Recommended Tools


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.


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.


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.


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.


Trade stocks and options at $4.95/trade. Great customer service and online education section for new options traders.


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


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


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