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Educational Reports

If you're looking to become smarter about your finances, you've come to the right place. Our Educational library offers more than 51articles which cover all the essentials.

All of our reports are generic in nature, we do not make specific investment recommendations within the reports.

More than 80% of investors would appreciate having basic, unbiased investor education and information.1
1 FINRA Investor Education Survey, 2007

Browse by Topic (click to Jump) or search our site:


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College Planning          Debt & Credit                    Estate Planning        Financial Planning
Home & Auto                Insurance                           Investing Basics         Mutual Funds
Retirement                     Saving & Budgeting          Stocks & Bonds        
Taxes

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College Planning

bulletProjecting College Costs
bulletGraduating With a Diploma and Debt
bulletCollege Saving 529 Plans 
bulletThe Education IRA
bulletFederal and State College Financial Aid Programs

Debt & Credit

bulletConsider Student Consolidation Loan Carefully
bulletDebt: The Good, Bad and  Downright Ugly
bulletYour Credit Report

Divorce

bullet14 Big Financial Mistakes Not To Make In Your Divorce Planning
bulletPlanning For Divorce
bulletEighteen Checkpoints For Divorce
bulletDivorce Glossary
bulletSocial Security Benefits In Divorce
bulletDivorce Attorney Evaluation
bulletFinding A Divorce Attorney

Estate Planning

bulletEstate Tax Changes Require Careful Planning
bulletPayable-On-Death An Easy Tool For Avoiding Probate

Financial Planning

bulletAre You Dreading Your Annual Portfolio Review
bulletSuccessfully Managing Money In A Relationship During Tough Times
bulletPutting your Financial House in Order
bulletFinancial Planning Process Components
bulletFinancial Planning Process
bulletWhy Consider Financial Planning
bulletPlanning for Financial Hard Times
bulletPersonal Finance Checklist For Young Adults
bulletHe Said, She Said: When Investment Styles Clash
bulletBoomerang Finances: When Kids Return Home
bulletSecure Your Financial Future

Home & Auto

bulletShould You PrePay Your Mortgage In A Down Market?
bulletWhen Can You Stop Paying Private Mortgage Insurance?
bulletHome Bound: Do You Remodel or Move?

Insurance

bulletWhen To Review Your Life Insurance Coverage
bulletAt What Age Should You Buy Long Term Care Insurance
bulletImmediate Annuities
bulletLife Insurance Purposes
bulletInsurance Company Ratings
bulletFinding The Right Medigap Policy

Investing Basics

bulletChart of S & P 500 showing major historical events and their impact.
bulletFannie And Ginnie Maes Offers Alternatives To Treasury Securities
bulletR.E.I.T.S - Real Estate Investment Trusts
bulletThe Historical Returns of Various Asset Classes
bulletU.S. Rates of Inflation over Various Time Periods
bulletInvestment Objectives
bulletBasics of Margin Accounts
bulletIncome Statement Analysis
bullet Fundamental vs. Technical Analysis 
bulletChoosing the Right Investment Benchmark

Mutual Funds

bulletMutual Funds - The basics of Mutual Funds
bulletMoney Market Funds
bulletMutual Fund Labels: What's In A Name?

Retirement

bulletAre You Psychologically Ready To Retire Early?
bulletAre Your Retirement Assets Protected from Creditors ?
bulletDon't Depend on Inheritance to Fund Retirement
bulletAging Small-Business Owners How to Exit Gracefully
bulletStretching Your Retirement Dollars
bullet401k Plans Overview
bulletImportance of Liquidity In Retirement
bulletRetirement Statistics
bulletWhat to Do With Your Employer Nest Egg 
bulletWill You Be Shocked By the Cost of Retirement ?

Saving & Budgeting

bulletEveryone, Even the Wealthy Needs to Budget
bulletKnowing Your Net Worth is Key to Success
bulletWhere to Find Higher Earning Cash Alternatives

Stocks & Bonds

bulletCommon Stocks - A General overview of what a common stock is.
bulletCallable Bonds
bulletMunicipal Bonds

Taxes

bullet2001 Tax Act Summary
bulletMutual Fund Taxation
bulletTax Traps In IRA Accounts

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Securities offered through Sigma Financial Corporation. A registered broker/dealer. Member FINRA & SIPC.
Planning Services offered through Sigma Planning Corporation, a registered investment advisor.

Any information contained on this site does not constitute financial advice. The Website is intended to provide general information only and does not attempt to give you advice that relates to your specific circumstances. You are advised to discuss your specific requirements with an independent financial adviser licensed in your state.

We do not offer legal advice. All information provided on this website is for informational purposes only and is not a substitute for proper legal advice. If you have legal questions, we recommend that you seek the advice of legal professionals.

IRS Circular 230 Disclaimer: To ensure compliance with IRS Circular 230, any U.S. federal tax advice provided in this communication is not intended or written to be used, and it cannot be used by the recipient or any other taxpayer (i) for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer under the Internal Revenue Code, or (ii) in promoting, marketing or recommending to another party a partnership or other entity, investment plan, arrangement or other transaction addressed herein.

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Last modified: 10/30/09