RESOURCES

FINANCIAL LITERACY

Building Wealth (Federal Reserve Bank of Dallas)

10 Reasons Why Financial Plans Aren’t Just for the 1% (Forbes)

The Financial Planning Flowchart (Businessweek)

How to Choose a Financial Planner (Wall Street Journal)

Essentials of a More Secure Retirement (CFA Institute)

The Value of Financial Planners (District Capital Management)

The One-Page Financial Plan (Carl Richards)

INVESTMENT

How to Select an Investment Advisor (District Capital Management)

Why Minimizing Investment Costs Matter (Vanguard)

Simple, Smart Investing (Ian Kennedy)

How Climate-Friendly is My 401(k)? (District Capital Management)

How to Invest Like a Pro (District Capital Management)

Note: Except those labeled District Capital Management, all materials and links to materials above constitute the work and effort of others. We take no credit for, nor do we necessarily subscribe to or endorse the materials that were not written by District Capital Management. Additionally, nothing in these materials or links to materials should be construed as either a recommendation or an offer to buy or sell any securities.