Financial¶
Portfolio Management, independent of any specific mutual fund family.
Retirement Planning.
- New York PLTC Organization
Large, easy to find mutual fund families
- American Century Funds.
- Dreyfus Funds.
- Excelsior Funds.
- Fidelity Investments.
- Invesco Funds.
- Janus Funds.
- Charles Schwab Funds.
- Strong Capital Management Funds.
- T. Rowe Price Funds.
- Vanguard Funds.
Planning Tools and Sites
- 401Kafé. Their planning calculator.
- Bloomberg.
- FinanCenter. Their calculators.
- Securities and Exchange Commission, including their Mutual Fund Cost Calculator.
- SmartMoney, including their 401K Calculator.
- Vanguard.
Fund Search Tools
Other financial information on the net. Very handy for tracking performance of my “investments” (such as they are).
- Mutual Fund Education Alliance
- Stocksmart - mutual fund information.
| version: | 3 |
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| date: | December 19, 2013 |
