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Invest with Edelman...ONLINE!

Edelman Online

Coming Summer 2012! 

Investing with award-winning Edelman Financial Services is about to get even easier! Coming this summer, you’ll be able to open up an Edelman Managed Asset Program account right from your computer or mobile device.

You’ll get the same investment services and expert advice our clients receive today –- all with Edelman Online!

We'll be releasing more information about Edelman Online over the next few months. Sign up now to get the latest news»



Ric's Year-End Letter to Clients

Financial Year in Review

The Year In Review and The Year Ahead
Without question, 2011 was a year we're very happy to leave behind. And we enter 2012 with higher hopes than we've had in years.

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Are You Ready for Tax Season?

Read our Tax Tips for valuable information that can help you in preparing this year's tax return.

Clients » | Non Clients »






Ric Edelman Free Portfolio Review

Watch Ric's TV Show - The Truth About Money!

Nolan Ryan, Baseball Hall of Fame pitcher and President of the Texas Rangers, joins Ric to provide insights on the financial side of baseball. In addition, Ric explains the importance of selling a winning stock, teaching children about money and avoiding a bad deal on a leased car...plus much more!

Click below to watch a full episode or visit
 thetruthaboutmoneytv.com for station listings, video clips, full episodes and much more.



18 Questions to Ask Prospective Financial Advisors

Financial Planner

How to Choose a Financial Advisor

18 Questions to Ask Prospective Advisors
— and Three Points to Ponder Before You Do.

Read More »



The Edelman 401(k)

The simple solution for your company's retirement plan


In Ric's latest White Paper, Bringing 401(k) Plans Into the 21st Century, he examines the evolution of the 401(k) and the problems that may prevent these plans from meeting the retirement savings needs of millions of Americans.

Also, read our brochure to learn how the Edelman 401(k) Plan presents a simple yet effective solution to improve your company's retirement plan.

Download Your 401(k) brochure
and white paper »
download 401k brochure and whitepaper



Guide to Portfolio Selection (GPS)

Edelman Financial Guide to Portfolio Selection (GPS)

The Edelman Managed Asset Program offers more than 60 investment portfolios — each featuring a very specific, highly detailed asset allocation model.

Which of our 60+ portfolios is right for you? Use our unique, interactive Guide to Portfolio Selection to find out. The Guide is fun and easy to use, and it will take you to a suggested portfolio based on the information you have provided.

Learn More »


Financial Education Seminars

Financial Education Seminars

We now have an entire team of financial educators who can give your organization entertaining and informative seminars, each created by Ric Edelman, twice named the #1 Independent Financial Advisor in the nation by Barron's*.

Learn more »



Download Ric's Special Reports


Health Care Reform - The Costs and Benefits of the
New Law

Life just got harder for those who must pay the costs. Will life get better for those due to get the benefits? Find out what the new health care bill means for you and your family.



Should You Convert Your IRA to the Roth?
Should you pay now or pay later? It's a simple question, but as with many issues in the field of personal finance, the answer requires analysis.



How to Protect Yourself from Investment Fraud

According to a 2006 study by the Securities and Exchange Commission, educated people are more likely to become victims of investment fraud than anyone else. Don’t
                         assume you’re too smart to be scammed.

More Special Reports »


Listen to the Truth About Money with Ric Edelman


Every week, Ric answers your questions giving you comprehensive, educational advice that is both entertaining and useful -- on investments, IRAs, retirement planning, mortgages, insurance, college planning, and much more!

Learn About the Show » | Find Stations » | Listen to Past Shows »

Popular Articles

News

Ric Edelman twice named the #1 Independent Financial Advisor in the country by Barron's
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Ric's Books

Read Ric Edelman's award winning, "The Lies About Money" -- Take control of your investments and your financial future.
Learn More »

RIC-E Trust ®

Help save for a child’s retirement for as little as $5,000. You can do this, thanks to Ric's retirement planning tool.
Go to RicETrust®.com »

Inside Personal Finance

Learn more about personal finance with Ric's award winning newsletter Inside Personal Finance.
Order Now »

GPS

Ric's Guide to Portfolio Selection will take you to the investment portfolio that's best for you -- as seen in Ric's book, The Lies About Money. Start the GPS Now »

Careers

Looking for a new career opportunity? Join the Edelman Financial team.
View Job Postings »