fund fees on their investment returns? This study, reported by Knowledge@Wharton, suggests that many don't.
- TODAY show financial editor Jean Chatzky offers advice on planning for retirement.
- The National Endowment for Financial Education offers a Late Saver's Guide for those who wished they had saved more for retirement when they were younger.
- PBS' Frontline program looks at the question, "Can you afford to retire?"
- Are you thinking about cashing out of your 401(k) plan? This NASD alert suggests that it may not be such a good idea.
- The CFA Institute warns against the 12 most common investment mistakes.
Bonds
Budgeting/Cash Flow
College Planning & Financial Aid
- The Smart Student Guide to Financial Aid
- Saving For College - 529 plans in all 50 states
- IRC section 529 Plan savings programs in all 50 states.
- College Board Online-The College Board Library
- Student and parent information. College planning news, tools and resources.
Investor Education
- Alliance for Investor Education
- InvestorWords Glossary
- American Association of Individual Investors
- Mutual Fund Investors Center
- Infoplease.com
- (article on selecting Financial Planners)
- National Association of Securities Dealers Investor Education Foundation
Financial News/Research
- Fund Police - Traffic Control For The Fund Industry
- "Being Misled by Your Mutual Fund Company, Annuity Provider or Financial Advisor? Recent studies show that despite almost daily reporting of the fund scandal, the average investor does not know much about it, and worse yet, does not seem to care."
- Morningstar Online
- Smartmoney
- The Wall Street Journal's online magazine of personal business. Information on stocks, bonds, mutual funds, the markets and more.
Government Agencies
Health
- Best Doctors
- Harvard Medical School Consumer Health Information
- Mayo Clinic Health Information
- WebMD
Insurance
- Insure.com
- The consumer insurance guide. Insurance quotes and educational information.
- Quotesmith.com
- Educational information plus instant insurance quotes from over 300 companies.
- Quickquote.com
- One of the first internet insurance quote sources, with term life and individual health insurance quotes.
- Ehealthinsurance.com
- Individual, family, and small business health insurance quotes.
- Evaluatelifeinsurance.org
- This service, provided through the Consumer Federation of America, provides analysis of cash-value life insurance policies for a fee.
- Answerfinancial.com
- Obtain quotes for auto, home, condo, or renter's insurance coverage.
- Accucoverage.com
- Is your home adequately insured against a loss? This website enables you to purchase an analysis of your home's replacement value.
Professional Organizations
- Certified Financial Planner Board of Standards
- Financial Planning Association
- National Association of Personal Financial Advisors
- NAPFA is a network of fee-only financial planners and advisors.
Regulatory Agencies
- NASD - National Association of Securities Dealers
- SEC - Security and Exchange Commission
- SEC EDGAR database
- Get the facts! Research all U.S. publicly traded companies forms 10K, 10Q and supplemental forms the U.S. government requires them to submit.
Tax Information
PLEASE NOTE: Links provided by Fisher Financial Strategies to other sites are for information only. There is no business relationship between FFS and any of the links provided. FFS makes no representations or warranties with respect to the information contained or services provided in any linked sites and takes no responsibility for supplementing, updating, or correcting any such information. When you access one of these web sites you are leaving the Fisher Financial Strategies website.
