All of these tools we recommend from our own experiences and believe they will help you become a better investor.
We stand by all the services we recommend them. Check them all out.
Services
Innovative Advisory Group
An independent full-service wealth management firm that is bringing innovation to the wealth management industry by combining both traditional and alternative investments. Innovative Advisory Group is unique in that they have an extensive understanding of the regulatory and financial considerations involved with self-directed IRAs and self-directed 401(k)s. They advise clients on traditional investments, such as stocks, bonds, and mutual funds, as well as advising clients on alternative investments. Most importantly, while they help you with anything that affects your life financially, their focus is to make your life better.
Morningstar
The long-term leader in mutual fund and stock research. They take the approach of value investing and can't be matched in terms of historical data.
YCharts
With over 350,000 of fundamental economic indicators and research tools that are tough to beat. An alternative to a Bloomberg Terminal without the cost.
TradeKing
Trade stocks and options at $4.95/trade. Great customer service and online education section for new options traders.
Betterment
The no-brainer way to invest without having to worry about asset allocation, and Modern Portfolio Theory. Just create your goal and Betterment will give the best recommendation of how much to save per month, and the chances of meeting your goal.
Books We Like:
The Millionaire Fastlane
Buffettology
The Intelligent Investor
Rich Dad Poor Dad
The Essays of Warren Buffett
Margin of Safety
The Four Pillars of Investing
A Random Walk Down Wall Street
Principles: Life and Work
The Little Book That Still Beats The Market
One Up On Wall Street
The Intelligent Asset Allocator
The Creature from Jekyll Island
Free To Choose
Rich as a King