Dimensional Fund Advisors
DFA funds site provides educational
information about their philosophy
and mutual funds
DFA funds site provides educational
information about their philosophy
and mutual funds
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| Copyright © 2009 Honu Wealth Management |
CFP Board of Standards, Inc.
The CFP© Board of Standards is the
governing body for CFP©
practitioners and has some good
educational pieces for the public
The CFP© Board of Standards is the
governing body for CFP©
practitioners and has some good
educational pieces for the public
CCH Financial Planning Toolkit
This web site has tons of information
and calculators for financial
planning. Check it out!
This web site has tons of information
and calculators for financial
planning. Check it out!
Vanguard Mutual Funds
Browse Vanguard’s education and
information on their mutual funds
Browse Vanguard’s education and
information on their mutual funds
SEC Investor Info
The SEC site includes some basic
calculators and a section to check up
on your broker or advisor.
The SEC site includes some basic
calculators and a section to check up
on your broker or advisor.
The Committee for the
Fiduciary Standard
The Committee seeks to ensure that
any legislation and agency rule making
meets the requirements of the
authentic fiduciary standard.
Fiduciary Standard
The Committee seeks to ensure that
any legislation and agency rule making
meets the requirements of the
authentic fiduciary standard.
Roth IRA Conversions in 2010:
A Special Opportunity
Starting in 2010 everyone,
regardless of income level, will be
allowed to convert traditional IRAs
or Roth IRAs. See if this may be
right for you!
A Special Opportunity
Starting in 2010 everyone,
regardless of income level, will be
allowed to convert traditional IRAs
or Roth IRAs. See if this may be
right for you!
The Consumer Federation of America
has a nice paper on The Need for a
Fiduciary Duty Standard for All
Financial Advisers. They also have a link
to the Coalition for Investor Education's
brochure Cutting through the
Confusion about the various types of
investment service providers.
has a nice paper on The Need for a
Fiduciary Duty Standard for All
Financial Advisers. They also have a link
to the Coalition for Investor Education's
brochure Cutting through the
Confusion about the various types of
investment service providers.