Copyright © 2017, Joel D. Bickford. All Rights Reserved.
Links to Other Web Sites
Check out the following links for additional information and helpful resources.
TD Ameritrade Institutional
Clients' assets are all held by an independent custodian. We are currently using
Ameritrade due to their safe, insured account practices and low fees. Clients can view
their Ameritrade account holdings at any time through their client account website
Dimensional Fund Advisors
Dimensional Fund Advisors offers investment plans to institutional advsiors and
individuals through select investment advisors. DFA applies extensive academic
research to the practical world of investing. Historically, DFA provides customers with a
higher rate of return than other fund choices.
The Vanguard Group provides small investors with competitive investment performance,
a broad array of mutual funds, and lowest average expense ratios for mutual funds.
Annual Credit Report
The government-sanctioned web site www.annualcreditreport.com allows you to request
a free credit file disclosure, commonly called a credit report, once every 12 months from
each of the nationwide consumer credit reporting companies: Equifax, Experian and
TransUnion. We strongly encourage you to request one credit report from this site every
year. If you find errors in your report (which is quite common), you can clear them up
and then request a follow-up credit report from one of the other two companies in order
to verify that your corrections have made it through their systems.