Investment Theory

FAMA-FRENCH FORUM

Eugene Fama of the University of Chicago and Kenneth French of Dartmouth are the leading researchers into asset class investing.

JEREMY J. SIEGEL

Jeremy Siegel ofThe Wharton School wrote “Stocks for the
Long Run· and makes a convincing case for long term investment strategies.

ROBERT J. SHILLER

Yale’s Robert J. Shiller coined the term irrational exuberance.

Mutual Fund Companies

DIMENSIONAL FUND ADVISORS

DFA operates the industry’s leading institutional asset-class mutual funds and provides a wealth of information on scientific investing.

TWEEDY, BROWNE CO.

Tweedy, Browne’s Global Value Fund is a unique deep value fund in the Ben Graham/Warren Buffett mold. Make sure to read their entertaining semi-annual letters to clients.

VANGUARD

Vanguard was the first to bring low-cost indexed investing to regular investors.

Retirement

ELDERWEB

An excellent source of information on eldercare and retirement.

RETIREMENT LIVING

Housing, aging in place, medical care, communities, and lots of other information for retirees.

SOCIAL SECURITY ADMINISTRATION

Go to the source for extensive information on Social Security
and Medicare.

College Financing

COLLEGE BOARD ONLINE-
THE COLLEGE BOARD LIBRARY

The College Board administers the SATs. Learn about the college selection and financing process here.

SAVING FOR COLLEGE

This organization offers excellent guidance on 529 savings plans.

NY 529 SAVINGS

NY State’s official 529 page.

FINANCIAL AID COST CALCULATOR

An easy to use financial aid calculator for parents and students.

STUDENT FINANCE GUIDE

A great guide for students and parents on all aspects of college financing.

COLLEGE SCHOLARSHIPS

An excellent resource for available college scholarships nationwide.

Banking and Lending

CREDIT REPORT

This is the legitimate site where you can obtain your free annual credit report.

MORTGAGE & CREDIT INFORMATION

If you want to compare rates on savings accounts and loans, this is the source.

NERDWALLET.COM

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