close

Savant

Industry Links

There are many websites we regularly access.  These sites provide a great deal of helpful news, research, and educational resources.


Account Access

Fidelity
View your Fidelity account holdings and activity.
Schwab
View your Schwab account holdings and activity.
TD Ameritrade
View your TD Ameritrade account holdings and activity

Government Sites

Internal Revenue Service
Official IRS website that contains downloadable IRS forms.
Savings Bonds
Information on government savings bonds including online pricing.
Securities and Exchange Commission (SEC)
Site allows viewing of regulatory filings for Brokers and Advisors.
Social Security
 The official website of the U.S. Social Security Administration

Insurance Quotes

Quicken.com Insurance
 Provides online quotes for life, auto, home and health insurance

Investment & Other Research

Bankrate.com
Mortgage rates, CD rates, auto loans, credit cards and more
Bogle Financial Markets Research Center
 Various speeches and research by Vanguard founder Jack Bogle
Free Annual Credit Report
Obtain your free credit report online. 
iMoneynet.com
Current national averages for money market yields
Index Funds
Index Funds Site dedicated to index fund data and research.
Morningstar
Morningstar Mutual fund research.
MyFico.com
Obtain your latest credit report online

Investment Companies

Dimensional Fund Advisors
Academic research, company profile and DFA mutual fund data
iShares
Resource regarding iShares and Exchange Traded Funds
PIMCO funds
 Economic and market analysis, company profile and PIMCO mutual fund data
Vanguard Group
Investment education and data regarding Vanguard mutual fund offerings.

News & Data Sources

Big Charts
Current and historical prices and charting for stocks, mutual funds and indexes.
Bloomberg
Market data, financial calculators, stock quotes, and market news stories
CBS Marketwatch
Market data and news stories about the stock market.
CNNfn
 Market data and news stories about the stock market
Forbes
One of our favorite business magazines
Money Central
A site about financial, investment, tax and retirement planning.
Wall Street Journal
The popular daily business newspaper
Yahoo Finance
 An all purpose financial website including news and portfolio tracking

Centre For Fiduciary Excellence
`