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General | Global | Gold | Government
Hedge Funds | Historical
Indices | Institutional | §Insurance§ | Interest Rates | Invest Online | Investment Behavior | Investment Tools | IPO's | IRA's
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Savings Plans | Software | §SOFTWARE§ | Spreadsheets
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§TAXES§ | Technical Analysis | Television | Theories | Ticker Tape | Tools, Investment | Trading | Trends | Tutorials
Venture Capital | Video

(Click above to jump to the Listings on this page.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
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401k
also see.. IRA, Retirement

DIRECTORIES-401k
dmoz.org Open Directory | Google.com | Yahoo.com (search)

401k.com (from Fidelity Investments), About
Basics
Contributing
Loans from your account
FAQs about Changing Jobs, Options when you change jobs
Minimum Required Distributions (MRDs) required withdrawals, Options when you retire
Taxes
Tools, Worksheets, and Calculators
Withdrawals

National Association of Securities Dealers (NASDR)
Investor Education
    º Smart Investing: 401k

U.S. Dept of Labor, Workers: A Look At 401(k) Plan Fees for Employees

WikipediaUse It!
401(k)
401(k) IRA matrix comparisons: 401(k), Roth 401(k), Traditional IRA's & Roth IRA's


^ INVEST


ADVICE, CONSUMER ADVICE
also see.. Tools, Regulatory Actions/Complaints, Television & Video

JasonZweig.com

JohnCBogle.com @WordPress.com
Robert Hiltonsmith @ Demos.org

Social Science Research Network (SSRN)
    º Bodie, Zvi scholarly papers

WealthTrack.com Public Television series on long-term diversified investing with Consuelo Mack

Wikipedia
Bogle, John C. (1929)
    º Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor
    º The Vanguard Group
Employee Retirement Income Security Act (ERISA)
Employee Retirement Income Security Act
Fiduciary most investment managers have a non-fiduciary relationship with the customer
Ghilarducci, Teresa
Graham, Benjamin (1894-1976)
    º The Intelligent Investor
Index fund
Inflation-indexed bond
Pension
Pension Benefit Guaranty Corporation
Pension Rights Center
Securities Investor Protection Corporation
Self-dealing
United States Treasury security
    º #TIPS Treasury Inflation-Protected Securities
Bodie, Zvi

ZviBodie.com

^ INVEST
ARTIFICAL INTELLIGENCE (AI) & COMPLEX SYSTEMS
also see.. §AI§ §CHAOS§

Santa Fe Institute's Artificial Stock Market, open source software from SourceForge.net
• using the Swarm Toolkit from Swarm.org
Swarm download page

^ INVEST
QUOTES, RESEARCH, TECHNICAL ANALYSIS, TRENDS & FORECASTING
also see.. Charts, Fundamental Analysis, Indices, Stocks,

DIRECTORIES-Research & Amalysis
dmoz.org Open Directory | Google.com | Yahoo.com

123Jump.com
Analysis Archive
IPO Center
Quotes & News

Australian Financial Review (AFR.com)
Asia, World
MarketTools
MarketWrap
    º Commodities, Equities, IPO's, Money
SmartMoney

Bank of Montreal (BMO) Economics, Economic Research and Analysis

Bloomberg.com (Ads!)
Charts & Analysis

BollingerBands.com, About, FAQ
Charles Schwab

Damodaran OnlineUse It! Professor Aswath Damodaran, New York U
Class List
Corporate Finance
The Data Page how to collect data from a variety of sources
    º Getting Data from Bloomberg (pdf)
Investment Management
Papers & Research
Spreadsheet Programs
Valuation
Web Casts

DecisionPoint.com ($)
Chart Spotlite quick, "lite" analysis of security, market index & market indicator charts
Glossary Technical Analysis Terms with examples
Technical Analysis Short Course
Top Advisor's Corner articles

EconoMagic.comUse It! (recheck site) Links

Financial Forecast CenterUse It! (Market Research International, neatideas.com) forecasts & historical trends
Gold
• Money Rates: Fed ( Discount, Funds ), Prime Rate
• Dow Jones: Composite, Industrials, Transports, Utilities
NASDAQ, NYSE Comp, Russel 2000, S&P 500, Wilshire 5000
Nikkei

GaryAScott.com, Cycles, Markets, Trends...Wars, 100 Year DJI Chart
Hoover's Online ($)
InveStars.com analysis, events, I-bank ratings, Insider TradePlotter Charts, News, quotes, tools

Investment forecasts for stocks and mutual funds by Howard Phillips, PhD, Lee College of Engineering, UNC Charlotte
Stock and Mutual Fund Forecasts
Stock Symbols and Mutual Fund Symbols

Investors Business Daily ($) subscription only

Irrational ExuberanceUse It! Second Edition by Robert J. Shiller
Definition of Irrational Exuberance
Publications at the Yale Economics Dept

Mad Money with Jim Cramer

MarketScreen.comUse It!
Advance/Decline Line
Bollinger Bands
Bull/Bear Ratio
Moving Averages introduction ( Full Deatails )
Periodicity

Moore Research Center, Inc. (MRCI.com)
• some of the best seasonal analysis studies

Morningstar.com
Stocks
Tools
    ºAmerican Century Real Estate Inv REACX
    º Fidelity Contrafund FCNTX, II FCONX

PBS television - Wall $treet Week with FORTUNE
Resources
Riskmetrics Web Resources - Mutual Funds

Robert's Historical Stock Volatilities!Use It! calculator

Stock100.com (Ads!)

TechnicalIndicators.com, About, Links, Warning
British Pound, Euro, Yen
Gold, Silver
Stock Market
Worth Watching

TheStreet.com, About, Search, SiteMap
Cramer Radio ArchivesUse It!
News
Research
    º Funds
Stock Quotes, Java Charter
US Indices

WallStreetCity.com with Wall Street Ticker pop-up
Charts (1 mo to 15 yr to max) with Technical Options & Symbol Lookup

Wilshire Associates Incorporated, The Wilshire Indexes
Wilshire 5000 Total Market
Wilshire4500 small and mid-cap stock


^ INVEST


ARTICLES by...
Christopher Byron Google Search ("by Christopher Byron" -book site: observer.com)

^ INVEST
ASSOCIATIONS
American Association of Individual Investors
Commodity Futures Trading Commission
Institute for Financial Markets

Investment Company Institute (ICI): Publications & Resources
Research Publications
Investment Company Fact Book

National Association of Financial and Estate Planning

National Association of Investors Corporation ($ (NAIC)) About, Search, SiteMap
Publications

National Association of Securities Dealers (NASDR)
Complaint Center
Investor Alerts
    º 10 Tips to Keep Track of Your Investments
    º Mutual Fund Breakpoints: A Break Worth Taking
    º Understanding Mutual Fund Classes & fee and expense glossary
Investor Education, SiteMap
    º Mutual Fund & ETF Expense Analyzer, Glossary
    º Smart Investing: 401k

National Futures Association (NFA), Links
• safeguarding the derivatives markets with regulatory programs
Background Affiliation Status Information Center (BASIC) check on your broker/firm
    º Discipined Firms
Manual & Rules

North American Securities Administrators Association (NSAA), SiteMap
• Enforcement: Investment-Related Complaint
Investor Education & Press Release Archive
    º Investor Tips & Alerts
Library, News


^ INVEST
BEAR MARKETS
Ameritrade.com, Understanding Bull & Bear Markets
Equitable.com, Surviving Bear Markets (pdf)

GlobalFindata.com, Articles
Bull and Bear Markets, Past and Present (Word Doc ~July, 2000)

Gold-Eagle.com, Bear Markets of the Past 100 Years

The Motley Fool
Bear Markets: Why Do You Invest?, 2
(February 8, 2000 • When Bear Markets End (July 25, 2002)

TheStreet.com, A Brief History of Bear Markets

^ INVEST
BLOGS

SenseOnCents.com by Larry Doyle


^ INVEST
BOND FUNDS
Calvert.com: Bond Fund Basics
CNN Money: Guidelines for choosing bond funds
Fidelity.com: Understanding Bond Funds
U.S. Securities and Exchange Commission: Bond Funds and Income Funds
Wikipedia: Bond fund

^ INVEST
BONDS
DIRECTORIES-Bonds
dmoz.org Open Directory | Google.com | Yahoo.com


Bonds-Online.comUse It! Search
Bond Professor: FAQs
    º Corporate, General Fixed Income, Municipal, Savings Bond, Treasury
Fixed Income Research Center
Quotes & Data (registration required)

Financial Pipeline
Bond Page
    º Credit Ratings and Analysis
    º Fiscal Policy
    º Interest Rates: Components, Forecasting, Why Interest Rates Change
    º Bonds: Characteristics, Management Strategies, Spreads, Trading, Types, Valuing

Investinginbonds.com Links
All Markets, Corporates, MBS/ABS/Agencies, Municipals, Treasurys
Glossary
Rising Interest Rates what you should know

U.S. Government:
U.S. Savings Bonds Online, Bureau of the Public Debt
SavingsBonds.gov US Treasury
TreasuryDirect.gov

