Bagels, Browsers & Business Workshop
Learning
About Investing & Financial Planning
Tracking Markets
& Stocks: Keeping Up and Staying Smart
Learning
More About Companies
Collections
of Recommended Web Sites
Taxes
Financial
Calculators
Glossaries of Financial
and Investment Terminology
The Internet and Search
Engines
Evaluating Web Sites
and Content
Additional Business Information
Sources
LEARNING ABOUT INVESTING & FINANCIAL PLANNING
Strategies, checklists, commentary, and more
to help you understand more about your investing and financial planning
options
***=Top Picks
***Investorguide.com
University
Collection of educational articles about investing and personal
finance; geared towards the beginning as well as the expert. Content
includes: Industry Basics, Stocks, Bonds, Mutual Funds, Other Investment
Types, Personal Finance, Retirement
***NASD Investor Education Investing Resources
- The focus of this site is investor education and protection, to make you better informed about how the investment systems work
- Content includes: Investor Alerts, Choices, Protection, Markets & Trading, Tools, Smart Investing Strategies
***The MotleyFool.com
http://www.fool.com/investing.htm?source=LN
(Investing)
http://www.fool.com/pf.htm?source=LN
(Personal Finance)
- The entire site is all about how to do it better and smarter
- Topics include: Choosing a Broker, Index Funds, Investment Training, Mutual Funds, Stock Ideas, Education Series (Investing Basics, Valuing Stocks)
- Free newsletter email alerts - Foolwatch Weekly, Investing Strategies, Personal Finance, Investing Basics, Hot Topics
***Morningstar.com Personal Finance
- Includes a series of educational articles and Morningstar's Investing Classroom (basics of stocks, funds, bonds, and portfolios)
- Access is free but registration required
***Mutual Fund Investors Center (Mutual
Fund Education Alliance)
Series of articles and reportsfocused on the basics of mutual fund
investing, understanding risk, tax implications, and more
***Investing in Bonds.com
(Bond Market Association)
Excellent series of articles, checklists, investor alerts, and investor
guides focused on bonds
Bond Investing (SmartMoney.com)
series of primers on bond investing and risks
Optionetics.com: An Investment Education Resource
- Optionetics is the science of high profit and low stress trading utilizing options strategies to maximize profits and reduce risk. This web site is designed to teach you how to trade stocks intelligently by using options to systematically create a steady stream of trading profits
- Click on Trading Education tab at top of page; content is divided into: Basic, Advanced, and Trading Strategies
CNNMoney 101 Lessons: Top Things to Know
Federal Citizen Information Center : Money Resources
- Free publications include: Planning Your Estate, Build Wealth Not Debt, Building Financial Freedom, What You Should Know About Financial Planning, Personal Financial Fitness, Savings Fitness: A Guide to Your Money and Your Financial Future, 10 Ways to Plan for Retirement
American Association of Individual Investors Education
- Click on links below Education on the left frame
- Free Investor Newsletter email
- Education series covers: Investing Basics, Financial Planning, Mutual Funds, Stocks, Broker Issues, Other Investments, Portfolio Management
- Some of all the content is free; some limited to members
- Publish a wide range of guides and other publications; most very inexpensive
Consumer Resources (Federal Reserve Bank of Atlanta)
- Links to information geared to education the consumer about how to protect themselves
- Topics include: Investing, Life Insurance, Mutual Funds, Retirement Planning, Savings, Financial Planning
NASD Investor Education Fraud Alert
TRACKING MARKETS AND STOCKS: KEEPING UP & STAYING SMART
Turn to these sites for company research, current
awareness on the markets, economy, and global news, tracking alerting
services, investing tips, and more
***=Top Picks
- The following sites provide access to news, market, stock/company, and industry information. Each gathers their information from reputable sources
- While all make available some "premium" services that they charge for, the majority of the content is free, although registration might be required
- Company/stock information includes: quotes, charts, news, company snapshot, analyst coverage, ownership, financials, SEC filings, earnings estimates
- Some offer additional perks, such as free email alerts tailored to your search
- Take the time to explore them and select the one that best suits your search style and needs
- Free email alerts
- Yahoo! News Alerts - specific stock or keyword
***Reuters
Investor
Requires registration but content is free
***CNNMoney
- Free email alerts for company news; serach by ticker and click on "Your eMail Alerts" link
- Free email newsletters on breaking news, the markets, investment advice, and technology stocks
- Industry specific news; from home page, click on Company News>Industry Watch. No alerting option available but can click on sector to view current news specific to the industry
***MSN Money
- Free newsletter email covering business and investing news, market summaries, and more
- Stock coverage includes links to other sources of information; click on a link, for example for Zacks Earnings Estimate, and immediately retrieve data for the stock you are researching
Investor.Stockpoint.com
Real-time ticker tape
Optionetics.com: An Investment Education Resource
- Optionetics is the science of high profit and low stress trading utilizing options strategies to maximize profits and reduce risk. This web site is designed to teach you how to trade stocks intelligently by using options to systematically create a steady stream of trading profits
- Includes both free and for-pay content
- Real-time ticker tape; click on Launch Ticker link
***Morningstar
While Morningstar provides quotes and financial highlights for stocks,
its strength is its commentary on mutual funds
Fundalarm
Focused on mutual funds, this site is a bit irreverent, with a motto
which reads: "know when to hold'em, know when to fold'em, known
when to walk away, know when to run"
***Corporate Web Site
The current regulatory environment of full corporate disclosure has made corporate web sites a rich and deep source of public company information. Look for links to the Investors Relations or Company Info sections of the company's web site. HINT: The link to these sections might be buried at the bottom of the home page.
