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Finance: Investing Guide

Investing & Stocks

Table of Contents

Investing & Stock Reference Resources

Comment Icon0 Reference materials are shelved alphabetically by call number in the Reference Room.

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  • The A to Z of Wall Street REF HG4513 .H56 1988
    Concise explanations for more than 2,500 common investment terms and phrases such as bull and bear markets, correction, initial public offering, zero coupon bond and fixed-income securities. Written to provide an understanding of the language of investing for both the individual and professional.
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  • Barron’s Finance & Investment Handbook REF HG173 .D66 2007
    The objective of the Handbook is to join in one volume the different elements that together make up today’s world of finance and investment. Part I: How to Invest Your Money: 30 Key Personal Investment Opportunities; Part II: How to Read an Annual Report; Part III: How to Read the Financial News; Part IV: Dictionary of Finance and Investment; Part V: Finance and Investment Ready Reference (Sources of Information and Assistance; Major Financial Institutions; Mutual Funds; Historical Data; Publicly Traded Companies).
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  • Ben Bernanke’s Fed: The Federal Reserve After Greenspan REF HG2563 .H34 2008
    In this first in-depth look at Bernanke’s chairmanship of the Fed, Ethan S. Harris, Lehman Brothers’ Chief U.S. Economist, demystifies the policy choices and pronouncements of the Fed chair and explains how they influence the global economy. Harris’s accessible portrayal also helps you understand and anticipate Bernanke’s decisions and communications, putting his actions into clear context. Harris explains how Bernanke’s academic research and experience shape his choices in the extremely challenging environment he inherited from Alan Greenspan.
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  • Common Stock Newspaper Abbreviations and Trading Symbols
    REF HG4636 .J37 1989 (1 volume + supplement)
    The purpose of this book is to provide the user with quick and ready references to the following information for companies with common stock: 1) The company name. 2) The Associated Press abbreviation for the company name as it appears in newspaper stock quotations. 3) The primary U.S. stock exchange or market where the company’s stock is traded. 4) The trading or ticker symbol for the company.
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  • Common Stock Price Histories, 1910-1987 REF HG4916 .C65 1988
    Stock Market Indexes; Bond Market Indexes/Interest Rates/Misc.; Wholesale and Consumer Price Indexes, Gold, Silver and Selected Commodities; Purchasing Power Charts; International Currencies; Common Stock Performance Tables; Selected Logarithmic Stock Charts; Common Stock Prices.
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  • The CRB Encyclopedia of Commodity and Financial Prices REF HG6046 .C74 2009x
    This unique reference guide provides the “big picture” for anyone dealing in the commodity or financial markets by delivering long-term charts and written historical analysis, as well as supporting data on a CD-ROM. This book contains a wealth of authoritative data, all compiled by the Commodity Research Bureau (CRB), the organization of record for the commodity industry. The Encyclopedia is essential for anyone who needs commodity and financial charts, analysis, and data in one quick and easy-to-use reference book.
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  • A Dictionary of Finance and Banking REF HG151 .D54 2008
    Oxford University Press. Covers all aspects of finance and banking, from personal investments to international trading. It is indispensable for students and professionals of accountancy, banking, and commerce, and ideal for anyone involved in public finance or financial trading. Over 5,100 entries. Expanded coverage of central banking and monetary policy. New feature panels on key topics, including the Financial Times Share Indexes and bankruptcy law. Up-to-date coverage of the world’s important financial centres, reflecting recent changes to financial institutions.
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  • Dictionary of Investing REF HG4513 .R67 1993
    Clear, concise, multicontextual definitions of over 7,500 words, terms, and concepts. Includes foreign words and phrases as well as historically relevant terms. Commonly used symbols, acronyms, and abbreviations. Thorough coverage of securities and investing law and regulation. Thoroughly cross-referenced.
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  • Directory of World Stock Exchanges REF HG4551 .D53 1988
    Includes information such as trading hours, types of instrument traded and settlement procedures, as well as statistics on trading volumes, regulatory and tax regimes, membership structures, and the history of exchanges.