Wikipedia
    º Category:Bonds (finance)
Bond (finance)
Laddering

Yahoo Finance
10 Y TSY YLD NDX (^TNX), Chart


^ INVEST
BOOKS
BookTV.org
In Bed with Wall Street: The Conspiracy Crippling Our Global Economy by Larry Doyle

DeleteYourBroker.com "beat the pros on Wall Street" by Christopher Byron

^ INVEST
BROKERAGES, BROKERAGE FIRMS
also see.. Regulatory Actions/Complaints
DIRECTORIES-Brokerages
Curlie.org Open Directory



Charles Schwab
Fidelity Investments

Financial Industry Regulatory Authority, Inc. (finra.org)
BrokerCheckUse It! broker & brokerage firm arbitrations, complaints, regulatory actions & licensing information

The Vanguard Group, Inc.
Vanguard Brokerage Services commission and fee schedules

Wikipedia
    º Category:Brokerage firms
    º Category:Investment management companies of the United States
    º Category:Online brokerages
    º Comparison of online brokerages in the United StatesUse It!
Brokerage firm
Charles Schwab Corporation bank & brokerage firm,
E-Trade
Fidelity Investments
TD Ameritrade
The Vanguard Group


^ INVEST
CALCULATORS

Arachnoid.com
Finance Calculator Time value of money with math tutorial & equations
Unit Conversions

CNN Money ( SiteMap ) Tools & Calculators:
Asset Allocator
Fund Screener
Mortgage Refinance takes all the costs into account
Portfolio ( Real Time )
Rate of Return
Retirement Planner series of forms
Savings
Stock Optionsr for Employees

FinanceGlobe.com credit card & loan databases, Glossary, Links
Financial Calculators

InvestoPedia.com (Ads!), Calculators
• Annuities (investments with fixed cash payments received over a fixed period):
    º Annual Rate.. Due
    º Future Value, Due
    º Periods, Due
    º Present Value.. Due
    º Number of Payments
• Bonds (and Fixed Income):
    º Accrued Interest
    º Actual Day Count
    º Bond: Pricing, Price on Anniversary
    º Duration: Macaulay, Modified, on Coupon Date
    º T Bill: Price, Rate of Return
    º Value: Future, Present, Net Present
    º Yield: Adjusted Current, Current, to Maturity
Currency and Forex Converter
• Retirement & Personal Finance
    º Annual Rate: Compounded, Effective
    º Periods to Grow Sum of Money
    º Saving for Education.. & more
• Stocks: Compound Annual Growth Rate & Dividend Yield

OANDA, foreign exchange (FX), currency information services & trading
• Traveler's FX Currency Converter, Cheat Sheet

Numa.com Financial Derivatives, FAQ, Forum ( Intro ), Links ( Futures & Options Exchanges ), SiteMap
Derivatives: Calculators
    º Convertible Bonds, Options, Multi-option, Warrants

Robert's Historical Stock Volatilities!Use It! calculator


^ INVEST
CHARTS (STOCK MARKET), TICKER TAPE
also see.. Fundamental Analysis, Indices, Stocks, Technical Analysis

AltaVest.com brokerage firm, commodity futures & futures options, About, Bookstore
Introduction to Japanese Candlestick Charting

BarChart.com Daily, Weekly, Monthly & Custom Charts
AIM Energy A example monthly Chart

CNBCUse It!

FinancialSense.com, About
Use It! Market Monitor & Intermarket U.S & Global Analysis Charts

Google FinanceUse It!

PCQuote.com ($) About, SiteMap

Wikipedia
Bollinger bands
Business cycle
Category:Technical analysis
Chart pattern
Elliott wave principle
Stock selection criteria
Technical analysis
Ticker tape
Trend lines (technical analysis)
Volatility (finance)

Yahoo.comUse It! Finance

^ INVEST
COMMENTARY
Christopher Byron the voice of MSNBC business - article archive

^ INVEST
COMMODITIES & FUTURES

DIRECTORIES-Commodities & Futures
dmoz Open Directory | Google | Yahoo


CommodityTrader.net, Links, Forex Forum, News
Charts

Lind-Waldock.com, News
Education: FAQ/Glossary
Quotes & Charts ( free version )


^ INVEST
DAYTRADING
DIRECTORIES-Day Trading
dmoz.org Open Directory | Google.com

DayTradingStocks.com, Forums, Links
EliteTrader.com
MaoXian Means "Take A Risk"
Archive, Library
Trading for Dummies, Day Trading Lessons, Unusual Suspects
Statistical Methods Of Stock Trading ($) STTA Consulting

^ INVEST
DERIVATIVES

Numa.com Financial Derivatives, FAQ, Forum ( Intro ), Links ( Futures & Options Exchanges ), SiteMap
Acronyms Dictionary
Derivatives: Calculators
    º Convertible Bonds, Options, Multi-option, Warrants
• Guides: Futures And Options Orders, Options Strategy
Volatility

QuantNotes.com, Forum, Links ( Education & Finance )
Fundamental Concepts


^ INVEST
EDUCATION
also see.. §EDUCATION§

National Endowment for Financial Education provides the following sites
CashCourse.org
SmartAboutMoney.org

U.S. Securities and Exchange Commission
Investor Information
Online Publications for Investors
    º Brokers and Brokerages: Online Brokerage Accounts


^ INVEST
ENERGY
also see.. §ENERGY§

Alliance to Save Energy business, government, environmental & consumer coallition, About
Refinancing & Remodeling
Financing Energy Efficiency, Links
    º North America: US Small Business Administration Loan Programs For Energy Related Businesses

Database of State Incentives for Renewable Energy (DSIRE) Glossary, Links, Search
Federal Incentives
    º Solar and Geothermal Business Energy Tax Credit
Library reports
New Mexico

EERE, Energy Savers: Information ResourcesUse It!
Financing
    º Homeowners finance energy efficiency or renewable energy projects
    º Industry fianance a product or process to save energy, reduce emissions, or for clean manufacturing
    º State/Local Programs
Fact Sheets
    º Financing an Energy-Efficient Home
GreenTie.org Database of Suppliers reducing greenhouse gas emissions, Links
Directory
Finance
Technologies

Energy Will Shine Again March, 07 John Segner (AIM Energy Fund) interview
Smartmoney.com/barrons


^ INVEST
Exchange Traded Funds (ETF's)

About.com, Exchange Traded Funds - ETFs

Ameritrade.com
Could Exchange Traded Funds be Right for You?
Essentials of ETF's

Morningstar.com, Exchange-Traded Funds

^ INVEST
ETRADE, ONLINE INVESTING & TRADING

Charles Schwab Investment Services
ETrade.com E*Trade ( United States )
Fidelity.com

InvestingOnline.org
Getting Started
Online Broker Ratings Investing Simulator Center

Lind-Waldock.com Futures
Trading Tools

Mad Money with Jim Cramer from CNBC Television

ScotTrade.com, SiteMap
Mutual Fund Center
Retirement Center

StockSmart.com ($) About, FAQ, SiteMap, ( Index )
TDAmeritrade

^ INVEST
EXTRACTS
Index of /ptest/auto/extracts: NYU

^ INVEST
FINANCIAL CRISES, BUBBLES, CRASHES, MANIAS
also see.. Historical

CNN Money
'Irrational exuberance' stock bubble? Robert Shiller says we're just as mad for real estate (January 25, 2005)

Cross-Currents.net (disables all copy functions!) by Alan Newman, Links
Charts: Pictures of a Stock Market Mania (Monthly)
Archives

Forbes.com
Your Castle's P/E Ratio home real estate

Irrational ExuberanceUse It! second edition book by Robert J. Shiller
Definition of Irrational Exuberance
Publications

Psychonomics.com
Investment Manias and Speculative Bubbles history & schemes by Jonathan Myers

Wikipedia
    º Category:Business failures
    º Category:Financial crises
    º Category:Stock market crashes
    º List of banking crises
    º List of economic crises
    º List of recessions in the United States
    º List of stock market crashes and bear marketsUse It!
Bear Stearns global investment bank, securities trading & brokerage firm failed in 2008 global financial crisis & recession
Behavioral economics effects of psychological, cognitive, emotional, cultural & social factors on economic decisions as opposed to classical theories
Black Monday (1987)
Case-Shiller index nominal value of the residential real estate market in the United States
Depression of 1920-21
Dot-com bubble (1997-2001)
Economic bubble
Financial crisis of 2007-2008, the global financial crisis
Great Depression
Great Recession (late 2000s-early 2010s)
Irrational Exuberance
Shiller, Robert
    º Irrational Exuberance (book) by Robert Shiller
Stock market crash
Subprime mortgage crisis (2007-2010)
Tulip mania (1637)
Wall Street Crash of 1929

Yale U, Economics Dept: Robert J. Shiller
Onilne Data (1871-Present)


^ INVEST
FINANCIAL RATIOS, PRICE EARNINGS RATIO

Investopedia.com: Is the P/E Ratio a Good Market-Timing Indicator?

