Simply Safe Dividends sums up the guiding principles of the second richest man in America, Warren Buffett.  With his company, Berkshire Hathaway consistently outperforming the S&P by more than 11% per year, his investment advice is of high interest to the prudent investor.

Research Paper - Ethical Investment in the Stock Market

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White Paper - Evaluating Investment Managers

This white paper discusses various risk-adjusted measures that can be employed to evaluate

investment performance of portfolio managers in general.

It can be said that a Long Term investor has more success because they have more tolerance during the market volatility and can exploit advantages in sharp downturns. Riding out uncertainty in the market also garners a significant tax benefit.

Credit: www.Brandes.com

Personal Net Worth

Setting up a net worth statement is as easy as creating a simple checklist and doing some basic math. List your assets (what you own), estimate the value of each, and add up the total. 

Credit: www.CharlesSchwab.com

Financial Inventory Worksheet

This helpful worksheet keeps all financial information in one place. This is especially important for your loved ones in the case of an unexpected disaster or emergency.

Credit: www.CharlesSchwab.com

Retirement Needs

Are you saving enough for retirement? Let's see if you are on track or not!

Credit: www.CharlesSchwab.com

Budget Worksheet

Find out where your money is going.

Credit: www.CharlesSchwab.com

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