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  • The Dow Jones Averages, 1885-1990 REF HG4915 .D6433 1991
    Complete source of daily averages. Its introduction details how the averages began, when and what changes have taken place and why averages compiling has had to change. A complete chronological history explains why certain stocks were used during various periods to compile the averages. Lists the daily figures month-by-month. Supplies you with all the data and background necessary to effectively use and understand the important indicators of stock market activity.
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  • Everyday Finance: Economics, Personal Money Management, and Entrepreneurship
    REF HB171 .E93 2008 (2 volumes)
    The purpose of this book is to introduce the field of economics, as well as its related topics personal money management and entrepreneurship, in a simple, meaningful way. It shows that economics, personal money management, and entrepreneurship are related to our ordinary everyday lives. The word finance, which has several meanings, is used to describe anything related to money and the economy. Everyday Finance was motivated by the growing awareness in the United States that economic literacy is essential for functioning in the modern world.
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  • The Handbook of Financial Market Indexes, Averages, and Indicators REF HG4636 .B49 1990
    A detailed explanation of the workings of the world’s various major financial market barometers. From which stocks, bonds, commodities, and mutual funds are used to how they are calculated, Howard Berlin details the inside information you need to know to understand what the numbers really mean. Charts, graphs, and formulas help you understand the interaction of variables used in market measurements. Berlin covers over 200 major financial market averages and indexes in over 24 countries.
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  • The Harvard Business School Guide to Careers in Finance REF HG65 .F56 2002
    Details the trends in finance, describes the industry’s vast and varying career opportunities, and provides guidance on the recruiting process. Included are profiles of leading investment banks, commercial banks, and Fortune 500 companies that hire MBAs; a selected bibliography; and a useful glossary of finance terms.
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  • The Illustrated Encyclopedia of the Securities Industry REF HG4513 .P463 1988
    This comprehensive reference guide will help you find your way through the intricate world of Wall Street. In-depth knowledge of account management, futures and options trading, how to understand financial statements and annual reports, how to use the financial press more effectively, and more. Alphabetically organized by keyword with helpful cross-references.
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  • International Encyclopedia of Technical Analysis REF HG4529 .I584 2000x
    Practical, useful, and comprehensive guide to all the major and minor technical analysis systems used by investors and financial professionals. Technical analysis systems are discussed in depth, with detailed attention to the pros and cons of each. In addition, the Encyclopedia offers a “mini-dictionary” of the terms, concepts, and market issues which are part of the technical analysis landscape. It presents each trading system and strategy complete with related terms, charts, graphs, analysis, full explanations with illustrations, and examples.
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  • The Irwin Guide to Using The Wall Street Journal REF HB3743 .L44 2005
    The Wall Street Journal is the authoritative source for business news in America; it is published coast to coast; and it has one of the largest daily circulations of any newspaper in the country. By focusing on a handful of key statistical reports in the Journal, you can acquire a surprisingly quick and firm comprehension of the ups and downs of the American business economy. This book was designed to help you develop a sound overview of our economy, thus making your grasp of economic events as well as your business and investment decisions more informed and more confident.
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  • Mergent’s Dividend Achievers REF HG4050 .M66
    Quarterly publication. Profiles U.S. companies that have increased their regular cash dividends annually for ten or more consecutive years. For each Dividend Achiever company, this handbook provides a full-page profile with in-depth investment criteria, including a stock performance chart, dividend record, business description, up to 8 years of financial results and ratios, analysis of recent developments, and more. At a glance, you can determine how a company has performed in the past and if it warrants further investigation. This latest edition also includes valuable rankings, such as ten-year average annual dividend growth rates; one-, three-, and five-year total returns; top twenty returns on equity and assets; plus the top twenty rankings by revenue, net income, total assets, long- and short-term price scores, and highest and lowest P/E ratios.
