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Investment Companies

American Funds
www.americanfunds.com
Hartford Mutual Funds
www.hartfordinvestor.com
 
Calvert Investments
www.calvertgroup.com
ING
www.INGannuities.com
 
Curian Capital
www.curian.com

Investors Capital Corp.
www.investorscapital.com

 

 

EverBank
www.EverBankpro.com

Investors Capital Advisory Services

www.icadvisory.com

   

Fidelity Advisor Funds
www.advisor.fidelity.com

Oppenheimer Funds
www.oppenheimerfunds.com
   

Franklin Templeton
www.franklin-templeton.com

Putnam Investments
www.putnam.com
   

 

Other Helpful Links and Web Sites

Boston Dirt Dogs
Institute for Divorce Financial Analysts
www.institutedfa.com
   
CBS Marketwatch
www.cbs.marketwatch.com
LinkedIn
 
Client Account Access (Pershing)
Morningstar
www.morningstar.com
   
Client Portfolio Reporting
Retirement Calculator
www.banksite.com/calc/retire
   
CNN/Money
www.money.cnn.com
New York Stock Exchange
www.nyse.com
 
College Search
Road to College
www.roadtocollege.com
   
Concord Chamber of Commerce
Saving for College
www.savingforcollege.com
   
Concord Journal Online
Wall Street Journal
www.wsj.com
   
Equifax
www.equifax.com
NASDAQ
www.nasdaq.com
   
Financial Calculators
www.banksite.com/index1.html
 
   

 

Archives

Current Issue of Capital Concepts

Capital Concepts Newsletter: May 2008

For Investors, It's Not Easy Being Green, The Concord Journal, 4/17/08

Capital Concepts Newsletter: March 2008

Capital Concepts Newsletter: January 2008

 

Capital Concepts Newsletter: February 2007

Bringing Wall Street to Main Street, The Concord Journal, 1/4/07

 

Capital Concepts Newsletter: December 2006

Capital Concepts Newsletter: October 2006

Capital Concepts Newsletter: June 2006

Capital Concepts Newsletter: March 2006

Capital Concepts Newsletter: January 2006

 

Capital Concepts Newsletter: October 2005

Capital Concepts Newsletter: August 2005

Capital Concepts Newsletter: May 2005

Capital Concepts Newsletter: April 2005

Capital Concepts Newsletter: January 2005

 

Do I Need a Declaration of Homestead?

By Randall S. Barron, Attorney At Law

Estate Tax Update: Repeal, Sunset & Uncertainty

By Perry Ganz, Attorney At Law

Reverse Mortgages

By Kim Takvorian, Gateway Funding

Common Estate Tax Misconceptions

By David J. Burbridge, Attorney At Law

Divorce- Avoid the Adversarial Process

By Anastasia Psaltopoulos, Attorney At Law

Preparing Your Home For Sale

By Tom Matthews, Prudential Prime Properties

Don't Let What Happened to Terri Schiavo Happen To You

By Richard L. Burpee, Attorney At Law

Proper Mortgage Planning Helps Build Wealth

By Joe Biggins, Countrywide Home Loans

College Financing Revisited

By Chuck Hughes, Road to College

Everything You've Always Wanted to Know About Long Term Care Insurance...

By Tobe Gerard, Insuring Your Golden Years

 

Surviving a Bear (Market) Attack

 

Top 10 Roadblocks to a Successful Retirement

 

Managing Your Inheritance

 

What in the World is a 1031 Exchange?

 

What in the World is a Certified Divorce Financial Analyst?

 

Self-Employed 401(k) Plans

 

What in the World is Socially Responsible Investing?

 

5 Easy Ways to Improve Your Finances

 

What Should I Do With My Old 401(k)?

 

Top 5 College Savings Ideas

 

Teaching Kids About Money

 

2008 Retirement Plan Contribution Limits

 

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