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Helpful Links
 The following are links to websites that we think may be of interest to the individual investor. Select a topic below:


 Personal Finance
 Market & Economics Commentary
 529 College Savings Plans
 Retirement
 Charitable Giving
 Books We Like


Personal Finance:

Morningstar is still the best investor source for independent mutual fund research even if its "star" rating system has its limits.

Jonathan Clements' personal finance column (subscribers only - but well worth the price of an online subscription to the WSJ)

Jason Zweig is a regular columnist at Money Magazine. His own site on common sense for investors is one of our favorites.

IHateFinancialPlanning is a do-it-yourself financial planning site.

Credit Reports. Everyone should check their credit files at least once a year. Do it here for free.



Martin's View Client Quotables Our Quarterly Letter

A running commentary on matters of interest to individual investors.

"Money is a terrible master but an excellent servant." - PT Barnum

Read our latest quarterly client letter online, or have it e-mailed to you.

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