Charts & Graphs
A Case for Diversification – This chart shows the importance of diversification and rebalancing in an investment portfolio.
J.P. Morgan Guide to the Markets – as of September 30, 2011
Financial Calculators
Fidelity Retirement Growth Calculator
Choose to Save – Investment Calculators
DAP Investment Overview Guide
DAP Investment Overview Guide - May 2011
Links to Educational Web Sites
- The American Funds Retirement Resource
- Fidelity 401k.com
- Business Week Online – Personal Finance
- Morningstar.com
- SmartMoney.com – Retirement
- Mutual Fund’s Investment Center – MFEA
- MSN Money – Planning
- Wall Street Journal Online
- Banksite – Estate Tax Calculator
- USA Today – Calculators
- Vanguard Online Research Tools
- CNN Money 101 – 401k lessons