Residents' Retirement Plan Awareness Initiative

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Residents' Retirement Plan Awareness Initiative Personal Investment Guide (printable)

suggested resources

Resources listed below are provided as a general guide to various options to help you set up an investment plan, and is
not necessarily a complete compilation of every investment resource available to you. Start investing in your future now.

Acorn www.acorns.com/acorns-later

   Automatic savings plan through automated recurring contributions

   Automatic investment available with initial contributions as low as $5

Betterment www.betterment.com

   Essentially a complete online solution to open and fund an IRA as well as turnkey investment solutions for the money in the account

   Info specific to the IRA program: www.betterment.com/ira-accounts

   Select from a set of pre-constructed portfolios

Edward Jones www.edwardjones.com/kris-caldwell 

   Offers numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education and protecting your assets.

Fidelity IRA www.fidelity.com/retirement-ira/overview

   All-in-one investment solutions plus the ability for the investor to build their own portfolio subject to minimum investment levels

Merrill Edge merrilledge.com/why-merrill-edge

   Enjoy streamlined investing with access to research and insights, step-by-step guidance and flexible tools to put your ideas into action

   Information specific to our retirement planning solutions: www.merrilledge.com/retirement-planning

Merrill Lynch www.ml.com

   Direct link to The Ratliff Group team page: https://fa.ml.com/missouri/clayton/ratliff-group/

Morgan Stanley email Anthony.S.Favoroso@morganstanley.com 

   Low-cost start to investing designed for the young professional

   Free financial analysis and consulting

   Excellent track record of high performance

Schwab www.schwab.com/public/schwab/investing/accounts_products/accounts/ira

   All-in-one investment solutions plus the ability for the investor to build their own portfolio subject to minimum investment levels

   Good help resources for clients

Vanguard investor.vanguard.com/ira/iras

   All-in-one investment solutions plus the ability for the investor to build their own portfolio using Vanguard proprietary funds

   Generally known as a low-cost provider in the marketplace

   Good help resources for clients


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