-
05 Jan 2009 16:53
-
29 Dec 2009 19:40
-
29 Dec 2009 11:24
-
18 Dec 2008 16:00
MBA Finance Class Investment Information
Will Rogers once said, “Don’t gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don’t go up, don’t buy it.” -
18 Dec 2008 11:22
Will Rogers once said, “Don’t gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don’t go up, don’t buy it.”
Here are some web sites that may be helpful when seeking academic investment information...
Remember, your personal situation is unique, and you might want to get professional investment, tax, accounting and legal advice before you act on any potential investment opportunity. The following list is merely a list of some web sites that you might find helpful in doing preliminary research.
It is NOT intended to be comprehensive or representative of all possible financial web sites... or to be a list of recommendations... or even a list of the very best financial information web sites... just a starting point for further academic research before you actually invest or spend money. Use with caution and at your own risk!
You might want to keep this link handy for future reference... and feel free to share this information with your friends!Dan's Finance & Investment Communications for You:
Dan's Online Investment Class Info (available to anyone in the general public - not for MBA students)
Investment Class Wiki
TV Video Archives
PBS News Hour Business Reports - Jan-June '08PBS News Hour Business Reports - July-Dec '08
Charlie Rose Show - occasional business guestsWall Street Warriors - TV Show
Wall Street Warriors - early review
Wall Street Warriors - Season1: Episodes 2 & 6; Season 2: Episodes 1, 2, 5, 7, 8 & 10
Wall Street Warriors - Questions for discussion
Clubs
Money Club Article
Smart Cookies
Smart Cookies - bookFinance Principles
10 Fundamentals of Finance
10 Basic Investment Concepts
Stop Wasting MoneyCorporate Governance Challenges
The Compelling Case for Change
Corporation 20/20Economy
End of Credit Era - But What's Next?
The Big Picture
Briefing.Com
Who Killed the Economy?
Visual Guide to the Financial Crisis
History of Government Bailouts
Economic Doom PPT
Morgan Stanley - Mary Meeker Projections
Venture Capital Business is Broken
Economic Projections - Consumer Electronics
Google is optimistic about 2009!Basics
Wall Street Firms CapitalizationInvestment Basics
Mutual Fund Investing
Stock Investing
Stock TradingExchange Traded Funds Screener
401 K & IRA
529 & College Savings Plans
Credit Information
FiLife
Free Credit Reports - Forget copycat sites. This is the official Web site where you can get a free report from each of the three credit bureaus once a year.
Credit Score - Buy your score from one credit bureau for $15.95 or from all three for $47.85. Plus, get advice on how to raise your score, and use the site's EZ Error Correct system to dispute mistakes.Social Security calculator - Type your name, Social Security number, birth date, birthplace and mother's name into this secure site, and it will show your estimated benefits based on your up-to-date earnings record.
Health Insurance Quotes - Provides immediate quotes for most major health insurers and compares policies. For personalized attention, call 800-977-8860 or find a local broker.
Health Insurance for people with medical conditions or modest incomes.
Medicare - detailed information about Medicare, with excellent tools to help you pick the best Part D plan or Medicare Advantage policy based on your specific medications and health condition.
Term Life Insurance - An easy way to get term-insurance rates from many of the top companies. Call 800-442-9899 for personalized help, especially if you have a medical condition.
Term Life Insurance - Use this site to see the detailed criteria you must meet to qualify for each company's term-insurance rates.
Auto Insurance - Lets you compare price quotes from several major insurers (the number varies by state). Also a good resource for money-saving tips on every kind of insurance. For personal help, contact an agent.
Homeowners Insurance - For a fee of $7.95, you can calculate how much coverage you need. Plug in data about your home's age, building materials and other details, and get an immediate estimate of its replacement cost.
Complaints - National Association of Insurance Commissioners maintains complaint records for each insurer in every state. Focus on the complaint ratio: the number of complaints for every dollar the insurer collects in premiums.
Asset Allocation
America's Challenges:
Shift Happens
Perot Charts
Pickens Plan
Pump the Plug
Water Crisis (free book)
Crowdsourcing
The World Is Flat
Hot, Flat & Crowded
Auto Industry Collapse
Google Clean Energy 2030
All About Google PPT3 Basic Choices...
1. Savings & Interest Rates:
Save for a specific goal - FDIC-insured, minimum goal of $250 and a $25 deposit. Your timetable must be at least three months and no longer than 50 years.Tell SmartyPig how much you need to save and when you need the money, and it will suggest a monthly contribution to be deducted from your c MBA Finance Class Investment Information
US Treasuries Rate & Info
CD Auction2. Bond Valuation
Bond Yields (Goldman Sachs - GS)3. Stock Valuation
Fundamental Research:
MSN Stock Research Wizzard
MSN Stock Research Wizard - Apple ExampleCNBC Stock Screener
Motley Fool CAPS
News & Analyst Upgrades or Downgrades
Technical Research:
Technical AnalysisWall Street Journal Big Charts
Stock Mood (free regisitration required)
Depression Investing:
Junk Bonds:
If you think they are going UP in value...
iShares IBoxx High Yield Corporate Bond Fund - HYGIf you think they are going DOWN in value...
