Financial Links
The following are links to websites or webpages that you might find informative and helpful. Though we can not promise we will always agree with 100% of everything on each of these sites, we do believe these are unbiased sources of information. Feel free to ask us our opinion regarding anything you might read regarding financial matters.
Dimensional Fund Advisors
The site offers a detailed overview of the firm, including its views on capital markets and its distinctive approach to portfolio management. Dimensional’s strategies are described in terms of their specific characteristics and benefits to clients. A separate library section of financial articles explores capital markets in greater depth, helping to build the foundation for a thoughtful and comprehensive approach to investing.
AARP Advisor Questionnaire
The American Association of Retired Persons has developed a questionnaire that ordinary investors can give to brokers, advisers or others in the investment business to help investors evaluate whether they can entrust their money to the person who fills it out.
The Certified Financial Planner Board — 10 Questions to Ask When Choosing a Financial Planner
The Certified Financial Planners board has developed questionnaire to assist individuals interview and evaluate Financial Planners.
The Financial Industry Regulatory Authority, which is the largest non’governmental regulator for securities firms. Created in July 2007 through the consolidation of NASD (National Association of Securities Dealers) and the member regulation, enfrocement and arbitration functions of the New York Stock Exchange, FINRA is dedicated to the investor protection and market integrity through effective and efficient regulation and complementary compliance and technology-based services.
The SEC’s Office of Investor Education and Assistance provides a variety of services to address the problems and questions you may face as an investor. They do not tell you what investments to make, but they can tell you how to invest wisely and avoid fraud.
Crown Financial Ministries
Crown’s mission is to equip people worldwide to learn, apply, and teach God’s financial principles so they may know Christ more intimately, be free to serve Him, and help fund the Great Commission. We, Eddleman & Eddleman, LLC, are not prejudiced against other faiths and respect your independent beliefs. However, we are not at all ashamed of our own beliefs and have found the principles taught in the bible to be perfectly in line with sound secular financial teaching.
Board of Governors of the Federal Reserve System
The Board of Governors of the Federal Reserve System direct the U.S. economic policy, influencing to greater and lesser degrees the economics of the world today. This site also includes a consumer help section and a financial education section.
University of Chicago
Considered by many the top school of business for finance and economics in the world, this link takes you to thought-provoking roundtables and distinguished speaker presentations hosted by the esteemed University of Chicago Graduate School of Business.
NAPFA
The National Association of Personal Financial Advisors maintains the most rigorous overall requirements for membership of any voluntary financial services professional organization. The organization prides itself on improving the principles of industry service and providing public education about the financial industry.