This page contains links to various resources relevant to investing, hedging, financial planning, socially responsible investing, philanthropies, and other cool stuff.
Socially Responsible Investing – SRI
SRI Research – Competitive Returns Data
Corporate Social Responsibility - CSR
General Investing
* Investopedia (www.investopedia.com) is an excellent resource for explaining most financial terms
* Online Financial Tools, interst rate comparisons and calculators (www.bankrate.com)
* Federal Deposit Insurance Corporation (www.fdic.gov)
* Securities Investor Protection Corporation (www.sipc.org)
Passive Index Investing
* Vanguard - www.personal.vanguard.com/us/insights/investingtruths
* Dimensional Funds - www.dfaus.com/philosophy/markets-work.html
* The Basics of Asset Class Investing presentation on SlideShare – www.slideshare.net/abellak/Asset-Class-Investing-Part-1-Basic-Stakeholders-Capital?from=fblanding
Retirement Accounts
* personal or business (http://www.irs.gov/retirement/article/0,,id=178044,00.html)
College Investing and Financial Aid
*529 college savings plans (www.savingforcollege.com)
*FinAid (http://www.finaid.org/)
Hedging/Options
* The Options Industry Council (www.888options.com), an industry association with good education section
* The Chicago Board of Options Exchange (www.cboe.com), a leading option exchange with good education area
* Gargoyle Strategic Advisors (www.gargoylestrategic.com), a leader in hedging institutional investors
Personal Finances
* Mint.com – free, online personal accounting owned by Intuit, makers of Quicken (www.mint.com)
* FinanceWorks – free, online personal accounting software only available through your bank if they participate (owned by Quicken) – www.financeworks.com
Philanthropy/Non-Profit
* The Trusteeship Institute (www.trusteeship.org)
* The Aspen Institute – The Aspen Institute mission is twofold: to foster values-based leadership, encouraging individuals to reflect on the ideals and ideas that define a good society, and to provide a neutral and balanced venue for discussing and acting on critical issues. (www.aspeninstitute.org)
* Amherst Survival Center (www.people.umass.edu/support/asc/)
* Family Outreach of Amherst a division of the Center for Human Development (www.famoutreach.org)
Custodians (where accounts are held)
* Shareholders Service Group (SSG) – www.ssginstitutional.com
* Pershing division of BNY Mellon – www.pershing.com
