Recommended Links

The recommended links portion of the site is for general education and third-party material of interest for those seeking more balanced information due largely to many unreported or entirely ignored areas in the media today. These sites are intended to be one more resource as we strive to be more informed and differentiate fact from fiction, and enhance understanding of our rights and opportunities in this global economy.

Wealth and Privacy:

The Wealth Report: a Wall Street Journal blog by Robert Frank with blog articles related to the wealthy.

Private Wealth Council: is a private forum comprised of substantial wealth owners, industry leaders and opinion leaders. It was formed as a think tank focused on responsible private wealth ownership, addressing major trends and proposed visionary solutions pertaining to the preservation of private wealth.

Responsible Wealth Review: a collaborative report now available on Privacy from the Private Wealth Council.

Center for Retirement Research at Boston College: The goals of the Center for Retirement Research are to promote research on retirement issues, to transmit new findings to the policy community and the public, to help train new scholars, and to broaden access to valuable data sources. Their site is full of useful information here.

Employee Benefit Research Institute: Retirement and health benefits are at the heart of workers’, employers’, and our nation’s economic security. Founded in 1978, EBRI is the most authoritative and objective source of information on these critical, complex issues. EBRI focuses solely on employee benefits research — no lobbying or advocacy. EBRI explores the breadth of employee benefits and related issues and delivers a steady stream of valuable research and analysis.

International Tax Planning Association: Is a multi-disciplined association of over 1000 bankers, trust officers, finance directors, accountants, lawyers and others with a practical interest in the tax aspects of cross-border transactions. They examine subjects mostly from the point of view of the taxpayer; membership is limited to practitioners who act for or in the interests of taxpayers. They were founded in 1975 and are the only association devoted solely to the study of this subject.

About U.S. Economy:

Peter G. Peterson Foundation: This organization gained prominence when David M. Walker, former Comptroller General of the United States and head of the U.S. Government Accountability Office (GAO) announced his intention to resign his position effective March 12, 2008 in order to accept the position of President and Chief Executive Officer of the newly established Peter G. Peterson Foundation. Their efforts are focused on increasing public awareness of the nature and urgency of key economic challenges threatening America’s future and accelerate action on them. To meet these challenges successfully, they are working to bring Americans together to find sensible, sustainable solutions that transcend age, party lines and ideological divides in order to achieve real results. They created I.O.U.USA and other videos available for viewing on YouTube.

Perot Charts: Regardless of whether you agree with Mr. Perot’s opinions; Perot Charts was designed to provide information about the economy and its relationship with Federal Government spending and borrowing. By presenting authoritative and accurate data visually, they are trying to make it easier to understand the enormous fiscal problems that we are facing.

Tools for Business Owners:

Business Owner’s Toolkit is a comprehensive site of check lists for consideration by business owners

Wealth and Money in the News:

USA Today Money

CNN Money

Wall Street Journal


US News