Waterstone Retirement Planning
 
 
 
 
 
 

Resources & Links

There is a wealth of financial information on the Internet if you know where to look. Some of our favorites are:

www.401khelp.com – This is a wonderful site for information on all types of retirement plan design, regulation, fiduciary responsibility, and much more.

www.morningstar.com – The fund-rating service Morningstar is a great place to start your research on investments – stocks, mutual funds, closed-end funds and annuities.

www.kiplinger.com – The Kiplinger site is particularly rich with information on financial-planning topics related to its newsletters, such as Tax Letter, Retirement Report and Agriculture Letter. It contains a number of financial calculators and other helpful tools.

www.smartmoney.com – This is a useful site with lots of good information and tools. It offers breaking financial news and analysis and commentary on trend-setting stocks and tax matters as well as articles on mutual funds and personal finance.

www.savingforcollege.com – This is a wonderful site for information on 529 plans and other options for paying for college. Great resource for books, articles and general overview on all 529 plans.

www.sec.gov – At this site, you’ll be able to look up a variety of reports and filings from companies. For stocks, you can access 10K (annual) and 10Q (quarterly) reports.

www.investinginbonds.com – Sponsored by The Bond Market Association, this site covers Treasuries and municipal, corporate and mortgage-backed securities. There are investors’ guides, a bond glossary and seven simple steps to learn about investing in bonds.

www.businessweek.com – This extremely comprehensive site has S&P investment outlooks (picks and pans), and a free S&P stock report every day. The site has market outlooks and economic analysis.

www.bloomberg.com – This provides a quick stop to get world, financial and earnings news as well as new archives, stocks on the move and the IPO center.

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