Resources

AEGON Financial Services Group
Enables access to DFA sub-accounts inside a no-load, low-cost variable annuity.

BenefitStreet
My alliance with BenefitStreet enables access to a fully bundled, Web-based, competitively priced 401(k) service for plan sponsors and their employees.

Dimensional Fund Advisors (DFA)
The passive asset class investment philosophy is translated by DFA into a pure, no-load mutual fund family, typically only available to large, institutional investors.

Fidelity Investments
Serves as a custodian and broker for client trades.

Financial Calculators

IndexFunds Inc.
All about index investing, "What Smart Money is Coming To"TM

The Internet Guide to 529 Plans Hosted by 529 Plan expert Joe Hurley, this site is a comprehensive and up-to-date information resource on 529 college savings plans and related education investment options.

Investing In Bonds
Sponsored by The Bond Market Association, this site provides pricing and a great deal of other information about the bond market.

IRS Forms and Publications

Morningstar
Need more fund info? Go right to the source.

Santa Fe Trust, Inc.
An independent trust company that provides personal trust account administration and trust account investment management.

William F. Sharpe's Home Page
Sharpe was an early pioneer (and Nobel-prize winner) in Modern Portfolio Theory. Find his latest work here.

 
 
Copyright © 2004, Michelle Miller. All Rights Reserved. The products or services described on this website are available to United States citizens and residents only and the information contained throughout this website is intended for such persons only. The material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. No information contained herein is an offer to sell. Investors should read the prospectus of a security prior to making any investments.