Investor's Capital Management

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.

Insurance

BestInsuranceRates.com
Best Insurance Rates provides insurance rates online from quality insurance companies, such as health and life insurance rates.

Online Brokers

All these brokers provide download of transactions to Quicken. That alone can save you hours of tedious data entry for tax reporting and performance analysis. Schwab's download is the most reliable. We've used all three of these brokers with very little trouble.

Charles Schwab & Co.
A multi-service broker at a discount price. While Schwab does not provide the cheapest trading (try FreeTrade.com for that), Schwab does provide an amazing array of services for a reasonable price. Schwab is first class all the way around and has local branches you can visit if needed. Try Velocity for an efficient trading system with real-time streaming quotes (streaming quotes are only available for larger portfolios).

TD Ameritrade
Less features than Schwab but somewhat lower costs.

Books

Here's a list of our favorite books on investing and financial planning:

1. Common Sense on Mutual Funds : New Imperatives for the Intelligent Investor
John Bogle (previous Chairman of Vanguard Funds) - Somewhat dense but the best investment guide I've seen to mutual fund investing (keep in mind he's biased towards index funds).
2. Simple Asset Allocation Strategies
Roger Gibson - Short, (71 pages), but has all the basics of asset allocation, how & why.

3. Charles Schwab's Guide to Financial Independence : Simple Solutions for Busy People
Charles Schwab - You can get this one on audio tape. Schwab is a real proponent of individual stock investing.

More Advanced:

1. The Intelligent Asset Allocator
William Bernstein - Excellent and includes detailed discussions of indexing/passive investing.

2. The Four Pillars of Investing
William Bernstein - Another excellent book by Bernstein.

3. Against the Gods - The Remarkable Story of Risk
Peter Bernstein - Discussion of risk analysis throughout the ages.

Also take a look at this reading list from William Bernstein, one of our favorite authors:
http://www.efficientfrontier.com/reading.htm

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