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  • Mergent’s Handbook of Common Stocks REF HG4501 .M59
    Quarterly publication. Key financial statistics on approximately 900 New York Stock Exchange-listed issues. Presents market data, performance ratios, stock prices, and dividend information of recent quarterly results as well as future prospects in succinct one-page profiles.
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  • Mergent’s Handbook of NASDAQ Stocks REF HG4501 .M58
    Quarterly publication. Key financial statistics on companies listed on the NASDAQ Stock Exchange. Presents market data, performance ratios, stock prices, and dividend information as well as recent quarterly results and future prospects in succinct one-page profiles.
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  • Money, the Financial System, and the Economy REF HG173 .H8 2008
    Clearly and succinctly demonstrates how using economic tools to understand the workings of financial markets and institutions can help you interpret current events, predict future developments, and make better economic decisions. R. Glenn Hubbard uses this idea as an organizing principle, presenting real-world applications in a way that encourages critical thinking about financial markets, institutions, and monetary policy.
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  • Reading and Understanding the Financial Times REF HG4026 .B596 2008
    Incorporates a selection of topical Financial Times articles with recurrent themes relating to some of the most important issues in the world of corporate finance. The chosen articles are analysed in depth leaving you armed with a new vocabulary of key financial terms and ready to conduct your own analysis next time you read the FT for business or pleasure.
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  • The Securities Industry Glossary REF HG4513 .S427 1988
    Definitions of 2000 securities related terms: Stocks (common, preferred); Bonds (corporate, municipal, government); Mortgage-backed securities; Options; Futures; The over-the-counter market; The exchanges; Operations; Compliance; and more.
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  • Standard & Poor’s 500 Guide: America’s Most Watched Companies: 2008 Edition REF HG4057 .A4758 2008
    Includes for all 500 of the companies listed in the S&P 500 index: Summaries of each company’s business activity, sales history, and recent developments; Earnings and dividend data, with three-year price charts; Exclusive Standard & Poor’s Quality Rankings (from A+ to D). In addition, unique at-a-glance charts detail: Stocks with A+ Quality Rankings; Companies with five consecutive years of earnings increases – a key indicator of strong long-term performance; Companies with 10 consecutive years of increasing dividends.
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  • TheStreet.com Ratings’ Ultimate Guided Tour of Stock Investing REF HG4527 .W44 FALL 2008
    Part I: Understanding Stock Basics; Exploring Market Indices; Diversifying Your Portfolio. Part II: Establishing Financial Goals; Discovering Your “Risk Zone;” Saving to Invest. Part III: Identifying Quality Stocks; Selecting a Broker; Monitoring Your Investments. Appendix. Glossary. Index of Stock Ratings.
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  • Vault Career Guide to Sales & Trading REF HG4910 .G33 2007x
    This guide shows you how to break into sales & trading, with an inside look at career paths, the real deal on interview questions and the scoop on the financial products you need to know.
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  • Vault Guide to Finance Interviews REF HG173 .B479 2007x
    Almost 150 actual finance interview questions with detailed answers, key concepts and easy-to-follow charts and frameworks. Valuation techniques, bonds and interest rates, options and derivatives, mergers and acquisitions, what finance interviewers are looking for in a candidate.
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  • Wall Street Words: An Essential A to Z Guide for Today’s Investor REF HG4513 .S37 1997
    Nearly 4,000 clearly defined terms. Explanations of the whys and wherefores of investing are provided in nearly 50 tips contributed by experts in areas of finance and investment. More than 60 case studies distributed throughout the book reveal “real-world” applications of concepts. Clear examples of technical charts used by industry analysts are contained in a special reference section.
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Business Databases: Stock Analysis

