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.

Services

Innovative Advisor 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. 

Personal Capital

A FREE financial aggregator that allows you to see all of your investment accounts in one location. Unlike Mint.com which just focuses on budgeting, Personal Capital helps plan for retirement. Optionally, they have financial advisor service that can help you manage your portfolio.

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

Get up to six months free of their service. 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:

 

Investing

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

 

Life