Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • E-Document Suite -Brokerage Statements (Video) - How your paperless brokerage account statement work (Video) Paperless Statements: - Video Introduction - Getting Started - Enrollment
  • American Benefits Association - The American Benefits Association is a National Membership organization comprised of individuals, groups and businesses who have taken advantage of association based membership buying power. ABA members and their families enjoy unique and useful benefits, products or services provided via Association membership at affordable costs. At ABA we are changing the way our members purchase, save and secure quality group based services at discounted prices.
  • Securities Investor Protection Corp. - The Securities Investor Protection Corporation (SIPC) protects customers if their brokerage firm fails. If it happens, SIPC protects the securities and cash in your brokerage account up to $500,000. The $500,000 protection includes up to $250,000 protection for cash in your account to buy securities.
  • National Association of Securities Dealers - Access a vast resource of tools and market data: ~ Quotes & Research ~ Market Activity ~ News ~ Investing ~ Personal Finance ~ More Nasdaq.com is the official website of The Nasdaq Stock Market, the largest US electronic stock market. With approximately 3,200 companies, it lists more companies and, on average, trades more shares per day than any other U.S. market. It is home to companies that are leaders across all areas of business, including technology, retail, communications, financial services, transportation, media and biotechnology. NASDAQ is the primary market for trading NASDAQ-listed stocks.
  • IRS - Tax Questions (Videos) - Learn about tax topics through video and audio presentations. For the following audience(s): ~ Individuals ~ Businesses ~ Tax Professionals ~ Governments ~ Non-Profits Contains Videos on a variety of detailed topics including Archived versions of: - Live panel discussions - Archived webinars - Video clips - Audio archives of national phone forums
  • Internal Revenue Service - The IRS can be an excellent source of information on tax code questions, forms, filing status etc.. Helpful numbers to remember are: Individual Questions: 800-829-1040 Business Questions: 800-829-4933 Employer Sponsored Retirement Plans: 877-829-5500
  • Municipal Securities Rulemaking Board (Video) - The MSRB plays a unique role in the financial market that allocates money from investors to state and local governments to build roads, schools, bridges, hospitals and other public purpose facilities. The MSRB received a 2013 Award of Excellence from the Society for New Communications Research for this educational video.
  • Municipal Securities Rulemaking Board- EMMA (Videos) - Learn About EMMA The Electronic Municipal Market Access (EMMA)® website is the official source for municipal disclosures and market data. Watch the videos below to learn more about using the EMMA website. The MSRB received a 2013 Award of Excellence from the Society for New Communications Research for the EMMA 101 video.
  • AdviceWorks - Access all your financial accounts- one place, one login!
  • Chicago Board Options Exchange - Options
  • Closed End Funds - Resource for closed end fund facts
  • Financial Industry Regulatory Authority - FINRA is dedicated to investor protection and market integrity through effective and efficient regulation of the securities industry. FINRA is not part of the government. We’re an independent, not-for-profit organization authorized by Congress to protect America’s investors by making sure the securities industry operates fairly and honestly. This link includes smart investing tips and access to market data.
  • New York Stock Exchange - The big board (NYSE), The NY Curb Exchange and Euronext have combined into the largest exchange in the world. Find out more here.
  • The CME Group - The Comex, New York Mercantile, Futures and Options Exchanges
  • U.S. Securities & Exchange Commission - The mission of the U.S. Securities and Exchange Commission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.