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Sensible Financial Planning
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  • Principia for Mutual Funds: Sensible Financial uses this comprehensive mutual fund and ETF database in concert with Ibbotson Fund Strategist and Security classifier to evaluate and select mutual funds to recommend, and to assess your current portfolio.
  • Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets. Its mission is to create great products that help investors reach their financial goals. They offer an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients.