Retirement Planning Resources and Links of Interest

Certified Financial Planners | Investment Advisors | Retirement Planning Specialists

We've compiled a list of additional retirement planning and financial planning resources that we believe you may find useful. Feel free to let us know of sites that may be useful to others. This list is provided as a convenience for the public and does not imply our sponsorship or approval of these third party sites.

Market Update

Yahoo! Finance - Major U.S. Indices

Fiserv Account

If you do not have a password and an account group for this site, please contact your Investment Advisor, Brian R. Carruthers.

Federated Investors, Inc.

With over 135 different domestic and international equity, fixed income and money market mutual funds, as well as a variety of separate account options, Federated delivers a diversified product line to financial intermediaries to help them reach a variety of investment goals for their clients.

Federated Investors Shareholder Account Access

CFP Board of Standards, Inc.

Founded in 1985 as a nonprofit professional regulatory organization, the Certified Financial Planner Board of Standards, Inc. (CFP Board) exists to benefit the public by fostering professional standards in personal financial planning.

Market Technicians Association - MTA

The Market Technicians Association (MTA), incorporated in 1973, is the national organization of market analysis professionals in the United States.

National Association of Active Investment Managers

The National Association of Active Investment Managers, Inc. is a professional organization of registered investment advisors who believe in active management of client assets to reduce the risk of down markets and to structure client portfolios to produce high risk adjusted returns.

U.S. Securities and Exchange Commission

Investment advisers generally are regulated by the SEC or state securities authorities. The SEC typically regulates investment advisers that have assets under management in excess of $25,000,000. Investment advisers that do not meet this threshold generally are regulated by the states.

Company
BCA Profile | Contact BCA | Site Map / Directory | BCA Home Page

Brian R. Carruthers & Associates

BCA | A Fee-Only Registered Investment Advisory Firm Since 1990

301 Forest Avenue · Laguna Beach, California 92651-2115 USA
Telephone: 1-949-464-1900 · Facsimile: 1-949-464-1400 · Contact

CFP^®, Certified Financial Planner™ and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

CMT^SM and Chartered Market Technician^SM designations are awarded and permitted to use by full members of the MTA. The CMT Program is administered by the Accreditation Committee of the Market Technicians Association (MTA).

The National Association of Active Investment Managers is a professional organization of registered investment advisors who believe in active management of client assets to reduce the risk of down markets and to structure client portfolios to produce high risk adjusted returns.

This page last modified: 2008-04-01T08:50:57-0800

Retirement Planning Resources and Links of Interest

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