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  • BUSINESS SOURCE COMPLETE / OFF CAMPUS ACCESS
    ABOUT BSC
    / BASIC SEARCH HELP SHEET
    / BSC USER GUIDE
    Scholarly business database, providing bibliographic and full text content. BSC provides full text journals in all disciplines of business, including marketing, management, MIS, POM (Production & Operations Management), accounting, finance and economics. Additional full text, nonjournal content includes financial data, books, monographs, major reference works, book digests, conference proceedings, case studies, investment research reports, industry profiles, market research reports, product reviews, country reports, company profiles, SWOT analyses and more.

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    • Find articles from business publications about your company:
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      • Enter search terms and click on Search to obtain a list of relevant articles
      • Click on article title for citation information and article abstract
      • Click on HTML Full Text or PDF Full Text to retrieve full text of article
      • If no HTML or PDF link, click on Find It! to see if it is full text in another database
    • Find a Datamonitor Report for your company:
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      • At BSC opening search screen, click More on the blue toolbar at the top of the screen
      • Select Company Profiles
      • Enter the name of your company in the search box and click on Browse
      • Click on Datamonitor Report for your company
    • Find and search specific publications within Business Source Complete:
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      • At BSC opening search screen, click on Publications on the blue toolbar at the top of the screen
      • Enter title of a specific publication in Publications search box and click on Browse
      • Click on the title of the publication
      • To find specific issues, click on the years listed at the right and select the desired issue
      • To search all available issues of the specific publication, click on Search within this publication directly above list of years and enter term(s) in the search box(es)
      • Examples: Morningstar StockInvestor, Morningstar DividendInvestor
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  • LEXISNEXIS ACADEMIC / OFF CAMPUS ACCESS
    LEXISNEXIS ACADEMIC WIKI /
    YOUTUBE VIDEO TUTORIALS
    Provides access to a wide range of news, business, legal, medical, and reference information from nearly 7,000 sources, most of them available in full text. The service covers newspapers, magazines, wire services, federal and state court opinions, federal and state statutes, federal regulations, and SEC filings. News information is updated daily and wire services several times daily.

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    •  At opening screen, enter Company Name OR Ticker Symbol in “Get Company Info” search boxes and click Go
    • To access Company Dossier, click on Companies (blue tabs on left), then Company Dossier.
    • To access Company Profiles, click on Companies (blue tabs on left), then Company Profiles. Select specific sources from the “Select Source(s)” box.
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  • MERGENT ONLINE / OFF CAMPUS ACCESS
    MERGENT ONLINE QUICK TIPS
    /
    MERGENT ONLINE BASIC SEARCH
    Business information, including financial reports, company news and securities data.

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    • If you use the on campus link, access is only provided for the USA Company Database.
    •  If you authenticate using the off campus access link, access is provided to the USA Company Database, International Company Database, and D&B Private Company Database.
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    • Fundamental data on over 60,000 global publicly traded companies
    • Annual reports for over 300,000 companies worldwide
    • Coverage on over 1,000,000 domestic and international private companies
    • Industry reports covering North America, Asia Pacific, Europe and Latin America
    • Executive biographies on over 200,000 confirmed corporate executives, updated daily
    • Microsoft Excel plug-in for data modeling and analysis
    • Equity research reports with analyst recommendations covering over 4,000 large-cap and mid-cap companies
    • Institutional holdings and insider transaction data, updated data
    • Up to 35 years of adjusted and unadjusted end-of-day equity pricing data
    • Basic Search: Enter ticker symbol or company name in search box and choose from dropdown menu or click Go!
    • Use tabs to view Company Details, Executives, Ownership, Company Financials, Equity Pricing, Reports (Annual, Industry, Equity, Mergent), Filings (SEC), News, Competitors, Report Builder
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  • REFERENCE USA: U.S. BUSINESSES / OFF CAMPUS ACCESS
    USING REF USA
    / SAMPLE SEARCHES /
    REF USA TOUR
    U.S. Businesses Search
    : This database of 14 million U.S. Businesses contains verified, accurate data and is updated monthly. Customize your search form according to Name, Business Type, Geography, Phone, Business Size, Ownership, or Special Selects.

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    • After entering Reference USA, click on U.S. Businesses, then Custom Search tab
    • Find a Company Profile:
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      • Click on Company Name , select Company Name and enter your company’s name in search box
      • Click on Financial Data, select Ticker Symbol and enter your company’s ticker symbol in search box
      • Click on View Results
      • Select appropriate Company Name to access the Company Profile
    • Information includes: Location Information, Business Profile, Industry Profile, Business Demographics, Management Directory, Company News, Stock Data (SEC filings), Business Expenditures, Historical Data (annual reports), Corporate Tree, etc.
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  • REGIONAL BUSINESS NEWS / OFF CAMPUS ACCESS
    ABOUT REGIONAL BUSINESS NEWS

    Collection of full text newswires that incorporates news information from all over the world. Information provided by these sources covers business, political, economic and other diverse, international news events. In order to maintain the most current collection of news, this database contains the most recent 30 days of information from each of these wire sources.
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  • STANDARD & POOR’S NETADVANTAGE / OFF CAMPUS ACCESS
    NETADVANTAGE USER GUIDE
    / NETADVANTAGE TOUR
    Comprehensive source of business and investment information, offering on-line access to popular Standard & Poor’s research products, such as Industry Surveys, Stock Reports, Corporation Records, The Register of Corporations, Directors and Executives, The Outlook, Mutual Fund Reports among others.

