Knowledge Center
Client Resources
- Moving Average Crossover
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Newsletters
Planning Calculators
Market Commentary
- Economic Insights
- Investment Strategy by Chief Investment Strategist Jeff Saut
- Weekly Technical Commentary by Chief Market Technician Art Huprich
- Weekly Commentary by Dr. Scott Brown
- Bond Market Commentary
- Energy Stat of the Week by J. Marshall Adkins
- Professionally Speaking
- Economic Outlook
- Investment Strategy Quarterly
Links of Interest
Investment/Financial Planning
- Outstanding Investor Digest - Articles of interest to value investors.
- Aging Network Services - Resources for adult children dealing with aging parents.
Government
- Social Security website
- IRS - Frequenty asked tax-related questions.
Mutual Funds
Note: - This is a partial list of fund managers we use selected for the quality of the information on their websites.
- americanfunds.com
- arielfunds.com
- baronfunds.com
- calvert.com
- cdcnvestfunds.com
- davisfunds.com
- dodgeandcox.com
- franklintempleton.com
- janus.com
- jhfunds.com
- longleafpartners.com
- lordabbett.com
- matthewsfunds.com
- oppenheimerfunds.com
- parnassus.com
- paxworld.com
- pbhgfunds.com
- roycefunds.com
- seligman.com
- thirdavenuefunds.com
- thornburginvestments.com
- touchstoneinvestments.com
LGBT Financial Planning Resources
Women Investor Resources
Divorce
- 7 Key Questions You Need to Ask Before Your Divorce is Finalized
- Divorce, a Time for Caution
- Social Security: What Every Woman Needs to Know
- Pensions and Divorce
- Spousal Protection in Pension and Other Retirement Plans
- Making the Most of a Divorce Settlement
Retirement
- Social Security: What Every Woman Needs to Know
- WISER Pension Checklist
- Managing the Risks of Retirement
- Unique Challenges Faced by Women in Preparing for and Managing Their Retirement Years
Savings and Investments
Relationships and Money
Losing a Spouse
- Social Security: What Every Woman Needs to Know
- Rights of Surviving Spouses
- Sudden Responsibility
- Widow's Checklist
- Widowhood: Why Women Need To Talk About This Issue
Other Resources
- Speaker's Bureau
- A Woman's Guide to LTC
- Managing the Risks of Retirement
- Women & Investing (from Oppenheimer Funds)
- WISER - The Women's Institute for a Secure Retirement - Valuable resources about finances for women.
- The Growing Financial Power of Women
- Gender Can Make a Difference in Attitudes about Investing
Sudden Money™ Resources
Socially Responsible Investing Resources
News Services
Organizations Promoting Socially Responsible Businesses
Socially Responsible Investing


