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Financial Investments
Gurufocus Profile:
Ticker Symbol:
 
 
     
     
     
     
     
     
     
     
     
     
Companies
Credit / Debt
Dividends
Retirement
Taxes
Lockheed Martin Employee Service Center
Financial Institutions
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Fidelity
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Schwab
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Ally Bank
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ATM Locator
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Blog
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Invest Education
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Lindsey Bell's Weekly Insights
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Options for Rookies
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Rates
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American Association of Individual Investors
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American Century
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Better Investing
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Big Charts
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Bloomberg Business
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Bogleheads
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Chicago Board Options Exchange
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Closed End Fund Association
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CNN Business
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Money Essentials
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Computershare
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Company Search
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Investor Center
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Diversy Fund
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Dodge and Cox
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DRIP Advice
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Plan List
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E*TRADE
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Fidelity
(
Login
) (800-343-3548)
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Fisher Investments
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Forbes
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Gurufocus
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Hoppes and Associates
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Himalaya Capital
(Li Lu)
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Humble Dollar
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IMA
(Vitaliy Katsenelson's Investment Firm)
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Annual Client Meetings / Dinners
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Intellectual Investor
(Vitaliy Katsenelson's Articles)
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ARKK Stocks Sunk
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Curmudgeon on Cryptocurrency
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Fool's Gambit
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How to Invest When There's Nowhere to Hide
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I Kid You Not Crazy
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Position Sizing
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This Holiday, Will Mr. Market Eat Too Much Pi?
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Value & Growth Demagogues
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iMoneyNet
(Money Market Funds)
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Investing in Bonds
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Investopedia
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How to Use Insider Ownership Information
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Investor's Podcast
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Investor Vote
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Investors Business Daily
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IRA Help
(Ed Slott)
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Kiplinger
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Lazy Man and Money
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Magic Formula Investing
(Stock Screener by Joel Greenblatt)
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Mass Mutual
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Marc Lichtenfeld
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Get Rich With Dividends
(Dividend Calculator)
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Oxford Club
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Oxford Income Letter
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Wealthy Retirement
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Market Watch
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Mint by Intuit
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Money Chimp
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Articles
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Returns of the S&P 500 Index
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Tax Calculator
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Morningstar
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Motley Fool
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MSN Money
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National Center for Employee Ownership
(ESOPs)
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Oaktree Capital Management
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PayPal
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Prepaid Card Status
(Credit Card from Peterson's Wellness Program)
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ProxyOnline.com
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ProxyVote.com
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Quicken
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Quote.com
(Insurance Quotes)
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Raging Bull
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Randolph Brooks Federal Credit Union
(RBFCU - 210-945-3300)
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Find an ATM or Branch
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Mortgage Application
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Rational Walk
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Newsletter
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Red Herring
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Schwab
(800-435-4000)
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Semper Augustus
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Christopher Bloomstran
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Client Letters
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Sequoia Fund
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Silicon Investor
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Simply Wall St
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Stansberry Research
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TheStreet.com
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TransAmerica
(866-300-0028 / 800-797-2643 / 800-525-6205)
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Create Secure Mail Account
(To Upload Forms)
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Secure Mail System
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The Truth About Your Future
(Ric Edelman's Site)
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US Bank
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Ugift
(For Bobby's and June's 529 plans)
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Vanguard
(
Login
) (800-662-7447)
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Value Investors Club
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Value X Vail
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Presentations
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Wall Street Daily
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Yahoo Finance
(
Portfolios
)
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YCG Enhanced Fund
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Zacks Investment Research
Historical Stock Quotes
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Big Charts
Stock Screeners
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Finviz Stock Screener
Interest Rates
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Bankrate.com
Investment Apps
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Acorns
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Betterment
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Finny
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Fundrise
(Real Estate Investing)
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M1 Finance
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Personal Capital
(Free Financial Tools)
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Robinhood
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SoFi
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Stash
(Fractional Share Investing)
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Stockpile
(Gifting Stock)
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Webull
Earnings Whispers
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Earnings Whispers
Education
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Basics of Income Statement Analysis
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Charlie Munger - Mistakes to Avoid in Life
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Charlie Munger's Rules For Life
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5 Value Investing Mistakes to Avoid
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How to Read a Balance Sheet
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How to Think About Risk with Howard Marks
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Introduction to the Stock Market
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Investing
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Learning the Basics of Value Investing
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Warren Buffett - 12 Mistakes Every Investor Makes
Annuities
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Immediate Annuities
Dad's Advice on Money
Miscellaneous Sites
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Penny Hoarder
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16 Things You Should Do To Save Money
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Multiple Streams of Income
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9 Best Income Producing Assets
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Free Online Jobs
Brokers and Brokerages
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Financial Industry Regulatory Authority
(FINRA)
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Broker/Brokerage Check
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Exam Enrollment
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Security Industry Essentials Exam
(SIE)
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Series 6 Exam
(Investment Company and Variable Products)
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Series 7 Exam
(General Securities Rep)
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Series 22 Exam
(Direct Participation Program Rep)
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Series 57 Exam
(Securities Trader)
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Series 79 Exam
(Investment Banking Rep)
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Series 82 Exam
(Private Securities Offerings Rep)
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Series 86 / Series 87 Exam
(Research Analyst)
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Series 99 Exam
(Operations Professional)
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FINRA Exam Testing Center
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National Association of Personal Financial Advisors
(Fee Only)
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Certified Financial Planners