Links provided by ICM to other sites are for information only. There is no business relationship between ICM and any of the links provided and ICM makes no representations or warranties with respect to the information contained or services provided in any linked sites and takes no responsibility for supplementing, updating, or correcting any such information.

Financial Planning

NAPFA - National Association of Personal Financial Advisors
NAPFA is the largest professional association of comprehensive, Fee-Only financial planners in the United States. Our 900 members and affiliates, in United states, provide consumers and institutions with comprehensive and objective financial advice on a "Fee-Only" basis, keeping only the best interests of the client in mind-- with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product. The website provides a search engine for NAPFA members in your area.

CFP Board of Standards
The CFP Board of Standards provides certification and licensing to individuals who meet exacting educational and experience criteria. In addition, the continued use of the Certified Financial Planner designation requires ongoing education. The website provides a search engine for CFP practitioners in your area.

Financial Planning Association
The Financial Planning Association is the membership organization for the financial planning community. Members include individuals and companies who have contributed to building the financial planning profession and all those who champion the financial planning process. The website provides a search engine for CFP practitioners in your area.

Garrett Planning Network
A nationwide network of financial planners who offer "Fee-Only Financial Planning and Advice for Everyday Life." All the members of this network offer consulting on an hourly or project basis. The site features an easy-to-use "Find a Planner" section. Click on "Consumers Enter Here" then click on "Find a Planner" to locate Garrett Planning Network members in your local area..

Investment Information

American Association for Individual Investors
The AAII is an excellent resource for a variety of in-depth information. The monthly publication, AAII Journal, is the best investment publication that we read and it accepts no advertising so the reporting is unbiased. AAII has local chapters all over the country that organize informative and educational meetings. We believe so strongly in the AAII that we can provide a trial membership upon request! 

Investment Research and Commentary

The Wall Street Journal Online
Another excellent but paid subscription site that's on our daily information checklist is the Wall Street Journal. Take advantage of their 30-day free trial. We find reading the Journal online is much quicker than the print version because you can access the important articles more quickly and the advertisements are more easily ignored.

The Economist
A well written source of domestic and international economic news.

Morningstar
Morningstar is the best resource for mutual fund information. The Morningstar page has so much analytical information about a fund that it takes a large booklet to explain it all. You can order Morningstar pages at the website for $3 each. Just enter the fund's ticker symbol and then look for "Get a 1-page, print-perfect Morningstar analysis of this fund".

Financial Times
It's a good idea to periodically see what the foreign markets are up to.

CNNfn
A good site for general information including breaking news, general consumer, and small business items.

Taxes

Fairmark
This site is well presented and organized and has tons of practical information on many tax topics.

Top Ten Things that Cause AMT Liability
A great overview of Alternative Minimum Tax concepts.

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Mission

We, we are committed to providing timely, unbiased advice to people from all walks of life. Through advantages of professional, Fee-Only planning, we seek to empower our clients to make the best financial choices possible. As a staunch consumer advocate and Fee-Only client fiduciary, ICM continues to demonstrate its dedication to serving the public's best interests. Whether you are just setting out on your financial journey, or seeking to protect and enjoy the wealth you've accumulated, we can help you along the way.

Regulatory Disclosure

Investor's Capital Management, LLC (ICM) may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, or have filed notice, or are otherwise excluded or exempted from registration requirements. Any communication with prospective clients residing in states or international jurisdictions where ICM not registered or licensed shall be limited so as not to trigger registration or licensing requirements. We do not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to providing you with general information on our services and provides a way for you to contact us.

Other Disclosures:

The information in this web site is based on data gathered from sources which ICM believes to be reliable. It is not guaranteed as to accuracy, does not purport to be complete and is not intended as the primary basis for investment decisions. Additionally, it should not be construed as advice meeting the particular investment needs of any investor. All references made to investment or portfolio performance are based on historical data; one should not assume that this performance will continue in the future.

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