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Client login links, tools, and reading list

Client login links, tools, and reading list:

  • GenFi: Bond Diversification
  • GenFi: Snapshot into Retirement
  • GenFi Tip Sheet January 2013

  • Schwab
  • TD Ameritrade
  • Morningstar

Other Tools/links:

  • www.finance.yahoo.com
  • www.bloomberg.com
  • www.barrons.com
  • www.wsjonline.com
  • www.bankrate.com
  • www.pimco.com
  • www.foxexchange.com/public/fox/resource_center

Reading List:

  • Family Wealth Keeping it in the Family: Family Members and their Advisers Preserve Human, Intellectual, and Financial Assets for Generations
    by James E. Hughes Jr
  • Silver Spoon Kids: How to Raise a Responsible Child in an Age of Affluence
    by Eileen Gallo, PH.D and Jon J. Gallo
  • A Gift to My Children: A Father�s Lessons for Life & Investing
    by Jim Rogers
  • The New Fiduciary Standard: The 27 Prudent Investment Practices for Financial Advisors, Trustees, and Plan Sponsors
    by Tim Hatton
  • Endgame: The End of the Debt Supercycle and How It Changes Everything
    by John Mauldin and Jonathan Tepper
  • Bailout Nation
    by Barry Ritholtz
  • The Big Short: Inside the Doomsday Machine
    by Michael Lewis
  • The Intelligent Investor
    by Benjamin Graham
  • Too big to fail: The inside story of how Wall Street and Washington fought to save the financial system � and themselves
    by Andrew Ross Sorkin
  • Built to Last: Successful Habits of Visionary Companies
    by James C. Collins and Jerry I. Porras

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