Rydex Inverse High Yield Strategy Fund - RYIHX
Employee Benefit Plans:
Play Money Stock Exchanges:
WeSeed
kaChing
Fantasy Stock ExchangeCNBC - open from time to time
Virtual Stock Exchange
London Stock Exchange Game
CovestorPortfolio Optimization
Crowd Opinions
Options (i.e. Citigroup, Symbol: C )
CBOE Volatility Index - defined
The expected movement in the S&P 500 index over the next 30-day period, on an annualized basis. For example, if the VIX is at 15, this represents an expected annual change of 15%.
Indices:
S&P 500 - companiesIndex Funds
Index investing - partial book chapter
Wisdom Tree Small Cap Earnings Index ETF
Exchange Traded Funds - ETFs
Commodities
Short Selling
Exchange Traded Funds for Short Sellers
Chart - SDS vs. SSO (twice the volatility)
Example - 10/9/08RiskSharpe Ratio - Academic Explanation
Prof. William F. Sharpe - Stanford - Modern Portfolio Theory
Video Meeting of Laureates in Economic Sciences, 2004
Video American Finance Association
Audio Part 1, ProMoney Talk, 2006 (Starts at 8:10)
Audio Part 2, ProMoney Talk, 2006 (Starts at 2:25)
Money Management Software
Mint
Rudder
Buxfer
Thrive
Money2Manage
Personal Budgeting
Green Sherpa
Moneygement
Geezeo
MoneyIO - UKBenjamin Graham
Warren Buffett
John Templeton
John BogleBogle Financial Markets Research Center
Louis Rukeyser
Compare Mutual Funds (i.e., Symbol: TEPLX vs. VFINX )
Yahoo Finance
Wall Street Journal
Google Finance
MSN Money Central
BloombergAge Related Funds
Wall Street JournalOverall Market Data Center
Startup Exchange Game
Company Research
US Mutual Fund Research (i.e. VFINX)
US Mutual Fund Screener
Asia Mutual Fund Research
Europe Mutual Fund Research
International Funds Screener
Exchange Traded Funds Research
Exchange Traded Funds Screener
Worksheets / Calculators
Games
Stock Market GameInvestopedia Trading Game (registration required)
Yalicoo
World Stock MarketTrade Your Game Assets - Gold Farming
News & Coming Events:
Google Investment News
Loud3r
Headlines Globe
Fast Eagle
Company Financial Calendars & Web Sites
Street Read
Silicon Alley Insider
Business Sheet
Upcoming Economic Calendar of Events
How to Read a Financial Report:
Accounting Basics
The IBM Guide
How to Read a Balance Sheet
Fundamental Analysis
SEC Beginner's Guide to Financial Statements
How to Read an Annual Report
How to Read an Annual ReportCEO Gains & Losses
Brokers:
Sharebuilder - Buy by Dollar Amount
E*TRADE
E*TRADE plans to enable U.S. Retail customers to trade on 42 international exchanges (6 currently available) while holding multiple currencies in a single dollar-denominated E*TRADE account.Interactive Brokers - access over 70 markets worldwide
Exchange Traded Notes
Currency Trading:
Currency Trading (practice for fun!)
FXCM - mentioned on Wall Street Warriors
DailyFX.Com
Currency Mutual Fund
Analysts:
Investors Business Daily
Value Line Investment Survey
Wall Street Transcript
Morningstar
The Street Ratings
Matrix USA LLC
World Stock Markets
World Markets
China Shell Companies
UK
Europe
AsiaFinancial Planning:
Financial Planning Basics
SumApp
The Far Side...
Pink SheetsS&P Info (if available) on these stocks
Research:
SEC Info via Twitter
Yahoo Finance
Yahoo Finance Video - Tech Ticker
Google Finance
Google News
MSN Money Central
Barron's
Forbes
Dow Jones Market Watch
AOL Money & Finance
Reuters Investing
CNN Money
CNN Money Stock Quotes
CNBCCNBC - Fast Money
Bloomberg
Fox Business News
WikiInvest
Seeking Alpha
Bob's Stock Advice
Kiplinger.Com
Institutional Investor
SFO Magazine
Financial Sense
Stocks & Commodities Magazine
Financial Times of London
The Economist
Euroland
Global Finance Magazine
Global Investor Magazine
World Investment News
UK NewsNowBriefing.Com
Smart Money
Cake Financial
CovesterWallet Pop
US Investment Publications:
Business Week
Business Week Statistics
Newsweek
Wall Street Journal
New York Times
News
Business Publications
Investment Tools:
Currency, Metals & Oil Trading (for fun!)
