Dimensional Fund Advisors (DFA) -- dfaus.com
DFA implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.
Click here to view an April 2009 DFA presentation series, “What Should Investors Do Now?”
BAM Advisor Services (BAM) -- bamadvisorservices.com
BAM Advisor Services assists independent Registered Investment Advisor firms who share a common approach to the highest standard of client service in starting, building and managing their organizations. Click here to listen to BAM Director of Research Larry Swedroe discuss economic conditions as of March 2009, and timeless lessons for the future. (Note: audio file may take a bit of time to launch.)
Fidelity Investments -- fidelity.com
Fidelity Investments is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.
College Saving -- savingforcollege.com
An Internet Guide to 529 Plans. Hosted by respected expert Joe Hurley, this site is a comprehensive and up-to-date information resource on 529 college savings plans and related education investment options.
Bond Investing -- investinginbonds.com
Sponsored by The Bond Market Association, this site provides pricing and other information about the bond market.
Internal Revenue Service (IRS) Forms and Publications -- irs.gov
By clicking on any of the links above, you acknowledge that the links provided are solely for your convenience, and do not necessarily imply any affiliations, sponsorships or endorsements. We make no representations whatsoever regarding such third party Web sites. You should review the privacy policies of other Web sites carefully before providing any information to such sites. We are not responsible for the content or availability of third party Web sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through such third party Web sites. |
