FINANCIAL WEBSITES

American Funds – Site for Solaris clients with educational planning 529 Plans.

Annual Credit Report – This site allows individuals to request a free credit report, once every 12 months from each of the big three credit reporting agencies.

Federal “Do Not Call” Site – The Federal government created this site for individuals who want to stop the telemarketers from calling their home phone. They simply need to register their home phone number on this site, and within 30 days, the telemarketers will no longer be able to make unsolicited calls.

FINRA - "Broker Check" – This site is maintained by the Financial Industry Regulatory Authority ("FINRA") for investors to verify and inspect their stockbroker's background, status and disciplinary history.

Morningstar.com – Morningstar is a trusted, unbiased site that provides investors with detailed information on mutual funds, including historical performance, expense ratios, fund managers, and much, much more. Additionally, Morningstar® is known for their “Star” rating system, with the top rated funds being given a 5-star rating.

Schwab's Investing in More Objective Advice Guide – Discusses the benefits of working with an Independent Registered Investment Advisor (PDF).

Saving For College – This site is a great source for objective information on 529 Plans, including Message Boards, simple college savings calculator, and more.

Schwab Alliance – Site for online access for Schwab/Solaris clients.