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INVESTMENT And PERSONAL FINANCE SOURCES |
Web Sites
Company Information
Corporate Information
www.corporateinformation.com Free company snapshots including foreign corporations. Use “Company Search” box on left.
Hoover’s Online
www.hoovers.com Lots of valuable information available for free, but in depth information is fee based.
Company Financial Information
Annual Reports
www.annualreports.com Free annual report service that covers many, but not all, public companies.
SEC Filings & Forms (EDGAR)
www.sec.gov/edgar.shtml Database of company financial filings that are required by the U.S. Securities & Exchange Commissions.
Yahoo! Finance
finance.yahoo.com Includes company profiles, company news, key statistics, listings of competitors, industry information, SEC filings, historical information and analyst coverage. Also stock and mutual fund screeners.
Market Analysis and Commentary
ClearStation
www.clearstation.com This website provides fundamental and technical information helpful in analyzing and evaluating stocks. An education section demystifies technical analysis for the novice. Includes A, Z, hot sector, and hot industry lists.
FundAlarm
FundAlarm.com Independent site devoted to the issue of when it’s time to sell a fund
Market Watch
www.marketwatch.com Market analysis with news and commentary. Research tools include stock screener and mutual fund finder.
Market News
Bloomberg
www.bloomberg.com Market news and financial reporting as well as articles by Bloomberg columnists. Includes Bloomberg videos and Podcasts. Portfolio tracker, too.
CNNMoney
CNNMoney.com Giant website with articles from Fortune, Money and Business 2.0. Covers business and investment news, markets, rankings, personal finance info and more.
Personal Finance & Investment Planning
Money Central
Moneycentral.msn.com Excellent website for news, investment information, and planning. Especially valuable for researching stocks and mutual funds or see their lists of top-rated stocks. Use website to compare different 401K allocations.
Bankrate.com
www.bankrate.com Website aggregates financial rate information so that the best bank rates for loans, CD yields, and other services can be found. Site includes practical advice on many topics including car loans, mortgages, credit cards, and personal loans. Many financial calculators.
Cardweb.com
www.cardweb.com Search lists of no-fee and low-rate credit cards, rebate cards, reward cards, secured cards, and even some union cards for the card that is right for you.
Motley Fool
www.fool.com The Motley Fool website has lively online forums and a wealth of information.
Historical Data
Big Charts
www.bigcharts.com Excellent resource for both historical data and charting. Many chart options are available including averages, indicators, and comparisons as well as different chart formats.
Online Databases
Links to these databases can be found at www.burlingtonpubliclibrary.org under the research button.
General Business File ASAP, part of the online subscription database InfoTrac, contains excellent business and investment information. To locate business articles use a keyword or subject search. To locate investment reports, company profiles or SIC descriptions click advanced search on left side of screen. You now have the option at bottom of screen to search investment reports, company profiles or SIC descriptions. Available from home to patrons with a Massachusetts library card.
ReferenceUSA is a directory of 14 million U.S. companies searchable by name, location, type of business, business size, sales or any combination of these. Available from home to patrons with a Burlington Library card.
Resources in the Library
Morningstar Mutual Funds
Standard and Poor’s Outlook
Value Line Investment Survey
(we carry the regular edition as well as the Small and Midcap Edition)
Newspapers
Barron’s, Banker & Tradesman ,Investor’s Business Daily, Wall Street Journal
Magazines
Forbes, Fortune, Kiplinger’s Personal Finance Magazine, Money, Smart Money
A sampling of the many BOOKS in our circulating collection.
Personal Finance
Bach, David. Start Late, Finish Rich [332.024 BAC]
Braverman, David J. The Standard & Poor’s Guide to Saving and Investing for College [378.3 BRA]
Hanson, Jon. Good Debt, Bad Debt [332.024 HAN]
Leamy, Elisabeth. Save Big [332.024 LEA]
Orman, Suze. Women & Money [332.024 ORM] Also at the same call number are more of her books:
Pond, Jonathan. Safe Money in Tough Times [332.024 PON]
Quinn, Jane Bryant. Making the Most of Your Money Now [332.024 QUI]
Ramsey, Dave. The Total Money Makeover [332.024 RAM]
Yeager, Jeff. The Cheapskate next door [332.024 YEA]
Retirement
Armstrong, Frank, III & Paul Brown. Save your Retirement [332.024 ARM]
Brock, Fred. Retire On Less Than You Think [332.024 BRO]
Corbett, David. Portfolio Life [332.024 COR]
Jason, Julie. The AARP Retirement Survival Guide [332.024 JAS]
Slott, Ed. Your Complete Retirement Planning Road Map [332.024 SLO]
Solin, Daniel. The Smartest Retirement Book You’ll Ever Read [332.024 SOL]
Investments
Altucher, James. The Forever Portfolio [332.6322 ALT]
Cramer, Jim. Jim Cramer’s Getting Back to Even [332.6322 CRA]
Lynch, Peter. One Up On Wall Street [332.63 LYN]Also by same author Beating the Street [332.6322 LYN]
Malkiel, Burton Gordon. The Elements of Investing [332.6 MAL]
O’Shea, Peter. Beating the S & P with Dividends [332.6322 OSH]
Solin, Daniel. The Smartest Investment Book You’ll Ever Read [332.678 SOL]
Town, Phil. Payback time [332.6 TOW]
updated 7/2010