Wikipedia
    º Category:Financial ratios
Alpha (finance)
Beta (finance)
Debt ratio
Earnings per share
Expense ratio
Leverage (finance)
Price Earnings Ratio
Rate of return
Sharpe ratio
Total expense ratio

^ INVEST
FIND
also see.. Focus

DIRECTORIES-Finance
Curlie.org Directory | Wikipedia | WWW Virtual Library


Giddy.orgUse It! professor Ian Giddy, Stern School of Business, NYU
Course Materials: Highlights
    º Bonds and Yields
    º Capital Asset Pricing Model
    º Forecasting and Efficient Markets
    º Futures and Options
    º Markets & Instruments
    º Portfolio Optimization
    º Risk and Return
    º Time Value of Money
Calculators and Spreadsheets for Finance
    º duration.xls
    º Credit Spreads Correlations Portfolio spreadsheet
    º Beta spreadsheet
    º Corning Valuation example
    º Merger valuation example: Schirnding
    º International portfolio investment
    º Option pricing

Google Finance
OSU Virtual Finance Library (Wayback Machine 2008) Ohio State University

Wikipedia
    º List of asset management firms
    º List of banking crises
    º List of financial performance measures
Outline of finance

Yahoo! Finance

^ INVEST
FOCUS on these sites!
also see.. Find

Morningstar, Inc.

MSN Money Central Microsoft
Investing
• Glossaries: Investor, Tax

Wikipedia
    º Category:Basic financial concepts
    º Category:Bonds
    º Category:Commodities market
    º Category:Currency
    º Category:Derivatives (finance)
    º Category:Economics terminology
    º Category:Finance theories
    º Category:Financial accounting
    º Category:Financial economics
    º Category:Financial markets
    º Category:Financial regulation
    º Category:Financial risk
    º Category:Financial services
    º Category:Financial services companies
    º Category:Financial terminology
    º Category:Foreign exchange market
    º Category:Hedge funds
    º Category:Institutional investors
    º Category:Investment
    º Category:Mathematical finance
    º Category:Mutual funds of the United States
    º Category:Portfolio theories
    º Category:Risk management
    º Category:Securities
    º Category:Stock exchanges
    º Category:Stock market
    º Category:Wealth
    º List of banking crises
    º List of economic crises
    º List of stock exchanges
    º Outline of financeUse It!
Annuity (finance theory)
Arbitrage
    º Risk arbitrage
Assets
    º Intangible asset
    º Statistical arbitrage
Balance sheet
Bond (finance)
    º Bond fund
    º Bond market
    º Bond valuation
    º Corporate bond
    º Government bond
    º High-yield debt
    º Municipal bond
Capital (economics)
    º Capital structure
    º Human Capital
    º Intellectual capital
    º Working capital
Closed-end fund
Commodity
    º Commodities exchange
    º Commodity market
Currency
    º Exchange rate
    º Exchange rate regime
    º Foreign exchange market
Decision theory
Derivative (finance)
Discount rate
Electronic trading
Energy market
Exchange rate
Fair value or Fair price
Financial accounting
Financial crisisUse It!
    º Bailout
    º Bank run
    º Late-2000s financial crisis
    º List of banking crises
    º List of economic crises
Financial economics
Financial instrument
Financial market (also see Market)
Financial modeling
Financial risk
    º Risk measure
    º Risk modeling
    º Risk pool
Financial statement
Foreign exchange market
Fundamental analysis
Futures contract
Futures exchange
Hedge fund
Homo economicus humans as rational & self-interested economic actors
Homo reciprocans humans as cooperative actors motivated to improve their environment
Index fund
Interest rate
Interest rate risk
Leverage (finance)
• Market
    º Efficient market hypothesis
    º Financial markets
Macroeconomics
Market liquidity
Mathematical finance
Microeconomics
Modern portfolio theory
    º Post-modern portfolio theory
Money market
Money measurement concept
Money supply
Mutual fund
Net worth
Open-end fund
Perpetuity
P/B ratio price-to-book ratio
P/E ratio price-to-earnings ratio
Position (finance)
    º Long (finance)
    º Short (finance)
Post-modern portfolio theory
Price discovery
Public finance
Quantity theory of money
Rate of return
Rational expectations
• Risk (see Financial risk)
Security (finance)
Socially responsible investing
Speculation
Stock
    º Common stock
    º Preferred stock
    º Registered share
    º Shareholder
    º Stock exchange
    º Stock market
    º Voting share
    º Stock valuation
Time value of money
    º Future value
    º Net present value
    º Present value
Trading room
Two-moment decision models & Mean-variance analysis
Valuation (finance)
Value investing
Wealth
Weighted average cost of capital


^ INVEST
FUNDAMENTAL ANALYSIS
also see.. Charts, Indices, Stocks, Technical Analysis

ReportGallery.com (AnnualReports.com), About, FAQs

FreeEdgar.com (Ads!)
Dun & Bradstreet Business/Credit Reports ( alt )business & credit reports
Free Annual Reports

Public Register's Annual Report Service (PRARS.com), About
• Search limited database for free reports by Symbol or Company Name

US Securities & Exchange Commission (SEC): SEC Filings & Forms (EDGAR), About
Descriptions of SEC Forms
FTP Users
Information for EDGAR Filers
Quick EDGAR Tutorial
Search for Company FilingsUse It!
SIC Codes

Wikipedia
Category:Technical analysis
Stock market
Stock selection criteria
Technical analysis
Volatility (finance)


^ INVEST
GENERAL
Barron's Online ($)
BlackEnterprise.com
Bloomberg.com (Ads!)
CNN/Money
CNNfn.com markets, News, personal finance, small and world business
Commercial Finance Online
The Economist
Entrepreneur Magazine
FinanCenter.com
Forbes.com
Fortune.com Fortune 500, 100 fastes growing, News
Global-Investor.com
Investors Free Forum
Internal Revenue Service U.S. Dept. of Treasury
Kiplinger Online
MoneyNet.com

The Motley Fool (Fool.com), Forums
Personal Finance
Quotes and Data

MSN Money Central Microsoft
Nasdaq Newsroom
Learning Center from PortfolioBuilder Investment Program
Red Herring - Online

TheStreet.com, About, Search, SiteMap
Cramer Radio ArchivesUse It!
News
Research
    º Funds
Stock Quotes, Java Charter
US Indices

Small Stock News Network
SmartMoney.com
Upside.com
Worth.com

Yahoo! FinanceUse It!


^ INVEST
FRAUD, INVESTOR PROTECTION & EDUCATION
also see.. §CONSUMER§, Tutorials

Federal Consumer Information Center
Federal Trade Commission, Bureau of Consumer Protection

Internet Fraud Complaint Center (IFCC)
• partnership of the FBI and National White Collar Crime Center (NW3C)

Investor Protection Trust

National Association of Securities Dealers (NASDR)
Complaint Center
Investor Alerts
    º 10 Tips to Keep Track of Your Investments
    º Mutual Fund Breakpoints: A Break Worth Taking
    º Understanding Mutual Fund Classes & fee and expense glossary
Investor Education, SiteMap
    º Mutual Fund & ETF Expense Analyzer, Glossary
    º Smart Investing: 401k

National Fraud Information Center

National Futures Association (NFA), Links
• safeguarding the derivatives markets with regulatory programs
Background Affiliation Status Information Center (BASIC) check on your broker/firm
    º Discipined Firms
Manual & Rules

National White Collar Crime Center (NW3C)

North American Securities Administrators Association (NSAA), SiteMap
• Enforcement: Investment-Related Complaint
Investor Education & Press Release Archive
    º Investor Tips & Alerts
Library, News

National Association of Securities Dealers (NASDR)
Complaint Center
Investor Alerts
    º 10 Tips to Keep Track of Your Investments
    º Mutual Fund Breakpoints: A Break Worth Taking
    º Understanding Mutual Fund Classes & fee and expense glossary
Investor Education, SiteMap
    º Mutual Fund & ETF Expense Analyzer, Glossary
    º Smart Investing: 401k

Secuties Fraud Prevention Organization, About, Blog, FAQ, Links
• (SFPO, Securitiesfraud.org)
Arrests, Fraud Cases: Cururent, Results
• Report an Accountant, Broker, Brokerage, Lawyer
Report Securities Fraud
• Watch Lists: Accountants, Brokers, Brokerages, Lawyers
Retractions, Defamation, Freedom of Speech & the Internet, legal disclosures & example cases

U.S. Postal Inspection Service crimes, FAQ, laws, local inspectors, mail theft, News, wanted & rewards

U.S. Securities and Exchange Commission, Investor Information
Alerts
    º Analyzing Analyst RecommendationsUse It!
    º Investor Alert: Stock Market Fraud "Survivor" Checklist
Complaints and Enforcement
The Internet and Online Trading invest wisely & avoid fraud


^ INVEST
FORUMS & CHATS
also see.. NewsGroups

DIRECTORIES-Chats & Forums
dmoz.org Open Directory | Google.com | Yahoo.com


BusinessWeek.com
Forums & Chats: ( Investing, Technology )


^ INVEST
GLOBAL MARKETS
also see.. Stock Exchanges

InvestorLinks.com Financial Portal, About, SiteMap
Global Markets

OSU Virtual Finance Library Portal
from Ohio State U, Fisher Dept of Finance
World Markets


^ INVEST
GOLD (& SILVER)
also see.. Mutual Funds

Asset Strategies International, Inc., About
Information Line online Newsletter & Archive
Resources

ClifDroke.com, Links

EagleWing.com Gold Funds Page, Links
Gold Funds List with basic information
Gold Equities held by most funds
NewsLetter, Archive
Weekly Update
Why Invest in Gold

Financial Forecast Center (Market Research International, neatideas.com) forecasts & historical trends
Gold

Gold-Eagle.com, Forum
Gold Digest
Gold Funds Section mutual funds
    º SA Gold Mutual Funds (highest % in South African stocks), Charts

GoldMiningOutlook.com

GoldSheetLinks.com Mining Web Directory of LinksUse It!

