Resources  

Past Client Continuing Educational Series Information

September 2005 - Criminal Creativity - Identity Theft

November 2005 - Tax Intelligent Positioning Strategy

August 2006 - Long Term Care Insurance

  • Presentation: Financing LTC: Policies and Politics
    The studies and information presented in the presentation were generated by Dr. Robert Friedland from the Center on an Aging Society at Georgetown University. This presentation takes a hard look at the future of our country and our economy in the face of a risinng tide of chronic healthcare needs.
  • Choosing a Long Term Care Insurance Policy: Understanding and Improving the Process
    This white paper was produced by Dr. Robert Friedland from the Center on an Aging Society at Georgetown University. The article is rather lengthy, but has an executive summary at the beginning that makes the information more accessible.
  • Why Are So Many Older Women Poor?
    Produced by the Center For Retirement Research at Boston College, this white paper explores the reasons behind the high rate of poverty in older women.


Brochures and Article Reprints


Recommended Reading

The following is a partial list of informational sources for those investors who desire a better understanding of investing, economics and behavioral finance. Of course, there are many other sources of information available to enhance one's knowledge of this very complex and difficult field. We strongly urge you to review as many sources as possible to obtain a better overall understanding of the field of investing.

  • "Asset Allocation" by Roger Gibson
  • "Contrarian Investment Strategies" by David Dreman
  • "Rational Investing in Irrational Times" by Larry Swedroe
  • "Stocks For the Long Run" by Jeremy Siegel
  • "A Random Walk Down Wall Street" by Burton Malkiel
  • "Four Pillars of Investing" by William Bernstein
  • "The Informed Investor" by Frank Armstrong
  • "Fooled By Randomness" by Nassim Taleb
  • "The Intelligent Investor" By Benjamin Graham
  • "Investment Madness" by John Nofsinger
  • "Investment Blunders by the Rich and Famous" by John Nofsinger
  • "The New Era of Wealth" by Brian Wesbury
  • "Mind Over Money" by John Schott
  • "Against the Gods" by Peter Bernstein
  • "Navigate the Noise" by William Bernstein
  • "How to Think Like Benjamin Graham and Invest Like Warren Buffett" by Lawrence Cunningham

 

Links

  • www.efficientfrontier.com - William Bernstein's website contains an interesting and eclectic mix of articles, journals and postings about academic based investing. There are no "Top 5 Stocks You Should Buy Now" listings here.
  • www.investorhome.com/psych.htm - This page is part of a much larger website, but specifically addresses "Psychology & Behavioral Finance." The article is laced with useful links to other information on the subject of how investors shoot themselves in the foot.
  • www.psychologyandmarkets.org - This is the website of The Institute of Behavioral Finance. The Institute was established to study the impact of psychology on investor decision-making.
  • www.72t.net - If you are not yet age 59.5 and may need to access your IRA before you reach that magic age, this site provides a variety of useful tools. Make sure you have a solid understanding of the way IRC Section 72(t) works before you take any action based on the information you find here. As in all complex tax situations, it is advisable to seek the advice of a competent tax advisor.
  • www.aarp.org/money/wise_consumer/scams/ - Check this AARP site for all the latest consumer scams.
  • www.americanskandia.prudential.com - For those clients who still have American Skandia accounts, click on this link to view your account.
  • www.putnam.com - For those clients who still have Putnam accounts, click on this link to view your account.

 

 
 
   
   
   
   
   

 
 

 

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