Safety (on the) Net
www.marginofsafety.org
CPA investment advisers can log
on for free at this Web site to catch up on
current value investment news and get advice from
financial experts such as Warren Buffet. Users
also can read fund company annual reports, SEC
filings and yearend letters to shareholders; see
comments on member-posted articles; and
participate in Web-based surveys on investment
practices.
Research and Tools for Investors
www.morningstar.com/centers/wealthmgmt.html
The Wealth Management Center at
Morningstar.com offers a free 14-day trial premium
membership, which grants access to investment and
portfolio tools including an asset allocator, bond
calculator, risk analyzer and stock and mutual
fund screens. Users can read and respond to
comments in the Personal Finance Forum and get
articles on topics such as emerging wealth,
managing wealth and how to invest windfalls.
Prepare to Invest
www.palmerstongroup.com
This e-stop offers CPAs,
investment advisers and their clients detailed
discussions of risk management and
margin-of-safety principles, in addition to links
to resources including quarterly reports, research
studies and newsletters on investing. But one of
the more interesting interactive features here
invites visitors to take a quiz that tests the
soundness of their investment strategies before
they implement them for their clients.
For the Well-Read Adviser
www.iijwm.com
New subscribers can get the
Journal of Wealth Management online for
a free 30-day trial and read up on “investment
strategies for high-net-worth, taxable
portfolios.” Article titles include “Integration
of Hedge Funds and Wealth Transfer Structures:
Where Should They Be and Why?” and “Stock
Exposures in Portfolios with Options.”
Wealth Management Resources
www.aequuswealth.com
This Web site offers investment
advisers free information including the current
status of the stock market. For a historical
perspective visitors can access past economic
outlooks dating back to 1998. Users can read
current and archived articles, and receive tips of
the month, on topics such as estate and financial
planning and investments.
Ladies, Mind Your Businesses
www.onlinewbc.gov
The Small Business
Administration’s online Women’s Business Center
offers investment advice to female entrepreneurs
and a finance section that gives information on
banking, borrowing and lending and reading
financial statements. Also, visitors can research
hot topics of, for example, e-commerce and
technology.
Human Resources Resources
www.erieri.com
CPA small firm owners and HR
executives looking for salary survey analyses and
links to compensation software sites will want to
check out the Economic Research Institute’s
e-stop. Visitors can use free tools including an
annuity calculator, portfolio investment return
analyzer and a Social Security estimator.
Retirement Alternatives
www.2young2retire.com
For CPAs past the age of
retirement who can’t be held back, Marika and
Howard Stone, authors of Too Young to Retire:
An Off-the-Road Map to the Rest of Your Life,
provide this Web stop to help retirees make
the shift from doing what they must do to
doing what they want to do. Users can subscribe to
the free newsletter Reinventing Retirement
as well as get advice at the Getting Started
section on launching a business, going back to
school and pursuing nonprofit and volunteer work.
Link to Insurance
www.directoryinsurance.com
CPAs who advise clients on
various types of insurance will want to bookmark
this Web site. The home page organizes insurance
into 30 categories, and each link breaks these
down further into more specific topics. For
example, users who click on consulting will find
links to claims, disaster, expert witnesses,
forensics, risk management services and
third-party administrators.
Mama Done Tol’ You
www.taxmama.com
This Web site bills itself as
having “tax information with a mother’s touch” and
lives up to this by addressing tax issues for
moms, such as getting a new baby his or her own
Social Security number, and providing links to Web
sites for single mothers. Users can subscribe to
the free newsletter Ask Taxmama , which
includes answers to questions from Web mother Eva
Rosenberg’s online “children.”
Free Sales Advice Via E-Mail
www.askasalespro.com
This Web stop provides free
answers to sales questions from retired
professionals who wish to share what they know
with others starting out in the business world.
Users can take advantage of free registration to
get the site’s weekly newsletter, which responds
to sales questions from registrants on topics such
as hiring sales staff, marketing products and
services, sales ethics and telemarketing
techniques. |