Google Search:
"gold" "100 year trend"

KitCo.com

Moore Research Center, Inc. (MRCI.com)
• some of the best seasonal analysis studies
Delayed Quotes - Gold/Silver Stocks/Futures with BarChart.com company links
Inter-Market Gold/Silver Correlations & Explanation

MSN Money Central, Top-Performing Funds
Large Funds (most widely held), Top Performance Funds, Top Rated Funds
Specialty-Precious Metals

Quicken.com
Mutual Fund Finder
Top 25 Funds selection by category & period
    º Specialty-Precious Metals

TechnicalIndicators.com, About, Links, Warning
Gold, Silver

Ttheory.com, T Theory Monthly Comments for Year 2002
SimplifyGoldStocks.com, Links, SiteMap, (free subscription required)

World Gold CouncilUse It! FAQ, Links, SiteMap & Search
About Gold
Charts (price)
Investors
Country-specific Information where to buy bullion, coins & investment products
    º How to Invest
    º Market Intelligence analysis, deregulation, how the market works, supply & demand fundamentals
    º Portfolio Diversification, Preserving Wealth
    º Research & Statistics
Science of Gold applications, properties

Yahoo! Finance
AXP Precious Metals A (INPMX) ExpRatio: 1.66%, Chart
Evergreen Precious Metals I (EKWYX) ExpRatio: 1.15%, Chart
Evergreen Precious Metals A (EKWAX) ExpRatio: 1.44%, Chart
Franklin Gold and Precious Metals A (FKRCX) ExpRatio: 1.09%, Chart
INVESCO Gold & Precious Metals Inv (FGLDX) ExpRatio: 1.88%, Chart
Oppenheimer Gold & Special Minerals A (OPGSX) ExpRatio: 1.40%, Chart
Scudder Gold & Precious Metals A (SGDAX) ExpRatio: 1.85%, Chart
Tocqueville Gold (TGLDX) ExpRatio: 1.68%, Chart
USAA Precious Metals and Minerals (USAGX) ExpRatio: 1.47%, Chart
U.S. Global Investors Gold Shares (USERX) ExpRatio: 2.64%, Chart
U.S. Global Investors WrldPrecMineral (UNWPX) ExpRatio: 1.92%, Chart
Vanguard Precious Metals (VGPMX) ExpRatio:0.55%, Chart


^ INVEST
GOVERNMENT
ICMA Retirement Corporation (ICMARC.org) manages, administers public-sector employee retirement plans

U.S. Securities and Exchange Commission, Investor Information
Alerts
    º Analyzing Analyst RecommendationsUse It!
    º Investor Alert: Stock Market Fraud "Survivor" Checklist
Complaints and Enforcement
The Internet and Online Trading invest wisely & avoid fraud

^ INVEST
HEDGEFUNDS

Wikipedia
Hedge fund


^ INVEST
HISTORICAL
also see.. FINANCIAL CRISES, BUBBLES, CRASHES, MANIAS

Crestmont Research
Beyond the Horizon: The EPS Cycle (1950-2006) by Ed Easterling, author of Unexpected Returns, Understanding Secular Stock Market Cycles

Macrotrends.netUse It!
Crude Oil Prices - 70 Year Historical Chart
Gold Prices - 100 Year Historical Chart
S&P 500 Index - 90 Year Historical Chart
S&P 500 to Gold Ratio

Yahoo Finance
Dow Jones Industrial Average (DJI)
    º Chart
Nasdaq Composite (IXIC)
    º Chart from 1970-present
S&P 500 INDEX, RTH (GSPC) components
    º Chart 1950-present

Yale U, Economics Dept: Robert J. Shiller
Online Data (1871-Present)
Workshop in Behavioral Finance


^ INVEST
INDICES (INDEXES)
also see.. Stocks

123Jump.com
Quotes & News with Major North American Indexes

U.S. Bureau of Economic Analysis (BEA)
Comparing NIPA Profits With S&P 500 Profits

CNNmoney (money.cnn.com)
Dow Jones Industrial Average chart
NASDAQ 100 Index chart
Nasdaq Composite Index chart
S&P 500 Index chart

DowJones.com independent, full-service index provider, Indexes, Links, Search
• alt: Djindexes.com

Nikkei.com, SiteMap
Market Live: Nikkei Index

Standard and Poors, About
Indices
    º S&P500 with sector breakdown
Ratings

Wikipedia
    º Category:American stock market indices
    º Category:Global stock market indices
    º Category:Stock market indices
    º Category:Stock market indices by industry
    º Category:Stock market indices by country
American Stock Exchange (AMEX)
Amex Gold BUGS Index
Amex Oil Index
Dow Jones Industrial Average
NASDAQ
NASDAQ Biotechnology Index
Nasdaq Composite
New York Stock Exchange (NYSE)
NYSE Composite
Russell 3000 Index
Russell Indexes
S&P 500
Standard & Poor's
Wilshire 5000

Wilshire Associates Incorporated, The Wilshire Indexes
Wilshire 5000 Total Market
Wilshire4500 small and mid-cap stock

Yahoo FinanceUse It!
Major World Indices
United States
    º AMEX Composite chart (^XAX)
    º Dow Jomes Industrial Average (^DJI), Chart
    º Russell 2000 IND chart (^RUT) WCB, other Ruseel 2000's
    º S&P 500 Index,RTH (GSPC) Chart 1949-Present
    º S&P 500 (^SPX), Chart
    º NASDAQ NAS/NMS Compsite chart (NasdaqSC)
    º Wilshire 5000 Tot chart (^TMW) AMEX
• Australia: All Ordinaries (^AORD), Chart
• Canada: S&P/TSX (^GSPTSE), Chart
• China: SSE Composite chart (^SSEC)
• Germany: Xetra Dax PF (^GDAXI), Chart
• India: Sensex chart
• Japan: Nikkei 225 chart (^N225), Nikkei 500 chart (OSA)
• Russia: MOS Times Index chart (^MTMS)
• United Kingdom: FTSE 100 Index chart (FSI)


^ INVEST
INSTITUTIONAL INVESTING

Invesco.com: Institutional
Product Listing
    º Stable Value


^ INVEST
INTEREST RATES

Federal Reserve Bank of St. Louis
1-Year Treasury Constant Maturity Rate

Bankrate.com
Rate Watch bonds, LIBOR, mortgage, prime, key economic statistics

Mortgage-X.com
Mortgage Indexes, indices commonly used to determine adjustable rate mortgage (ARM)
• eg, Treasury Bill, CMT, MTA..
    º Mortgage-Indexes: Historical Data (from 1990 to present)

Wikipedia
Time value of money

^ INDEX
INVESTMENT BEHAVIOR
Yale U, International Center for Finance
Investor Behavior Project Stock Market Confidence Indexes

^ INVEST
TELEVISION & VIDEO

CNBC.com
Investing

Foxbusiness.com: Video
The Hidden Fees of Your 401(k)

Msnbc.msn.com: Business
Stocks & Economy

Pbs.org: Frontline
The Retirement Gamble how portfolio managers reduce your income


^ INVEST
INVESTMENT TOOLS
ETrade.com - United States

Financial Industry Regulatory Authority, Inc. (finra.org)
Tools & Calculators
    º BrokerCheckUse It! broker & brokerage firm arbitrations, complaints, regulatory actions & licensing information
    º Fund Analyzer
    º Individuals (brokers) Barred by FINRA
    º Professional Designations
    º Required Minimum Distribution Calculator from a traditional 401(k) or IRA
    º Scam Meter
State Securities Regulators list of links to state securities regulators

Ibbotson Associates

MarketPlace.orgUse It! from American Public Media (National Public Radio)
Blogs
Radio Show Archive
Toolbox
    º Asset allocator
    º Bookshelf
    º Credit card payoff
    º Home budget analysis
    º Net worth calculator
    º Mortgage loan calculator
    º Retirement income calculator
    º Savings goals
    º Suggested websites Links

Moodys.com (registration req'd)
Insurance
• Funds Managed ( Indices ), Fixed Income
Ratings Analytics

MSN MoneyUse It!
Charts
Earnings Estimates
Insider Trading
• Stock: Scouter, Screener, Power Searches

My Trading Tools
National Association of Investors Corporation (NAIC) online - Search
NetStockDirect.com   Direct Investing, buy stock directly from companies
PortfolioBuilder.net
Strong Financial Corporation - Search

WeissRatings.com
Products
Ratings Online ($)
Strongest & Weakest Companies


^ INVEST
INITIAL PUBLIC OFFERINGS (IPO's)

123Jump.com
Analysis Archive
IPO Center

FreeEdgar.com (Ads!)
Dun & Bradstreet Business/Credit Reports ( alt )business & credit reports
Free Annual Reports
IPO Express


