Appendix A

Resources for Stock Investors

Getting and staying informed are ongoing priorities for stock investors. The lists in this appendix represent some of the best information resources available.

Financial Planning Sources

To find a financial planner to help you with your general financial needs, contact the following organizations:

Certified Financial Planner Board of Standards1425 K St. NW, Suite 500Washington, DC 20005Phone 800-487-1497Website www.cfp.netGet a free copy of the CFP Board’s pamphlet 10 Questions to Ask When Choosing a Financial Planner. Be sure to ask for a financial planner who specializes in investing.

Financial Planning Association (FPA)7535 E. Hampden Avenue, Suite 600Denver, CO 80231Phone 800-322-4237Website www.fpanet.orgThis is the largest organization of financial planning professionals.

National Association of Personal Financial Advisors3250 N. Arlington Heights Rd., Suite 109Arlington Heights, IL 60004Phone 847-483-5400Website www.napfa.orgThis is the leading organization for fee-based financial planners (in other words, they don’t get paid through commissions based on selling insurance/investment products).

The Language of Investing

Standard & Poor’s Dictionary of Financial TermsBy Virginia B. Morris and Kenneth M. MorrisPublished by Lightbulb Press, Inc.A nicely laid out A-to-Z publication for investors mystified by financial terms. It explains the important investing terms you come across every day.

Investing for BeginnersWebsite ...

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