FAQs

Frequently Asked Questions

Forms

Practical Portfolios Brochure  Our current Brochure and Disclosure Statements

Portfolios Brochure Supplement  Additional Disclosure Statements

Privacy Policy Notice   How we handle your confidential information

Links

Bank Rates  Deposit and lending rates from bankrate.com

BrokerCheck Check the background of your broker at the FINRA Investors website for the general public

CFP® Search  Verify your planner's credentials at the Certified Financial Board of Standards, Inc. website

Financial Industry Regulatory Authority (FINRA)  The industry regulator provides a website for the investing public with lots of helpful tools and background information

Inflation  CPI and other Inflation statistics from inflationdata.com

Investment Adviser Public Disclosure  Verify you advisor's registration and credentials at this Securities and Exchange Commission public website

Investment Advisers:  What You Need to Know Before Choosing One  Q & A from the  Securities and Exchange Commission regarding important factors to be considered before signing on the dotted line.

Life Expectancy  Statistics from the Social Security Administration, 2004

Visualizing Economics  Visualizing Economics is run by Catherine Mulbrandon. Here you will find information about the US and World economy presented through graphs, charts and maps.

Tools

Low Fees Make a Big Difference  Measure the positive impact of low investment fees, and the drag caused by high fees, using this handy tool. (requires Java™)

Toolkit  The CCH Financial Planning Toolkit™ is billed as total know-how for your financial future. This plethora of calculators, templates, wizards, and reference materials is impressive. However, like a room full of  table saws and other industrial grade machine tools, the skill of the operator will determine whether artistry or disaster  results from their use. Proceed with caution or, better yet, call us and proceed with someone who knows how to use these tools.

Toolkit For Business Owners   Like it's sibling the Financial Planning Toolkit™
with content tuned for small business owners.  Please call us, and perhaps your attorney and CPA as well, before taking action on any concepts shown here.