Educate Yourself
James Wilson is available for public speaking events. Presentations on a variety of topics involving wealth management, personal financial planning, profit sharing/401(k) plans, and general economics may be requested.
View our Whitepapers
- Barriers to Financial Security: Important Lessons (2010)
- From Uncertainty to Confidence: The Transition to Financial Independence (2008)
The following are links to helpful video resources.
James Wilson – What We Believe
To View More Videos Please Visit Our You Tube Channel
The following are links to helpful resources.
- The Current Market Aftershock
- Dimensional Fund Advisors - Philosophy Strategies
- TD Ameritrade – Retail Store
- NAPFA – Primary fee-only Professional Association
- The Wall Street Journal – Finance, Economics and the Markets
- Internal Revenue Service - Tax Forms
- Bankrate – Mortgage and CD Rates
- SSA Retirement Planner – Social Security Information
- Annual Credit Report - Free Annual Credit Report
- Big Charts - Stock Charts
- Dinkytown – Financial Calculators
- Zillow.com - Estimated Home Values and Comparables
- Charitynavigator.org – Charity Evaluator
