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General financial information
Alliance for Investor Education
www.investoreducation.orgAmerican Association of Individual Investors (AAII)
www.aaii.com
1-800-428-2244Bankrate.Com
www.bankrate.comBloomberg L.P.
www.bloomberg.com
1-212-318-2000Business Week
www.businessweek.com
1-800-635-1200CNN Money
www.CNNmoney.comConsumer Reports
www.consumerreports.orgFinancial Passages
www.financialpassages.com.auFinancial Planning
www.financial-planning.com
1-212-803-8200Financial Web
www.finweb.comInvesting in Bonds
www.investinginbonds.comInvestorWords.Com (online glossary)
www.investorwords.comKiplinger.com
www.kiplinger.com
1-800-544-0155Morningstar
www.morningstar.comNew York Stock Exchange
www.nyse.com
1-866-873-7422Quicken
www.quicken.comSavingForCollege.Com
www.savingforcollege.com
1-800-400-9113U.S. Internal Revenue Service
www.irs.gov
1-800-829-1040U.S. Social Security Administration
www.ssa.gov
1-800-772-1213Wall Street Journal
www.wsj.com
1-800-568-7625
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Financial calculators
Bankrate.Com
www.bankrate.comIndex to dozens of financial calculators
Bloomberg L.P.
www.bloomberg.com
1-212-318-2000Index to dozens of financial calculators
CNN Money
www.CNNmoney.comIndex to dozens of financial calculatorsInvesting in Bonds
www.investinginbonds.comIndex to bond calculators
New Horizon Marketing
www.nhm1.com
Index to several financial calculatorsSavingForCollege.Com
www.savingforcollege.com
1-800-400-9113Index to college-cost calculators
Sovereign Bank
www.sovereignbank.com
1-877-768-2265Index to dozens of financial calculators
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Mutual fund companies
Fidelity Investments
www.fidelity.com
1-800-343-3548Janus
www.janus.com
1-800-525-3713T. Rowe Price Investment Services, Inc.
www.troweprice.com
1-800-638-5660Vanguard Group, Inc.
www.vanguard.com
1-877-662-7447
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Insurance companies
Select Quote Insurance Services
www.selectquote.com
1-800-343-1985
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Financial industry oversight
"Brokers Fight Rule to Favor Best Interests of Customers," by Tara Siegel Bernard, The New York Times, June 12, 2014
Certified Financial Planner Board of Standards, Inc. (CFP)
www.cfp.net
1-800-487-1497Is your financial adviser certified by the CFP Board?
File a complaint with the CFP Board.
Chartered Financial Analysts (CFA) Institute
www.cfainstitute.org
1-800-247-8132Financial Industry Regulatory Authority, Inc. (FINRA)
www.finra.org
1-301-590-6500Check the background on a broker and brokerage firm
1-800-289-9999Financial Planning Association (FPA)
www.fpanet.org
1-800-322-4237Financial Planning Standards Board, Ltd.
www.fpsb.org
1-720-917-0005National Association of Personal Financial Advisors (NAPFA)
www.napfa.org
1-800-366-2732National Futures Association (NFA)
www.nfa.futures.org
1-800-621-3570File a complaint with the NFA
Check the background of a commodity future's trader or firm
North American Securities Administrators Association, Inc. (NASAA)
www.nasaa.org
1-202-737-0900
Public Company Accounting Oversight Board (PCAOB)
www.pcaob.org
1-202-207-9100Securities Investor Protection Corporation (SIPC)
www.sipc.org
1-202-371-8300Society of Financial Service Professionals (FSP)
www.financialpro.org
1-888-243-2258
Michigan Office of Financial and Insurance Regulation
www.michigan.gov/ofir
1-877-999-6442North American Securities Administrators Association, Inc. (NASAA)
www.nasaa.org
1-202-737-0900Look up your state or provincial regulatory body
North American Securities Administrators Association, Inc. (NASAA)
www.nasaa.org
1-202-737-0900Look up your state or provincial regulatory body
U.S. Commodity Futures Trading Commission (CFTC)
www.cftc.gov
1-866-366-2382File a complaint with the CFTC
U.S. Securities and Exchange Commission
www.sec.gov
1-888-SEC-6585
Look up an investment firm's ADV (public disclosure) form
File a complaint with the SEC
International Accounting Standards Board (IASB)
www.iasb.org
+44 (0)20 7246 6410
...but fools will learn in no other,
...and some scarce in that.
—Benjamin Franklin, 1706-1790
American statesman, scientist, philospher, and writer