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    • Standard & Poor’s Stock Reports:
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      • In Publication Search box in right column choose Stock Reports from Select Publication dropdown menu
      • Select Ticker or Company Name from Search by dropdown menu
      • Enter company name or ticker in Enter box and click on arrow to access S&P Stock Report
    • Companies tab:
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      • At S&P’s opening screen, click on the Companies tab on the top toolbar
      • Box on left side contains links to Market Snapshots, Outlook’s Market Insight, Stovall’s Sector Watch, Takeover Talk, Stock Picks and Pans, Focus Stock of the Week, etc.
    • Find a Company Profile:
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      • From Companies tab, select Company Profile from Select Publication box, choose Ticker or Company Name from Search by box, enter ticker or company name in search box, and click on arrow
      • Overview includes Business Summary and Company Fact Sheet
      • Navigate company profile from links on left side of screen
  •  VALUE LINE RESEARCH CENTER / OFF CAMPUS ACCESS
    VALUE LINE GUIDES /
    HOW TO USE VALUE LINE PAGES
    Helps investors get the most accurate and independently created research information available, in any format they choose, and teach them how to use it to meet their financial objectives.

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    • The Value Line Investment Survey:
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      • At Value Line opening screen, click on Standard Edition under Quick Index on left side of screen
      • Enter ticker symbol in Lookup Company box and click on gold Value Line icon
      • Click on PDF icon to access page from print version of The Value Line Investment Survey
      • Click on HTML icon to access a Custom Report from Value Line, which includes Business Profile, Company Commentary, Company Performance Chart, Financial Statement Information, Industry Commentary, Industry Peers, Fund Owners, Social Responsibility, EDGAR Filings, Insider Table, etc.
    • Model Portfolios:
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      • To illustrate how an investment strategy can meet different goals, Value Line analysts select and maintain three model portfolios, each with a distinctive investment objective. All three portfolios hold 20 stocks.
      • To access the 3 model portfolios, click on Standard Edition under Quick Index on left side of opening screen and select Model Portfolio 1, Model Portfolio 2, or Model Portfolio 3

