WEB TOOLS TO ASSIST
Goals & Values Discernment Tool
Find out what’s most important to you.
Living To 100 Calculator
Longevity is a key risk factor to consider.
Client Login for Altruist
Access your investment accounts.
Share Your Files Securely
Provides access to the Fiscalis’ client portal.
FINANCIAL PLANNING & RELATED INSIGHT
Financial Planner Qualifications Guide
A tool for comparing financial planner qualifications.
Guide to Financial Self Defense
A CFP Board booklet about how to spot a fraud.
Fee-Only: What's the Difference?
An article from Forbes on Fee-Only financial planners.
The Value of Financial Planning
A study on the value of financial planning.
ON INVESTING
Living In Fear of Market Downturn?
DFA Co-Founder, David Booth explains why we should change the way we think about investing.
The Random Walks of Stock Prices
Prof. Eugene Fama (Nobel 2013), on the nature of stock price changes, charting, and analysis.
A Banker's Last Instructions
Former banker, Gordon Murray talks about the lessons he learned in investing.
A Case for Index Portfolios
Ferri & Benke – Investors holding index funds have a better chance for success.
2023 S&P Index vs. Active Report
S&P’s updated SPIVA report comparing active managers to their appropriate benchmarks.