- Archived Annual Reports - usually in .pdf
- Archived SEC Filings - often in Word, .pdf, and Excel
- Financial Highlights - often represented by graphs or charts; often includes Reporting Calendar, expected financial news release dates for current fiscal year
- Stock Performance - includes stock split history, dividends, and analyst coverage; more and more sites are including options to display historical prices
- Archived Press Releases
- Top Management, Board, and Other Committee Member Profiles
- Analyst Conference Calls and Webcasts - Q&A between company management and wall street analysts provides excellent insight into the company's current financial position, internal and external challenges and management issues
The Classics
These tried and true print sources continue as staples for serious investment and company research. All should be available at local public and academic libraries
***ValueLine
***S&P Stock Reports
***Standard & Poor's Industry Surveys
Financial Services Information Sources ( New York Public Library SIBL)
- Comprehensive collection and description of electronic and print resources
- Useful both for links to web sites and guidance to core print sources that can be accessed via local public and academic libraries
Turn to these sources for further insight into
a company's management, strategies, risks, and outlook
***=Top Picks
COLLECTIONS OF RECOMMENDED WEB SITES
Collections of recommended resources for investment
and personal financial planning
***=Top Picks
Investing & Personal Finance
***Investorguide.com Links Directory
- Stocks (Sector & Company Research, IPOs, Trading, Recommendations, Strategies, Screening)
- Mutual Funds, Bonds, Currency, Options, Futures, Venture Capital, Commodities, Personal Finance (Retirement, Estate Planning, Insurance, Real Estate Personal Finance & Investing Books, Calculators)
Stock Research Sites on the Web
- Content includes a list of sites and content evaluation, ability to screenfor sites based on search criteria, and comparative evaluations
- The content on this site is a few years old, and so some of the links may be dead. The individual site descriptions and evaluations are useful.
***Financial Services Information Sources ( New York Public Library SIBL)
- Comprehensive collection and description of electronic and print resources
- Useful both for recommendations about web sites and core print sources that can be accessed via local public and academic libraries
- This link takes you to an Economic Calendar which contains the most frequently used and influential macroeconomic data, such as Housing Starts, CPI, PPI, the Consumer Confidence Report, Auto and Retail Sales, and more
News & Commentary
***Investorguide.com News & Commentary
- Excellent collection of links covering news about: Stocks, Markets, Economy, Investing & Financial Commentary, Personal Financial News, and more
***CEOExpress
- One of the best collections of all-purpose business and financial-related web sites
Standard & Poor's Trends and Projections
- Trends & Projections - 8 page monthly report
- Offers detailed historical, current, and forecasted data based on key economic indicators and global economic activity
- Analyzes recent developments in the stock market
- Available in local public or academic library as part of S&P Industry Surveys subscription
Finding Business News (Baker Library, Harvard Business School )
- Links to the core free web sites providing current financial, investing, and business news; many include ability to schedule email alerts
Quick access to federal and state forms and instructions, IRS publications, and current tax rates and schedules
- Links to Federal and State tax forms and instructions and IRS Publications
- Tax rates and schedules
Calculators for making financial decisions
The MotleyFool Foolish Calculators
GLOSSARIES OF FINANCIAL & INVESTMENT TERMINOLOGY
Definitions on the fly
75 Basic Terms for the Beginning Investor (National Association of Investors Corp.)
Kiplinger.com Personal Financial Terms You Should Know
American Association of Individual Investors Glossary of Terms
Understanding the jargon and getting the most out of search engines
Glossary of Internet & Web Jargon (Library, UC at Berkeley )
EVALUATING CONTENT AND WEB SITES
Tips for deciphering the Internet's good, the bad, and the ugly
You Could Get Scammed! (SEC
Investor Protection)
SEC offers warnings about and guidance on how to avoid getting
scammed by investment fraud offers
ADDITIONAL BUSINESS INFORMATION SOURCES
Looking for other types of business information, such as company, industry, orfinancial information? The following links contain both recommended web-based and print sources
NOTE: Some of the databases referenced are available only to Goizueta or Emory students and faculty due to licensing restrictions
Goziueta
Business Library Research Aids
A series of guides created to help users conduct research across
different types of business areas; click on this link to see all
of the available guides
Company & Industry Intelligence