Corporate Reports on the Web

Investing & Stock Web Resources

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  • AAII: American Association of Individual Investors
    James Cloonan, Ph.D. founded AAII in 1978 because he firmly believed that individual investors armed with effective investment education materials and a bit of dedication could outperform the popular market averages. Thirty years later, the 150,000 members of AAII report investment returns that are consistently higher than those of the stock market as a whole.
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  • Big Charts
    Comprehensive and easy-to-use investment research website, providing access to professional-level research tools such as interactive charts, quotes, industry analysis and intraday stock screeners, as well as market news and commentary.
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  • CFA Institute
    Global, not-for-profit association of investment professionals that awards the CFA (Chartered Financial Analyst) and CIPM (Certificate in Investment Performance Measurement) designations. They promote the highest ethical standards and offer a range of educational opportunities online and around the world.
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  • The Financial Forecast Center
    Website specializing in the generation and publication of forecasts related to money: savings, investments, finance, economics, employment and loans. The forecast models are 100% quantitative and use a global, long-range economic dataset. Thus, the forecasts are very objective.
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  • FINRA: Financial Industry Regulatory Authority
    FINRA is an independent regulator for securities firms doing business in the United States. They oversee nearly 5,000 brokerage firms, 175,000 branch offices and 680,000 registered securities representatives. Their chief role is to protect investors by maintaining the fairness of the U.S. capital markets.
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  • INO: Investment News Online
    Specializes in the futures and options markets, serving traders worldwide with a continuous information service of quotes, charts and news. Also a storefront for trading tools, charts, publications, educational courses and other resources.
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  • Investopedia.com
    Dictionary, Articles, Tutorials, Exam Prep, Ask Us, Stock Simulator, Stock Community, Stock Ideas, Free Tools.
  • Investopedia.com: Investing Basics
    Check here to learn the fundamentals of investing. From stocks to bonds to asset allocation strategies, everything is explained from the perspective of a new investor.
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  • InvestorFactSheets.com
    Provides access to investor fact sheets in their actual format in one single location. An investor fact sheet is one of the essential tools of investor communications. A fact sheet tells a company’s story, providing an up-to-date “snapshot” of where a company is and where it’s going. The key sections are: Company Profile, Market Facts, Financial Highlights, Forward Strategy, and Management.
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  • InvestorGuide.com
    The site’s mission is to empower individual investors to take control of their finances and investments through the Internet. InvestorGuide.com believes that every investor, regardless of experience, can benefit from a guide designed to help them sort through all of the investing information on the Internet. Sections that benefit everyone equally are those covering online brokers, stock information, and a comprehensive list of publicly traded companies (including home pages, research, and discussion).
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  • InvestorLinks.com
    A financial resource website offering a comprehensive financial directory, with links and descriptions to over 12,000 financial websites. Free portfolio tracker, emailed news alerts, message boards, stock quotes and indices.
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  • The Investor’s Clearinghouse
    From the Alliance for Investor Education; dedicated to facilitating greater understanding of investing, investments and the financial markets among current and prospective investors of all ages. They pursue initiatives for education and join with others to motivate Americans to obtain objective information and increase their knowledge and understanding of investing.
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  • InvestorWords.com
    Comprehensive financial glossary including over 6,000 definitions and 20,000 links between related terms.
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  • Kiplinger.com
    Offers the same great advice that’s in their magazine, and more, including: Interactive calculators, up-to-the-minute business news, stock and mutual fund quotes, deposit account yields and credit rates. Web-only columns offer timely insight into today’s trends, and a collection of tutorials and Starting Out articles will introduce you to common financial concepts and show you how to get the best deals.
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  • Morningstar.com
    Get a level-headed perspective on the market with Morningstar video reports, articles, data, and tools. Dig into their lineup of e-newsletters and investing classroom courses outlining strategies for maximizing your investments. Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts. Track your investments and watch lists with Portfolio Manager. Customize your view with comprehensive stock, fund, and ETF data.
  • Morningstar.com: Stocks
  • Morningstar.com’s Investing Classroom
    Choose from 172 different courses on stocks, funds, bonds, and portfolio building and monitoring.
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  • The Motley Fool
    The Motley Fool is a multimedia financial-services company dedicated to building the world’s greatest investment community. Reaching millions of people each month through its website, books, newspaper column, television appearances, and subscription newsletter services, The Motley Fool champions shareholder value and advocates for the individual investor.
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  • MSN Money: Investing
    Stock market news, quotes, charts & commentary.
  • MSN Money: Stock Research
    Quotes, Charts, News; Research Tools (StockScouter, Company Report, Earnings Estimates); Guided Research (Research Wizard); Find Stocks (Stock Screener, Top-Rated Stocks, MSN Money Expert Stock Tips).
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  • NYSSA: New York Society of Security Analysts
    Incorporated in 1940, its purpose remains true to this day: to establish and maintain a high standard of professional ethics in the security analysis field; to improve analytical techniques; to foster the interchange of ideas and information among security analysts; and to promote proper understanding of the function of financial and security analysis and the operation of the security markets. As a not-for-profit educational organization, NYSSA is committed to the promotion of best practices and the highest professional and ethical standards in the investment industry. NYSSA also strives to assist members and other financial professionals in their career development.