^ INVEST
IRA's
also see.. 401(k), Brokerage Firms, Retirement

DIRECTORIES-IRA's
dmoz.org Open Directory | Google.com | Yahoo.com

Charles Schwab & Co., Inc.
Individual Retirement Accounts (IRA)

Fairmark Press, Guide to the Roth IRA
Essentials
    º Roth IRA 101, Rules of Thumb
General Rules for IRAs
How to Start a Roth IRA, Conversion Eligibility, traditional to Roth
Investment Strategies
    º Saving for a Home
Decision Factors

Fidelity.com
Retirement Accounts
Rollover Intro, Rollover IRA

Investopedia.com
Retirement Tips: How to Choose the Best IRA Custodian

RothIRA-Advisor.com
The Roth IRA: An Excellent Choice for Most Investors
Tools, Tables and Forms

The Vanguard Group, Inc.
IRAs
Vanguard Brokerage Services commission and fee schedules

WikipediaUse It!
401(k) IRA matrix comparisons: 401(k), Roth 401(k), Traditional IRA's & Roth IRA's
Comparison of 401(k) and IRA accounts
Individual Retirement Account (IRA)
Retirement plans in the United States
Roth IRA
Self-Directed IRA
SEP-IRA Simplified Employee Pension IRA
Simple IRA
Traditional IRA


^ INVEST


PAID SUBSCRIPTION SITES
Briefing.com stock market analysis
Edgar-Online.com ( Home ), About, FAQ's

WILink.com (World Investor Link), About
News


^ INVEST
PORTFOLIO MANAGEMENT & MODERN PORTFOLIO THEORY (MPT)
also see.. Tutorials

EfficientFrontier.com

Financials.com, Portfolo online: create, monitor, simulate

GloriaMundi.org, About, FAQ, Mailing List, News
Directory of Risk Resources documents
What is VaR? (Value at Risk)

Modern Portfolio Theory Applet with source code download, from Don Hatch
MoneyChimp.com: Modern Portfolio Theory with claculators

Portfolio Management Forum balanced scorecard methodolgy from Prosight, Inc., About, SiteMap
Asset Management, Financial Management
Portfolio Management, Risk Management
Scorecarding

Riskglossary.com

^ INVEST
MONEY MANAGEMENT & PERSONAL FINANCE
also see.. §Credit Cards§ §Debt§ §Mortgage§

DIRECTORIES-Personal Finance
dmoz.org Open Directory | Google.com | Yahoo.com

About.com, Money

Board of Governors of the Federal Reserve System, Consumer InformationUse It! ( see "Personal Finance" )
Personal Financial Education
Project Money $mart, from the.. Federal Reserve Bank of Chicago

Dolans.com money made simple

Federal Reserve Bank of Dallas, Building Wealth: Beginner's Guide to Securing Your Financial Future, Links
Introduction: Building Wealth
1. Wealth Creation: Learn the Language
2. Budget to Save
3. Save and Invest
4. Take Control of Debt
Review
Glossary

FDIC, Tips You Can Bank On: An FDIC Guide to Being a Smarter, Safer Financial Consumer
Finance applet page: Boston U Physics

HelaineOlen.com financial and political columnist; author of Use It!Pound Foolish: Exposing the Dark Side of the Personal Finance Industry
Sampler of Recently Published WorkUse It!

The Motley Fool (Fool.com), Forums
Personal Finance
Quotes and Data

Hugh's Mortgage and Financial Calculators

National Institute for Consumer EducationUse It! (NICE)
• competency, events, FAQ, history, law, history, Links, pubs, personal finance

SmartMoney.com, Wall Street Journal Online Magazine of Personal Business

U.S. General Services Administration (GSA), Federal Citizen Information Center, Money
66 Ways to Save Money
There's a Lot to Learn about Money "take charge of your financial future"

What is a dollar worth? any year based upon Consumer Price Index (CPI)

Wikipedia
Category:Finance
Chartered Market Technician
Hedge (finance)
Managerial finance
Modern portfolio theory
Value investing


^ INVEST


MONEY MANAGERS, INVESTMENT SERVICES

DIRECTORIES-Money Managers
dmoz.org Open Directory | Google.com | Yahoo.com


^ INVEST


MUTUAL FUNDS
also see.. Brokerage Firms, Gold

DIRECTORIES-Mutual Funds
dmoz.org Open Directory | Google.com | Yahoo.com


About.com, Mutual Funds
Avoid Common 401(k) Investing Mistakes

Alliancebernstein.com
AllianceBernstein Small Cap Growth Portfolio

American Century Services Corporation

Brill's Mutual Funds InteractiveUse It! (by Marla Brill, Boston Globe), Forums, Links to Companies, Search
Funds 101 Tutorials
    º Avoid Being Scammed!
    º Fund Shareholders Still Know Too Little About The Basics
    º Investors Continue To Throw Money Away
    º The Ten Commandments of Mutual Fund Investing
Glossary
News
    º Bite the bullet, read the fund prospectus -- it will pay off
Tool Shed
    º Edgar Online, Edgar People corporate officers

Charles Schwab & Co., Inc.
Mutual Funds
    º No-load No-Transaction Fee Funds
Research Mutual Funds

Fidelity.com
Mutual Funds at Fidelity: No Transaction Fee Funds

Financial Industry Regulatory Authority, Inc. (FINRA.org)
Fund AnalyzerUse It!

FundLibrary.com Canada, Forums ( About how-to, rules, etiquette.. , Search )

GlobeFund.com
Charts
Fund FilterUse It!
Resource Center increase knowledge & understanding

Google FinanceUse It!
AIM Energy A (IENAX)
American Century Emerging Markets Inv (TWMIX)
Fidelity Advisor Energy T (FAGNX)
SSgA S&P 500 Index (SVSPX)
Thornburg International Value A (TGVAX)

HomesteadFunds.com, calculators:   National Rural Electric Cooperative Association

InvescoNationalTrust.com
Invesco Stable Value Trust Fund Fact Sheet

Investment Company InstituteUse It! (ICI) Mutual Fund Connection, Search ( keyword ), SiteMap ( Index )
(pdf) 2003 Mutual Fund Fact Book, May 2003
401(k) FAQ
FAQ, Fundamentals
Glossary of Mutual Fund Terms
Guide to Understanding Mutual Funds
Investment Company Institute Education Foundation, about
Investor Awareness & Educational Resources
Investing for Success Program (see Educational Materials)
Statistics & Research

InvestorGuide.com: Mutual Fund Research Tool
Oppenheimer Intl Bond;A

Janus.com

Lipper ( USA ) a Reuters Company, Fund Evaluation, About, SiteMap
Find a Fund

MFEA.comUse It! (Mutual Fund Education Alliance)
Fund Quicklist
Getting Started: Investor Library
Tools & Calculators Links

Morningstar, Inc., Mutual Funds ( QuickRank ), SiteMap
• see "Fund Family Data Pages" selector
    º PIMCO
Investing Classroom
    º Funds
American Century Real Estate
JennisonDryden
    º Dryden Stock Index Z (PSIFX)
    º Dryden Total Return Bond B (PRDBX)
• Learning Center: Mutual Funds, 401k Guide
Van Kampen
    º Van Kampen Emerging Growth A (ACEGX)
Vantagepoint
    º Vantagepoint 500 Stock Index II (VPSKX)

MSN Money Central
Top-Performing Funds
    º Large Funds (most widely held), Top Performance Funds, Top Rated Funds

Mutual Funds Interactive, ProspectusesUse It! on select funds, plus other information

MutualInvestor.com
• Basics
    º Loads and Costs, Prospectus

National Association of Securities Dealers (NASDR)
Complaint Center
Investor Alerts
    º 10 Tips to Keep Track of Your Investments
    º Mutual Fund Breakpoints: A Break Worth Taking
    º Understanding Mutual Fund Classes & fee and expense glossary
Investor Education, SiteMap
    º Mutual Fund & ETF Expense Analyzer, Glossary
    º Smart Investing: 401k

New York Times, Mutual Funds Report
OppenheimerFunds.com
Enterprise Fund, Performance
Limited Term Government Fund, Performance
Growth Fund (OPPSX), Performance

Phoenix Wealth Management & Search

Pimco-Funds.com
PIMCO Total Return Fund Exp. Ratio: 0.90%

Prudential.com
Dryden Government Securities Trust/Money Market Series (A: PBGXX, Z: PGZXX)
Dryden Total Return Bond Fund, Inc. (PDBAX), Fact Sheet
Jennison Small Company Fund, Inc. (PGOAX), Fact Sheet

Quicken.com
Mutual Fund Finder
Top 25 Funds selection by category & period

State Farm: Mutual Funds
Fund Prices

State Street Global Advisors (SSgA)
SSgA S&P 500 Index Fund (SVSPX)

TDAmeritrade, Online Trading Commisions charged
Mutual Fund Trading

TIAA-CREF (Teachers Insurance and Annuity Association - College Retirement Equities Fund)
Calculators and Planning Tools

T. Rowe Price Associates, Inc., SiteMap
Individual
Mutual Funds: Retirement Funds
    º Retirement Income Fund Exp. Ratio: 0.59%
    º Retirement 2010 Fund Exp. Ratio: 0.64%
    º Retirement 2015 Fund Exp. Ratio: 0.68%
    º Retirement 2020 Fund Exp. Ratio: 0.71%
    º Retirement 2025 Fund Exp. Ratio: 0.74%
    º Retirement 2055 Fund Exp. Ratio: 0.77%

U.S. News & World Report, L.P. Mutual Mess The fund scandal grows and grows
• the industry is siphoning savings; discussion inclues Alliance Capital Management, Bank of America,
• Janus, Strong Mutual Funds, Prudential Securities, Putnam Investments..