Sector Investing
Exchange Traded Funds
Investors Business Daily Online
The Street University
Value Line UniversityInteractive Brokers University
Value Line Free RSS Feeds
InvestopediaOnce a Month Trading School
Investment Information:Florida Trend Wealth Management
London Stock Exchange
Wikipedia Finance
Prosper LoansLending Club
Free Corporate Annual Reports
Free Mutual Fund Annual Reports
Free UK Annual ReportsMergerStat
Investment Clubs
Wharton Professor Investment Strategy
Wharton Professor Investment Book
Investors can improve on index-style investing by also holding stocks with low price-to-earnings ratios and high dividend yields, and by putting as much as 40% of their stock portfolios into foreign issues.
Wharton Professor ETF Index Funds
Ben Stein's Best Thoughts
Second Life Stock Exchange
Wells Fargo Bank - Stagecoach IslandMozo
Social Networks:Podcasts:
Other Information:
Directory
Blog Directory
Podcasts
Social MediaScottrade Social Community Video (registration required)
Newsletter & RSS FeedsBlogs
PKS Miami Blog
Blog
Blog
Blog
Blog
Blog
BlogRatings Agency
Commodities
ICE - contracts based on crude oil and refined products, natural gas, power and emissions, as well as agricultural commodities including cocoa, coffee, cotton, ethanol, orange juice, wood pulp and sugar, in addition to foreign currency and equity index futures and options.
Exchange Traded NotesDay Trading (NOT recommended!)
SMB Capital (mentioned on Wall Street Warriors)
Betting (NOT Legal in the US)
The Unlawful Internet Gambling Enforcement Act of 2006 made it illegal for banks and other financial institutions to process online wagers. The goal was to find an indirect way to regulate offshore casinos [… and sportsbooks… and real-money prediction exchanges…], which are outside the jurisdiction of American law enforcement. In short: the casinos are out of reach, but not the banks in the United States that process their transactions.
Bet on the MarketsResearch Tools:
Electronics Companies
SEC Company Search for 10-K
Example - 10-K - Intel - INTC
Quarterly Conference Call Transcripts
Google News - Intel - INTC
Twitter Search - INTC
Twitter Positive vs. Negative - INTC
Yahoo Finance - Headlines - INTC
Yahoo Finance - Blogs - INTC
Yahoo Finance - Company Events - INTC
Yahoo Finance - Message Board - INTC
Google Finance - Company Discussions - INTC
All Company Rumors
All Company Rumors
Tech Rumors
Starbucks Rumors
Financial Industry Rumors
Ford Motor Rumors
Yahoo Finance - Insider Transactions - INTC
Yahoo Finance - Analyst Estimates - INTC
Yahoo Finance - Analyst Opinions - INTC
Institutional Investor Buy & Sells - INTC
Social Media Spy - INTC
Wall Street Transcript - library
Value Line Investment Survey - library
Value Line - Report Example
Google Scholar
RefSeek
DeepDyveGoogle Docs & Slides
Simultaneous WritingFlowGram - present using web pages, PowerPoints, photos and voice
Stakeholder Management Template
Country Research:
Country - Korea
Laws - Korea - free registration required
Laws - Florida - free registration required
Culture Video - Korea
Consultant - Korea
Securities Licensing:
Series 7 General Securities Examination covers:- Equity Securities
- Debt Securities
- Government Securities
- Municipal Securities
- Money Market
- Economics
- Options
- Mutual Funds
- Annuities
- Issuing Securities
- Trading
- Customer Accounts
- Margin Accounts
- Retirement Plans
- Brokerage Office Procedure
- Fundamental & Technical Analysis
-
Direct Private Placements
- Recommendations
- Industry Regulations
Monitor this web site for changes:
Page2RSS
Make comments about which links are best
Blog to PDF Magazine
hecking account. And here's SmartyPig's stroke of genius: You can make your account public so family and friends can chip in toward your goal. SmartyPig offers a generous annual yield on the account. And the company has partnered with more than 25 retailers, such as Amazon.com and Macy's, where you can redeem your savings for a gift card with a bonus of up to 5 percent. -
16 Dec 2008 10:21
-
15 Dec 2008 10:20
Junk Bonds:
If you think they are going UP in value...
iShares IBoxx High Yield Corporate Bond Fund - HYGIf you think they are going DOWN in value...
Rydex Inverse High Yield Strategy Fund - RYIHX
Employee Benefit Plans:
-
12 Dec 2008 13:51
-
11 Dec 2008 11:21
-
10 Dec 2008 08:39
Search the Site
