Resources

FINRA BrokerCheck - A free tool to research the background and experience of financial brokers, advisers and firms

Investor.gov - Brought to you by the SEC’s Office of Investor Education and Advocacy, Investor.gov is your online resource to help you make sound investment decisions and avoid fraud.

Morningstar - "An independent, industry analyst firm that builds products and offer services that connect people to the investing information and tools they need". Used by Seaport Financial Education LLC for portfolio and investment analytics.

MoneyGuide Pro - "Our belief: Everyone needs and deserves a quality financial plan.®" This is the firm that powers the financial planning we do at Seaport Financial Education LLC

FoolProofMe - A not-for-profit that offers free and turnkey financial literacy curriculum that works. We immerse students in the importance of developing three core habits: Healthy skepticism, trustworthiness and personal responsibility.

SavingForCollege.com - Our content, research, calculators, and tools help families make well-informed decisions when it comes to saving and paying for the cost of an education.

Social Security Administration - Social Security has provided financial protection for our nation's people for nearly 90 years. It is one of the most successful anti-poverty programs in our nation's history.

Investopedia - founded in 1999 with the mission of helping people improve their financial outcomes.

Vanguard

TIAA

Fidelity Investments

Vendors we know

Tools used by Seaport Financial

Useful Links for Learning

Provided by the Government and Regulators

Black Diamond - "The Black Diamond® Wealth Platform frees advisors to devote the time they need to guide clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience". We use Black Diamond for client reporting and portfolio monitoring.