US Securities & Exchange Commission (SEC)
FAQ
Mutual Fund Cost Calculator: A Tool for Comparing Mutual Funds, Run Calculator (JavaScript)
Mutual Fund Investing: Look at More Than a Mutual Fund's Past Performance

Vanguard.comUse It! (The Vanguard Group) "world's largest pure no-load mutual fund company"
401(k) Rollovers
Personal Investors
Vanguard Mutual Funds

Van Kampen Funds Inc., Search ( Public Access )
College Savings Calculator
• Emerging Growth Fund (pdf's) Fact Card, Annual Report

Wikipedia
    º Category:Exchange-traded funds
    º Category:Mutual fund families
    º List of mutual-fund families in the United States
Closed-end fund
Exchange-traded fund (ETF)
Money market fund
Mutual fund
Open-end fund
Unit investment trust

Yahoo Finance (Historical index comparisons)
Dow Jones Industrial Average (DJI)
    º Chart
Nasdaq Composite (IXIC)
    º Chart from 1970-present
S&P 500 INDEX, RTH (GSPC) components
    º Chart 1950-present

Yahoo! Finance
Mutual Fund Top PerformersUse It!

Yahoo! Finance, Mutual Fund Center
• Education:
    º Accounts, Basics, Caveats, Expenses,
    º Funds: Closed- vs Open-End, Growth & Value, Large & Small-Cap, Load vs. No-Load
    º Index FundsUse It! 85% of all mutual funds trying to beat the S&P 500 cannot!
Funds by Family, Fund Index, Fund ScreenerUse It! find your Fund
Glossary, Help
Prospectus Finder for any U.S. fund
• Quotes & Info
    º Alger Capital Appreciation Instl I (ALARX) ExpRatio: 1.21%, Chart
    º Alger Mid Cap Institutional Fund Class 1 (ALMRX) ExpRatio: 1.21%, Chart
    º AllianceBernstein Small Cap Growth A (QUASX) ExpRatio: 1.60%, Chart
    º Allianz NFJ Small-Cap Value A (PCVAX) ExpRatio: 1.20%, Chart
    º Allianz NFJ Dividend Value Instl (NFJEX) ExpRatio: 1.20%, Chart
    º American Century Emerg. Markets Inv (TWMIX) ExpRatio: 1.80%, Chart
    º American Century Heritage Fund Class AUse It! (ATHAX) ExpRatio: 1.26%, Chart
    º American Century Infl-Adj Bond Inv (ACITX), Chart
    º American Century Inflation Prot Bd Inv (APOIX), Chart
    º American Century Real Estate (REACX), Chart
    º American Century Strategic Allocation: Conservative Fund Class A (ACCAX), Chart
    º American Century Strategic Allocation: Moderate Fund Class A (ACOAX), Chart
    º American Century Strategic Allocation: Aggressive Fund Class A (ACVAX), Chart
    º Columbia Mid Cap Value Opportunity Fund Class R3 (RMCRX) ExpRatio: 1.27%, Chart
    º Davis New York Venture Fund Class A (NYVTX) ExpRatio: 0.89%, Chart
    º DFA US Small Cap I (DFSTX) ExpRatio: 0.37%, Chart*
    º Dryden Stock Index Z (PSIFX) RatgMrnSt-avg, Chart
    º Dryden Total Return Bond A (PDBAX) ExpRatio: 1.13%, Chart
    º Dreyfus Premier New Leaders (DNLDX) ExpRatio: 1.33%, Chart
    º Dreyfus Premier Structured Midcap A (DPSAX) ExpRatio: 1.50%, Chart
    º Fidelity Advisor Energy T (FAGNX) ExpRatio: 1.40%, Chart
    º Fidelity Advisor Freedom 2010 (FACFX) ExpRatio: 0.33%, Chart
    º Fidelity Advisor Freedom 2015 (FFVAX) ExpRatio: 0.33%, Chart
    º Fidelity Advisor Freedom 2020 (FATWX) ExpRatio: 0.33%, Chart
    º Fidelity Advisor Freedom 2030 (FAFEX) ExpRatio: 0.33%, Chart
    º Fidelity Advisor Small Cap T (FSCTX) ExpRatio: 1.65%, Chart
    º Fidelity Balanced K (FBAKX) ExpRatio: o.47%, Chart*
    º Fidelity Contrafund (FCNTX) ExpRatio: 0.98%, Chart
    º Fidelity Contrafund K (FCNKX) ExpRatio: 0.79%, Chart*
    º Fidelity Growth Company K (FGCKX) ExpRatio: 0.72%, Chart*
    º Fidelity Intermediate Bond (FTHRX) ExpRatio: 0.45%, Chart*
    º Goldman Sachs Mid Cap Value (GCMAX) ExpRatio: 1.26%, Chart
    º INVESCO Energy (IENAX), Chart
    º INVESCO Financial Services Inv (FSFSX) ExpRatio: 1.40%, Chart
    º INVESCO Ltd. (IVZ), Chart
    º Janus Forty Fund (JARTX) ExpRatio: 1.17%, Chart
    º Janus Balanced Fund S (JABRX) ExpRatio: 1.10%, Chart
    º Janus Overseas S (JIGRX) ExpRatio: 1.21%, Chart
    º Janus Overseas T (JAOSX) ExpRatio: 0.95%, Chart
    º Jennison Small Company A (PGOAX), Chart
    º Lord Abbett Small-Cap Blend A (LSBAX) ExpRatio: 1.55%, Chart
    º MFS Research A (MFRFX), Chart
    º MFS Value Fund Class R2 (MVRRX) ExpRatio: 1.28%, Chart
    º Neuberger Berman Guardian Inv (NGUAX) ExpRatio: 0.95%, Chart*
    º Oppenheimer Enterprise A (OENAX), Chart
    º Oppenheimer Growth Fund (OPPSX), Chart
    º Oppenheimer International Bond Fund A (OIBAX), Chart
    º Oppenheimer Limited-Term Government A (OPGVX), Chart
    º Pfizer (PFE), Chart
    º PIMCO High Yield A (PHDAX) ExpRatio: 0.90%, Chart
    º PIMCO Total Return A (PTTAX) ExpRatio: 0.90%, Chart
    º S&P 500 Index RTH (GSPC) ChartUse It! 1949-Present
    º SSgA S&P 500 Index (SVSPX) ExpRatio: 0.18%, Chart
    º State Farm Bond Fund R1 (SRBOX) ExpRatio: 1.01%, Chart
    º State Farm Equity & Bond Fund R1 (REBOX) ExpRatio: 0.57%, Chart
    º State Farm Equity Fund R1 (SREOX) ExpRatio: 1.52%, Chart
    º State Farm International Equity Fund R1 (RIEOX) ExpRatio: %, Chart
    º State Farm International Index Fund R1 (RIIOX) ExpRatio: %, Chart
    º State Farm LifePath Income Fund R1 (RLROX) ExpRatio: 1.53%, Chart
    º State Farm LifePath 2010 Fund R1 (RATOX) ExpRatio: %, Chart
    º State Farm LifePath 2020 Fund R1 (RAWOX) ExpRatio: 1.45%, Chart
    º State Farm LifePath 2030 Fund R1 (RAYOX) ExpRatio: %, Chart
    º State Farm LifePath 2040 Fund R1 (RAUOX) ExpRatio: %, Chart
    º State Farm S&P 500 Index Fund R1 (RSPOX) ExpRatio: %, Chart
    º State Farm Small Cap Index Fund R1 (RSIOX) ExpRatio: %, Chart
    º State Farm Small/Mid Cap Equity Fund R1 (RSEOX) ExpRatio: %, Chart
    º Templeton Foreign Adv (TFFAX) ExpRatio: 0.94%, Chart*
    º Thornburg International Value A (TGVAX) ExpRatio: 1.49%, Chart
    º T. Rowe Price Retirement Income Fund (TRRIX) ExpRatio: 0.59%, Chart
    º T. Rowe Price Retirement 2010 (TRRAX) ExpRatio: 0.64%, Chart
    º T. Rowe Price Retirement 2020 (TRRBX) ExpRatio: 0.71%, Chart
    º T. Rowe Price Retirement 2025 (TRRHX) ExpRatio: 0.74%, Chart
    º T. Rowe Price Retirement 2055 (TRRNX) ExpRatio: 0.77%, Chart
    º Vanguard 500 Index (VFINX) ExpRatio: 0.18%, Chart
    º Vanguard European Stock Index (VEURX) ExpRatio: 0.22% , Chart
    º Vanguard International Explorer (VINEX) ExpRatio: 1.60%, Chart
    º Vanguard International Growth (VWIGX) ExpRatio: 0.51% , Chart
    º Vanguard Pacific Stock Index (VPACX) Japan Stock, Chart
    º Vanguard Precious Metals (VGPMX), Chart
    º Vanguard Target Retirement 2015 (VTXVX), ExpRatio: 0.00% Chart
    º Vanguard Total Stock Mkt Idx (VTSMX), ExpRatio: 0.15% Chart
    º Vanguard Wellington (VWELX), ExpRatio: 0.27% Chart
    º Vanguard Windsor (VWNDX), ExpRatio: 0.30% Chart
    º Van Kampen Emerging Growth A (ACEGX), Chart
    º Vantagepoint 500 Stock Index II (VPSKX) ExpRatio: 0.26%, Chart
    º Vantagepoint Core Bond Index II (VPCDX) ExpRatio: 0.28%, Chart
    º Vantagepoint Equity Income Fund (VPEIX) ExpRatio: 0.92%, Chart
    º Vantagepoint Inflation Protected Securities Fund (MT) (VPTSX) ExpRatio: 1.11%, Chart
    º Vantagepoint International (VPINX) ExpRatio: 1.11%, Chart
    º Vantagepoint Long Term Growth (VPLGX) ExpRatio: 0.14%, Chart
    º Vantagepoint Overseas Equity Index Fund Class II (WC) (VPOEX) ExpRatio: 0.53%, Chart
    º VantageTrust International Fund (VPINX) ExpRatio: 1.11%, Chart
    º VT Fidelity Contrafund (see Fidelity Contrafund)
    º VT Fidelity Diversified Int'l (FDIVX) ExpRatio: 1.01%, Chart
    º VT Rainier Small-Mid Cap Equity Fund (L7) (RIMSX) ExpRatio: 1.18%, Chart
    º VT Templeton Growth A (TEPLX) ExpRatio: 1.05%, Chart


