Important Links to Help You Get There

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • American Funds - America's third largest mutual fund family, with a wide spectrum of funds known for steady long term results, and low operating costs relative to its competitors.
  • Fidelity Retirement Plans (participants only) - This is the Fidelity website for people who have a 401(k), 403(b), or 457(b) account through their employer, and held by Fidelity.
  • ARES Industrial REIT - A non-traded REIT with a focus on strategically located distribution facilities, providing warehouse and light assembly space in growing population hubs. There are special provisions in tax law that provide for distribution of 95% of REIT profits, with the trade-off of longer liquidity requirements. Ask for more information.
  • T.Rowe Price Mutual Funds - A very popular family of retail mutual funds, with coverage in nearly all investment styles and locations. Also a major provider in the 529 plan market.
  • Fidelity Advisor Funds - a very large provider of over 40 mutual funds covering everything from sector funds to index funds, and from government and municipal bond funds to target date retirement funds.
  • U.S. Debt Clock - A fascinating, real time depiction of the astounding levels of debt of state and federal governments, and of the American public as well. Federal debt is broken down to what component of government operations draws down tax and debt dollars minute by minute.
  • WisdomTree Fundamental ETFs - A large ETF provider with a unique methodology for weighting investments than the traditional market-cap weighting, and with significantly different results. 
  • Vanguard Funds Long the leader in ultra low cost index funds, Vanguard has moved into ETF's and other innovations to deliver performance at lower cost than many index funds. Available under a managed portfolio through Cambridge.