Rich Chambers, CFP®
Julie Schatz, CFP®

Jennifer Cray, CFP®

Investor's Capital
Management
, LLC
866-966-9291

Office Location:
Menlo Park, CA

Financial Planning and Investment Management for:
Menlo Park, Palo Alto, San Mateo, Belmont, Redwood City, San Carlos, Woodside, Mountain View, Los Altos, Los Altos Hills, Sunnyvale, Santa Clara, San Jose, Cupertino, Foster City, Burlingame, Fremont, Newark, Milpitas, Santa Cruz, Campbell, Los Gatos, Saratoga, Monte Sereno, Aptos, Morgan Hill, Gilroy

 

  Investor's Capital Management, LLC

Our Favorite Links

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.

 

Calculators

Online Calculators do the Math for You
Try this collection of calculators suggested by Jonathan Clements of the Wall Street Journal;
 
See how your retirement-spending strategy would have held up historically: http://www.early-retirement.org/ 
   Get a handle on your Social Security benefits: http://www.ssa.gov/OACT/ANYPIA/
  Try the Quick Calculator.
  Get a longevity estimate: http://www.livingto100.com/
  Mortgage and pre-payment and credit card calculators: http://www.bankrate.com/brm/default.asp

Investment Tools

MSN MoneyCentral Investor
We can't say enough about this great free site! A fantastic portfolio manager, an incredible screening engine, and thought provoking articles. Our favorite site authors are Jim Jubak, Jon Markman, and Mary Rowland. You can spend lots of useful time at this site just understanding all that it has to offer. Don't miss it.

Big Charts
MoneyCentral has decent charting but this is the best available. Try the Interactive Charting button and play around with the settings. We like to use the SMA1 (3-Line) with the Logarithmic chart style. Historical quotes are available.
1Simple Moving Average

YahooFinance

Great site with tons of information and tools - too much content to be discussed here, try it out.

GainsKeeper
Very useful for viewing the details of a merger or spin-off. Often these complex transactions are a nightmare to account for in your portfolio system. By entering the ticker symbol of a stock that was merged into another stock, GainsKeeper produces a report of the resulting activity. However, they do not show cash-in-lieu sales of partial shares. A thirty-day free trial is available and a minimal annual charge is assessed after the trial.

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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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