Strategic Relationships

R. Jerry Falkner, a Chartered Financial Analyst® (CFA®) heads RJ Falkner & Company, Inc. With over forty years of investment experience, Falkner leads an investment research and financial communications firm which seeks out undervalued "special situations" among small-cap stocks that should outperform the overall small-cap market over a 12-18 month time horizon.

StreetInsider.com...This website provides investment information through email alerts to its subscribers.  Subscribers receive top headline stories and notices about filings with the Securities and Exchange Commission.  The following information will be sent to paid subscribers: 13Gs, analyst comments, dividends, downgrades, earnings, insider trades, insiders' blogs, IPOs, mergers and acquistions, new coverage, stock buybacks, and upgrades.  Subscribers can also monitor an investment portfolio.

TD Ameritrade, Inc....This excellent broker-dealer offers fair pricing, independent research, knowledgeable support, easy-to-use tools, and quality execution.  TD Ameritrade acts as agent.  Orders are filled by independent third parties.  This corporation is publicly-traded under stock symbol "AMTD."

Financial Planning Association...This premier organization advocates for the financial planning profession and provides information to financial advisors and their clients.  Their offerings include, but are not limited to, conferences, printed materials, online discussions, continuing education opportunities, archival searches for articles in their professional journal, and issue submissions to regulatory agencies.  In a nutshell, this organization represents the salient voice of the financial planning business.

National Archives of the United States of America...Here are located the  documents and pictures that represent the nation's official life.  These records have been preserved and are accessible to the American people.  They capture the sweep of the past.