Zweig Mutual Funds (?)

^ INVEST
NEWSGROUPS
also see.. Forums, §NEWS§

alt.invest.penny-stocks
misc.entrepreneurs, misc.entrepreneurs.moderated
misc.invest ( FAQ )
misc.invest.canada
misc.invest.commodities
misc.invest.emerging
misc.invest.mutual-funds, misc.invest.funds ( FAQ )
misc.invest.futures
misc.invest.misc
misc.invest.options
misc.invest.real-estate
misc.invest.stocks

^ INVEST
PUBLISHING, BOOK SELLERS
Quotes & Charts from.. Yahoo Finance
Quote Chart Investor Relations
AMZN Ch Amazon Com Inc
BKS Ch Barnes & Noble Inc
MSO Ch Martha Stewart Living Omnimedia Inc
MHP Ch McGraw-Hill Inc

^ INVEST
REGULATORY ACTIONS & COMPLAINTS
also see.. Brokerage Firms

Financial Industry Regulatory Authority, Inc. (finra.org)
BrokerCheckUse It! broker & brokerage firm arbitrations, complaints, regulatory actions & licensing information
FINRA Securities Helpline for Seniors
Fund Analyzer
Individuals (brokers) Barred by FINRA
Required Minimum Distribution Calculator from a traditional 401(k) or IRA
State Securities Regulators list of links to state securities regulators

North American Securities Administrators Association (NASAA)
Contact Your Regulator
Industry Resources
Investor Education
Issues & Advocacy
Newsroom
Regulatory & Legal Activity

U.S. Securities and Exchange Commission
Investment Adviser Public Disclosure search
SEC Action Lookup - Individuals with Court or Commission Orders entered against them

^ INVEST
RETIREMENT & SAVINGS PLANS, PENSIONS
also see.. 401(k), IRA, Brokerage Firms, §SENIORS§

DIRECTORIES-Retirement
dmoz.org Open Directory | Google.com | Wikipedia | Yahoo.com

American United Life Insurance Company (One America)
Retirement Services account access

AnnuitiesInstitute.com annuities as safe retirement investment strategies; company links, definitions

The Bogle eBlog

FirstGov for Seniors, Retirement Planner
Financial Planning
    º Investment and Savings Strategies

ICMA Retirement Corporation (ICMARC.org) manages, administers public-sector employee retirement plans

Investopedia.com
Retirement Tips: How to Choose the Best IRA Custodian

NBCLearn.com: Archives
Pensions: The Broken Promise Sept, 1972 News Transcript

Pbs.org: Frontline
The Retirement Gamble how portfolio managers reduce your income

Pension Benefit Guaranty Corp (PBGC) About
    º Introduction to Multiemployer Plans

Retirement-Planning-News.org, Links

Wikipedia
Bogle, John C. (1929) founder and former CEO of the Vanguard Group
    º Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor index funds are better, beating the market is a loser's game
    º Little Book of Common Sense Investing
401(k) IRA matrix comparisons: 401(k), Roth 401(k), Traditional IRA's & Roth IRA's
Comparison of 401(k) and IRA accounts
Employee Retirement Income Security Act
Financial independence
Life annuity
Longevity risk
Pension
Pension Benefit Guarantee Corporation
Pension fund
Pension Protection Fund UK
Retirement planning
Retirement plans in the United States
Retirement spend down


^ INVEST


SOFTWARE, SPREADSHEETS

DIRECTORIES-Technical Analysis Software
dmoz.org Open Directory | Google.com | Yahoo.com


AnalyzerXL ($) Software Suite for Microsoft Excel

Campbell R. Harvey, Fuqua School of Business, Duke U
Graham-Harvey Performance Metrics
Java Finance Tools
    º Bond Valuation
    º Mean-Standard Deviation Analysis

Damodaran OnlineUse It! Professor Aswath Damodaran, New York U
Class List
Corporate Finance
The Data Page how to collect data from a variety of sources
    º Getting Data from Bloomberg (pdf)
Investment Management
Papers & Research
Spreadsheet Programs (Excel)
Valuation
Web Casts

Giddy.orgUse It! professor Ian Giddy, Stern School of Business, NYU
Course Materials: Highlights
    º Bonds and Yields
    º Capital Asset Pricing Model
    º Forecasting and Efficient Markets
    º Futures and Options
    º Markets & Instruments
    º Portfolio Optimization
    º Risk and Return
    º Time Value of Money
Calculators and Spreadsheets for Finance
    º duration.xls
    º Credit Spreads Correlations Portfolio spreadsheet
    º Beta spreadsheet
    º Corning Valuation example
    º Merger valuation example: Schirnding
    º International portfolio investment
    º Option pricing

Google Search:
"technical analysis" site: sourceforge.net
"stock market" site: sourceforge.net

Lumina.com Analytica: ($) Decision/Risk Analysis

The Market Analysis System (MAS) About, FAQ, Forum
(Windows, Linux) free Open Source Technical Analysis/Stock Charting

McGraw-Hill Higher Education: Bodie, Kane, and Marcus Investments Site
Essentials of Investment 4th Ed. Book
    º Two-Stage Growth Stock Valuation Excel Spreadsheet

SourceForge.net/ Open Source Siftware
Artificial Stock Market
Evo

ta-lib.org, Documentation, FAQ
• free Open Source tecnical analysis libraries: .NET, C/C++, Perl & Excel
API how-to'sUse It!
Function Index C/C++ API
SourceForge.net Download
ta-lib forum at Yahoo Groups

XMLworks.com free Open Source GNU software


^ INVEST
STOCK MARKET
also see.. Analysis, Charts, Stock Exchanges Fundamentals, Indices

American Stock Exchange (AMEX)
Quote & Fundamentals for Listed Companies with Search by Sector or Location3345,

BusinessWeek.com, Forums & Chats ( Investing, Technology )
Charts & Cooporate Snapshots ( enter Symbol in URL at.. “ca 〈Symbol=” )
Investing
    º Columns
    º Economy & Bonds, Funds, Markets, Sectors, Stocks
    º Glossary

CBS.MarketWatch.com News
Fed Fund Rate

CNNmoney (money.cnn.com)
Dow Jones Industrial Average
NASDAQ 100 Index
Nasdaq Composite Index
S&P 500 Index chart

Dailystocks.com, Links
Charts
Quotes/Data

Electronic Resources Center

ESignal.com - Education Center
    º Free Resources

Financials.com
Annual Reports Service ($) with free alphabetical stock symbol lists
Mutual Funds
News
IPO's
Portfolo online: create, monitor, simulate
Quotes / Company Data by Ticker or by Company Name
Research Assistant
Trade basics, brokerages, investor information & news

Holt Stock Report
Archive

InternetNews.com, Stocks

InvestorGuide.com, Links
Quotes and Charts (from quotes.barchart.com)
University educational articles on investing & personal finance
Manufacturing.net News, About
Control Engineering
• Key Economic Indicators: U.S., International
The Manufacturing 50 stocks
Design News
Industrial Distribution
Logistics Management
Modern Materials Handling
Plant Engineering
Purchasing
Supply Chain Management Review

Morningstar, Inc.Use It! SiteMap

MultexInvestor.com

NASDAQUse It! free window into the Nasdaq stock market
Charts with trading volume & moving averages; enter up to 10 symbols
Company Financials 4 yr, quarterly option
ETFs/QQQ (Exchange Traded Funds)
Investor Tools software links
Market Activity, News

New York Stock ExchangeUse It! (NYSE) real time quotes, market information, regulations, news..

