Coughlin Associates provides
you with the following industry links. These have provided useful and
educational information to those in the industry.
The Financial Planning Association fosters the value of financial planning
and advances the financial planning profession.
Drucker – David Drucker, CFP, is an experienced planning professional
who writes and consults with financial planners on the concepts and
practices of running a “virtual office.” Most of his ideas
are applicable to investment advisors as well.
Equity Research – Epiphany Research provides technical analyses
of stock price trends to institutional investors. While Coughlin Associates
focuses on company fundamentals, technical analysis is an important
tool in helping to determine when to buy or sell a stock – or
to tell you if fundamental research is missing something important!
Jolla Economics – There are a myriad of economists out there,
all with conflicting opinions, most of whom don’t express themselves
very clearly. Coughlin Associates has found La Jolla Economics’
commentaries helpful over the years.
Company – Coughlin Associates uses Captools Company for our
portfolio manager workstation. It’s straightforward to use and
we don’t have to custody our managed investment accounts with
any one broker.