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  • PCQuote
    A subsidiary of Money.net Inc., PCQuote.com is one of the world’s premier electronic providers of real-time securities quotations, news and investment tools via the Internet. Headquartered in New York City, Money.net’s mission is to empower the individual investor with direct access to accurate, timely and complete financial and business information – all designed to help individuals make educated investment decisions.
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  • Quote.com
    Charts; U.S. Markets; Global Markets; News & Commentary; Portfolio/Tools; Personal Finance.
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  • Reuters: Stocks
    Enter a stock symbol and choose Stock Overview, Financial Highlights, Ratios, Estimates, Officers & Directors, Financial Statements, Recommendations, or Analyst Research, then click Go!
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  • Security Traders Association
    Committed to promoting the interests of its members throughout the global financial markets, providing representation of these interests in the legislative, regulatory and technological processes, while fostering goodwill and high standards of integrity.
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  • Seeking Alpha
    A provider of stock market opinion and analysis from blogs, money managers and investment newsletters, and a provider of its own high-value, complementary financial content. ‘Alpha’ is a finance term referring to a stock’s performance relative to the market; it’s used more loosely by fund managers to describe beating their index, so every stock picker is “seeking alpha”.
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  • SIFMA: Securities Industry and Financial Markets Association
    The SIFMA represents the industry which powers the global economy and is the single powerful voice for strengthening markets and supporting investors the world over. Their organization is dedicated to representing more than 650 member firms of all sizes, in all financial markets in the U.S. and around the world. They are committed to enhancing the public’s trust and confidence in the markets, delivering an efficient, enhanced member network of access and forward-looking services, as well as premiere educational resources for the professionals in the industry and the investors whom they serve.
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  • Silicon Investor
    A single source for worldwide financial data, news and discussion.
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  • Social Investment Forum
    National membership association dedicated to advancing the concept, practice, and growth of socially and environmentally responsible investing (SRI). Members integrate economic, environmental, social and governance factors into their investment decisions and SIF provides programs and resources to advance this work. SIF’s membership includes more than 500 social investment practitioners and institutions, including financial professionals, analysts, portfolio managers, banks, mutual funds, researchers, foundations, community development organizations, and public educators.
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  • StockCharts.com
    SharpCharts tool lets you create financial charts. Scan Engine shows you the market’s best investing opportunities. Chart School is full of easy-to-read educational articles. Chief Technical Analyst, John Murphy, guides you through the markets with expertise.
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  • Stock Maven Research Center
    Stock research center, real time quotes and news, live financial markets data, research tools to evaluate and track stocks of publicly held companies.
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  • StockSelector.com
    Tools for short-term traders and long-term investors to find successful ideas to fit their strategies and to keep informed of the stocks they follow or hold. Take a macro look at the market and by industry, narrow down to specific stocks and the right time, then use the portfolio to monitor the stocks and be alerted of changes.
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  • TheStreet.com
    TheStreet.com, Inc. is a leading financial media company whose network of Web sites serves as a premier online destination for all areas where money and life intersect.
  • TheStreet.com: Glossary
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  • Superstar Investor
    Provides descriptive summaries and 20,000 links to the top investing sites on the Internet. Categories include business and financial news, online broker ratings, quotes and charts, U.S. and international stock indexes, mutual funds, portfolio tracking, insider trading data, SEC filings, investor education centers, message boards and other investment-related topics. An extensive Q&A Forum covers 40 topics, including afterhours trading, analyst ratings, closed-end funds, ETFs, hedge funds, historical quotes, sector analysis and sentiment indicators. A guide to the most complete and reliable investment information on the Internet. It highlights the BEST sites, offering clearly written descriptive summaries that serve as a guide to the content within those sites. The level of detail and ease of use make Superstar Investor a unique and valuable financial resource.
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  • Value Line
    Their mission is to provide investors with the most accurate and independently created research information available, in any format they choose, and teach them how to use it effectively to help meet their financial objectives.
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  • Wall-Street.com
    Links to financial sources on the Internet: Thousands of publicly traded companies with financial data online; Financial magazines, newspapers and newsletters – plus investment discussion groups; Stock prices, mutual funds, futures; Banking, lending, credit institutions and many forms of E-Cash; Stock exchanges, including the new cyber-exchanges; A universe of financial services including stockbrokers, securities analysts, portfolio managers; Consumer investment and money management advice.
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  • ZacksInvestmentResearch
    In 1978, Len Zacks discovered the power of earnings estimates revisions to enable profitable investment decisions. Today, that discovery is still the heart of the Zacks Rank, a peerless stock rating system whose Strong Buy recommendation has an average return of 28% per year. A wealth of resources for individual investors is available at Zacks.com. You will find web features to empower your own investment decisions.

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