PCQuote.com, About, SiteMap
• Briefs: Bond, Interest Rate
Options
Stocks
    º Top Ten Lists (AMEX, NASDAQ, NYSE) volume, price gainers, losers
Futures

Quicken.com: ( Glossary ) Stock Market Investments Trading, Tracking, and Analysis
Markets
Portfolio Create real or imaginary portfolios
Quotes & Research
Stock Symbols

Quote.com (finance.lycos.com)

SiliconInvestor.com
Quote, Chart, Market Monitor, Messages

Stockclub.com
StockPickr.com portfolios

TheStreet.com, About, Search, SiteMap
Cramer Radio ArchivesUse It!
News
Research
    º Funds
Stock Quotes, Java Charter
US Indices

Trade2Win.com uniting & supporting active traders, Forum

WallStreetCity.com with Wall Street Ticker pop-up
Charts (1 mo to 15 yr to max) with Technical Options & Symbol Lookup

WSRN.com Wall Street Research Network

Yahoo! FinanceUse It!

Zacks.com

^ INVEST
COMPUTERS

Quotes & Charts from.. Yahoo Finance
Quote Chart Investor Relations
CSCO Ch Cisco Sys Inc
DELL Ch Dell
GTW Ch Gateway Inc
HPQ Ch Hewlett-Packard Co
INTC Ch Intel Corp
MSFT Ch Microsoft
ORCL Ch Oracle Corp
SUNW Ch Sun Microsystems Inc

^ INVEST
CURRENCY EXCHANGE RATES, DOLLAR, FOREIGN EXCHANGE (FX) TRADING

OANDA, foreign exchange, currency information services & trading
FXTrade
• Traveler's: FX Currency Converter, Cheat Sheet

U British Columbia, Sauder School of Business
Pacific Exchange Rate Service
    º Trends

xe.com, Universal Currency Converter

^ INVEST
STOCK EXCHANGES
including.. International Exchanges
also see.. Global, Stock Market

American Stock Exchange (AMEX)
Quote & Fundamentals for Listed Companies with Search by Sector or Location

Chicago Board of Trade commodities & financial derivatives, About
Market Price Data and Commentary
• Markets: Agriculture, DOW, Interest Rate, Market Data, Metals
News
Tutorials

Chicago Board Options Exchange (CBOE)
Index Microsite
Learning Center
Market Data

Chicago Mercantile Exchange: Futures Exchange; Futures & Options on Futures
Education: Basics, Brochures, Strategy Papers
GLOBEX eTrading
Market Data

NASDAQUse It! free window into the Nasdaq stock market
Charts with trading volume & moving averages; enter up to 10 symbols
Company Financials 4 yr, quarterly option
ETFs/QQQ (Exchange Traded Funds)
Investor Tools software links
Market Activity, News

New York Stock ExchangeUse It! (NYSE) real time quotes, market information, regulations, news..
Philadelphia Stock Exchange (PHLX) stocks, (equity & index) options, currency (options & futures)
10 Most Active


^ Stock Exchanges

INTERNATIONAL EXCHANGES

Australian Stock Exchange

JSE Securities Exchange (Johannesburg Stock Exchange)

London International Financial Futures & Options Exchange (LIFFE), SiteMap
Quotes & Prices, Daily information sheets

Madrid Stock Exchange (Bolsa de Madrid) English

Numa.com Financial Derivatives, FAQ, Forum ( Intro ), Links, SiteMap
Directory of Futures & Options ExchangesUse It! Global Portal by Country

South African Futures Exchange
Stockholm Stock Exchange

^ INVEST
STOCK SYMBOLS

Marketwatch.com
Symbol Lookup

Wikipedia
Ticker symbol


^ INVEST
SUSTAINABLE BUSINESS
also see.. §ENERGY§, §AGRICULTURE§, §ARCHITECTURE§,

BankWatch.org prevent environmentally & social consequences of international development finance, About
• be an Active Bankwatcher
Citizen's Guide & MDB Database
Monitroed Institutions
Publications

LowCarbonEconomy.com
SustainableBusiness.com

^ INVEST
THEORIES

Google Books
    º Category:Finance
    º Category:Money
Market Wizards by Jack D. Schwager
The New Market Wizards by Jack D. Schwager
Trend Following by Michael W. Covel

Wikipedia
Buy and hold
Efficient-market hypothesis
Index fund (Indexing strategy: invest in index funds)
Investment strategy
Market timing
Trend following


^ INVEST
TUTORIALS & ALERTS
also see.. §ECONOMICS§, Fraud, Portfolio Management

DIRECTORIES-Investment Education & Training
dmoz.org Open Directory | Google.com | Yahoo.com

DIRECTORIES-Investment Guides
dmoz.org Open Directory | Google.com | Yahoo.com


Alliance for Investor Education

American Association of Individual Investors
Broker Issues
Financial Planning
Investing Basics
Mutual Funds
Portfolio Management
Stocks

American Savings Education Council

Ameritrade's Guide to Online InvestingUse It! & Encyclopedia:
Debt Securities
Investment Strategies
Mutual Funds http://www.ameritrade.com/education/html/encyclopedia/tutorial6/
Retirement Planning
Security Analysis and Research
Stocks

Brill's Mutual Funds Interactive (by Marla Brill, Boston Globe), Forums, Links to Companies, Search
Funds 101 Tutorials

Campbell R. Harvey's, Hypertextual Finance GlossaryUse It! ( A )

Concepts of Investing from ThinkQuest.org
Cool Fire Technology, BrainBank, Finance

CyberHaven.com Resources for Financial Success
Asset Protection & Becoming Judgment Proof by Adam Starchild
Fortress Switzerland: The Global Gateway, major money management center of the world
Investor's Library
Offshore Entrepreneur from the book on international living & investment
Offshore Library articles on offshore investing, tax havens & asset protection
Tax Library

Damodaran OnlineUse It! Professor Aswath Damodaran, New York U
Class List
Corporate Finance
The Data Page how to collect data from a variety of sources
    º Getting Data from Bloomberg (pdf)
Investment Management
Papers & Research
Spreadsheet Programs
Valuation
Web Casts

Financial PipelineUse It! Lnks
Bond Page
    º Credit Ratings and Analysis
    º Fiscal Policy
    º Interest Rates: Components, Forecasting, Why Interest Rates Change
    º Bonds: Characteristics, Management Strategies, Spreads, Trading, Types, Valuing

Invest-Faq.com (Ads!), Articles, Technical Analysis
Basics
Bollinger Bands
Elliott Wave Theory
Regulation - Federal Reserve and Interest Rates

InvestingOnline.org
Getting Started
Online Broker Ratings Investing Simulator Center

Investment Company InstituteUse It! Investor Education, Site Map
•A Guide to Bond Mutual Funds: ( pdf ), ( html ) these are slightly different reports
A Guide to Understanding Mutual Funds
    º Closed-End Funds
    º Open-End Funds
    º Unit Investment Trusts
Online International Resources for Investors
Statistics & Research

Investors.com (subscription req'd)
Ask Bill O'Neil Archives
Learning Center
Morningstar, Inc., Mutual Funds ( QuickRank ), SiteMap
Investing Classroom

National Association of Securities Dealers (NASDR)
Complaint Center
Investor Alerts
    º 10 Tips to Keep Track of Your Investments
    º Mutual Fund Breakpoints: A Break Worth Taking
    º Understanding Mutual Fund Classes & fee and expense glossary
Investor Education, SiteMap
    º Mutual Fund & ETF Expense Analyzer, Glossary
    º Smart Investing: 401k

North American Securities Administrators Association (NSAA), SiteMap
• Enforcement: Investment-Related Complaint
Investor Education & Press Release Archive
    º Investor Tips & Alerts
Library, News

Oaktree-Research.com/, About
Corporate Finance, Finance Theories
Investments

Phillip Greenspun: Money, Money, Money (and Investing) short, fun lessons in investment

QuantNotes.com
Fundamental Concepts

Studyfinance.com for students of introductory finance at the University of Arizona
Time Value of MoneyUse It!

TeachMeFinance.com
Bond Valuation
Annuities, Perpetuities
Time Value of Money present & future values

U.S. Securities and Exchange Commission, Investor Information
Alerts
    º Analyzing Analyst RecommendationsUse It!
    º Investor Alert: Stock Market Fraud "Survivor" Checklist
Complaints and Enforcement
The Internet and Online Trading invest wisely & avoid fraud


^ INVEST
VENTURE CAPITAL
DIRECTORIES-Venture Capital
dmoz.org Open Directory | Google.com | Yahoo.com

ARCH Ventures - About, Venture Capital Journal
CW Ventures - About, Limited Partners, Portfolio Companies

Polaris Ventures - About, History, SiteMap
FAQ, Success Stories

Red Herring magazine; innovation, technology, financing & entrepreneurial activity, About

Venrock Associates - About, SiteMap
Portfolio
Submit a Business Plan

VentureOne.com ($) venture capital and private equity research & information

^ INVEST

RuleBar

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