Investment Resources
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP applies academic research to the practical world of investing. Our objective is to help clients structure globally diversified portfolios and to add value through engineering and trading.
Vanguard
The world’s largest pure no-load mutual fund company.
Berkshire Hathaway
Official website of the company run by Warren Buffett.
The Bogle Financial Markets Research Center
Vanguard founder John C. Bogle’s ongoing work on behalf of investors
Fidelity
One of the most trusted financial service providers
Advisor Information
Certified Financial Planner Board of Standards, Inc.
Mission Statement Certified Financial Planner Board of Standards Inc., a professional regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning.
Investment Advisor Disclosure Site
Look up information about an investment/financial planner.
National Association of Personal Financial Advisors
NAPFA–the National Association of Personal Financial Advisors–is the largest professional association of Fee-Only comprehensive financial planners in the United States. Our 1029 members and affiliates nationwide provide consumers and institutions with objective financial advice on a Fee-Only basis.
Financial Planning
Internal Revenue Service
The Official Website of the U.S. Internal Revenue Service, with access to forms and information
Retirement Planning
Social Security Administration
The official website of Social Security, and access to your Social Security Benefits Statement
Medicare
The official website of Medicare, enrollment and coverage details
North Carolina’s Medicare Information Program
The N.C. State Health Insurance Information Program with toll-free access to Medicare enrollment assistance
Buncombe County Council on Aging
Local council on aging, information on programs and volunteer opportunities
Newspapers
Asheville Citizen Times
Daily newspaper of Asheville, NC.
The Wall Street Journal
The standard for US and World Financial News
The New York Times
Benchmark daily of New York City
The Washington Post
Daily from the nation’s capital
USA Today
America’s Monday-Friday homogenized news- good business reporting
Woodstone In The Press
Boomers Redefining Retirement
Asheville Citizen-Times
Strategies to Maximize Your 401(k) Balance
U.S. News
How Does Your 401(k) Stack Up
Asheville Citizen-Times