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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.
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.
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.
