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Resources and Links

Financial Planning Tools & Concepts

This is a wonderful resource for Financial Worksheets, Financial Concepts, Financial Calculators, Free Life Guides, Mental Vitamins, Resource Center, Real Life Stories of Products in Action and many other resource and tools for your use.

CEO Express

This website is a wealth of information at your fingertips.

Giarmarco, Mullins & Horton, PC Trusts and Estates Practice Group

A great planning resource for estate and business planning. One of the best law firms specializing in the above areas with resources to help you in your planning.

Austin Family Business Program

A nationally acclaimed family owned business program established by Ken and Joan Austin, founders and owners of A-dec,Inc. of Newberg, Oregon, through Oregon State University. A great resource for family owned business.

Wall Street Journal On Line Source

A business publication with many resources for individuals and business.

Federal Reserve System

A wealth of information regarding the US economy and monetary policy. Publications are available on a wide range of subjects (most are free).

Bloomberg…The News Source

This site is loaded with many tools and information of markets, both US and International.

Albany Democrat Herald Newspaper


Corvallis Gazette Newspaper


The Oregonion Newspaper


The Statesman Journal Newspaper


Portland Business Journal Newspaper


USA Today Newspaper


Medford Mail Tribune Newspaper


Desert Sun – Palm Springs Newspaper


Oregon State Beavers Official Site


Oregon State University Foundation


Google Search


Yahoo Search Engine


IRS Home Page

The Internal Revenue Service web site has a wealth of information and every form that you will ever need. A great resource.

The Ohio State University Finanical Site

This is one of the best financial web sites that you will find on finance. They have every topic imaginable linked to every major financial site in the world.

U.S. Treasury Department

Information source of economy updates and lots of useful information.

Social Security

This is part of the Social Security Administration’s website. It raises a number of issues that impact a person’s decision as to when to begin collecting social Security benefits.

Credit Report

This site allows you to request a free credit report once every 12 months from each of the nationwide consumer credit reporting companies.

Real Estate

This is a place for both buyers and sellers to learn more about what’s going on in your neighborhood.

Retirement

This is a great source of information on a wide array of topics. It provides worksheets on investing for retirement, and information on 401(k) plans, Roth IRAs, IRAs and much more. Visiting this website is well worth the time.

Best Places to Retire.

Whether you are retiring or considering a relocation for a different reason, this site will give you information on homes, climates, schools and the cost of living.

U.S. Small Business Administration


Morningstar, Inc.

A very helpful site for investor education.

Retirement Planner.

Retirement planning site.

SCORE: Counselors to American Small Business

A great resource for Small Business.

Vanguard Investors Education Center

The Investors Clearinghouse.

Investor education resources from 21 leading non-profit, governmental and self-regulatory associations and agencies.

SagePoint Financial, Inc

The main web site for SagePoint Financial, Inc., our Broker/Dealer.

The web sites listed are being provided for information purposes only. Although we assume the information is factually accurate, we are not responsible for the content as we are not affiliated with and do not endorse, authorize or sponsor any of the listed Web sites or their respective sponsors. SagePoint Financial, Inc. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. SagePoint Financial, Inc. is not responsible for the content of any website or the collection or use of information regarding website's users and/or members.