Below are several links to helpful resources on the web. Providing this information is another way Veritrust® seeks to empower its Representatives.
Web Tools
IRS Rollover Chart
The why, what, how, when and where about moving your retirement savings.
FINRA Fund Analyzer
The Fund Analyzer offers information and analysis on over 18,000 mutual funds, Exchange Traded Funds (ETFs) and Exchange Traded Notes (ETNs). This tool estimates the value of the funds and impact of fees and expenses on your investment and also allows you the ability to look up applicable fees and available discounts for funds.
Exchanges
NASDAQ
55 East Monroe Street
Suite 3500
Chicago, IL 60603
(312) 368-3211
New York Stock Exchange (NYSE)
11 Wall Street
New York, NY 10005
(212) 656-3000
American Stock Exchange (AMEX)
86 Trinity Place
New York, NY 10006
(212) 306-1000
OTC Bulletin Board
(301) 978-5313
Pink Sheets LLC
304 Hudson Street
2nd Floor
New York, NY 10013
(212) 868-7100
Other Securities & Investment Resources
Securities and Exchange Commission (SEC)Futures Industry Association
Commodity Futures Trading Commission
National Futures Association
Municipal Securities Rulemaking Board
Financial Accounting Standards Board
Organizations/ Associations
Securities Industry Association (SIA)
120 Broadway, 35th Floor
Suite 600
New York, NY 19721-0080
(212) 608-1500
Financial Industry Regulatory Authority (FINRA)
1735 K St., NW
Washington, DC 20006
(202) 728-8000
Association for Investment Management & Research (AIMR)
P.O. Box 3668
560 Ray C. Hunt Drive
Charlottesville, VA 22903-0668
Market News
CNBC
Business news plus market snap shots and investing information.
CNNfn
The Wall Street Journal's online magazine of personal business. Information on stocks, bonds, mutual funds, the markets, and more.
Smartmoney
Part of The Wall Street Journal's digital network.
Mutual Fund Investors Center
The Mutual Fund Investor's Center? serves as an important resource for anyone who wants to use mutual funds to reach lifetime goals. The site includes planning tools and mutual fund tracking features.
Morningstar Online
"Your first second opinion." Primary provider of mutual fund research. Market reports and Investor information.
PeriodicalWall Street Journal (interactive edition)
All the news of the WSJ plus 24-hour-a-day updates.
Personal FinanceMyVesta.org
Nonprofit financial management. Assists with debt management and securing credit.
Marketguide.com
The "benchmark for quality financial education". Investment information, research, and screening tools.
Rating Agencies
Fitch, Inc.
55 East Monroe Street
Suite 3500
Chicago, IL 60603
(312) 368-3211
Standards & Poor's
55 Water Street
New York, NY 10041
(212) 438-2000
Moody's Investors Service
99 Church Street
New York, NY 10007
Colleges & Financial Aid
College Board Online-The College Board Library
College planning news, tools, and resources.
Internet Guide to Section 529 Plans
Information on Section 529 College Savings Plans.
Financial Planning
Certified Financial Planner (CFP) Board of Standards
Information about Certified Financial Planner (CFP) practitioners and the financial planning profession, including what it takes to become a CFP and tips on how to select a financial advisor.
MoneyCentral
Investor quotes, charts, news, and a variety of financial planning information.
National Association of Personal Financial Advisors (NAPFA)
Information about NAPFA and fee-only Financial Planners, including why to choose a fee-only Financial Advisor.
Yahoo Finance
Financial news and commentary on U.S. and world markets, plus investment, loan, and insurance centers.
The Garrett Planning Network, Inc. (GPN)
A nationwide network off fee-only Planners dedicated to serving people from all walks of life. GPN Members provide "Hourly, As-Needed Financial Planning and Advice for Everyday Life... The New Choice for Smart ConsumersTM".
Government Agencies
Bureau of Public Debt
Learn more about treasury bills, notes and bonds, savings bonds and public debt.
Social Security Administration
News and how-to information on tax withholding, obtaining a replacement card or statement of earnings and benefits.
Insurance
Insure.com
The consumer insurance guide. Insurance quotes and educational information.
Research
Quicken
Investment, mortgage, insurance, tax, banking, and retirement information, plus online quotes.
Taxes
Internal Revenue Service
Tax forms, publications, and information.
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