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Section 1: SomeNotable Sites
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Yahoo Net Events for Finance and
Investing
http://events.yahoo.com/est5edt/Business_and_Economy/Finance_and_Investment/
This site is a daily list of investment audio
and visual on the internet.
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justQuotes
http://www.justquotes.com/ Enter ticker symbol or company name and you are linked to quotes,
charts, news, profiles, earnings estimates, SEC Filings, analysts and
research reports, magazine, newspaper and search engines and more...
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Personal Finance Information Source
http://www.mnstate.edu/kalra/usefullinks/Research.htm
Featuring financial articles, investment
commentary, retirement advice, and more -
Investor Words
http://www.investorwords.com/ With over 4,000 investing terms and 15,000 links between related
words, InvestorWords is the most comprehensive investing glossary
you'll find anywhere, online or off.
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Investing in Bonds
http://www.investinginbonds.com/ Individuals interested in learning more about bond investing can tap
into this new site, which enables investors to access a daily yield
table for municipal bonds, closing Treasury prices compiled by GovPx,
links to firms that provide pricing and general bond market
information, a list of bond dealers who are members of the The Bond
Market Association, booklets published by Association (including the
full text of the Association's Investor's Guides to Municipal Bonds,
Corporate Bonds, Mortgage Securities and Inflation-Indexed
Securities), and links to other Internet sites where bond market
information is available.
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Search Engine Watch
http://www.searchenginewatch.com/ Everything you ever wanted to know about Web search engines
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Big Charts
http://www.bigcharts.com Big Charts is a comprehensive and easy to use, and free charting
service. Build, save, and update your favorites.
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Fund Spot
http://www.fundspot.com/ Provides mutual fund family phone numbers and links, weekly news about
mutual funds investing, a discussion board for posting questions and
links to best general and mutual fund information sites, Roth IRA
resources, including links to articles about Roth IRAs and worksheets
and calculators for estimating benefits of converting to or opening a
Roth IRA.
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RothIRA
http://www.rothira.com The purpose of this site is to provide technical and planning
information on Roth IRAs to practitioners and consumers.
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FundFinder
http://www.pathfinder.com/money/funds/index.html Scour 7,500 stock and bond funds to find the best match for your
portfolio based on objective,performance, expenses, holdings, risk,
etc.
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1998 Mutual Fund Fact Book from the
Investment Company Institute
http://www.ici.org/facts_figures/factbook98_toc.html
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An Introduction to Investment Theory
http://viking.som.yale.edu/will/finman540/classnotes/notes.html An online investment text book by Yale Professor Will Goetzmann
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The Web Investor
http://www.thewebinvestor.com/mfcomp.html Listing of Mutual Fund companies online.
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100 Hot Financial Sites
http://www.100hot.com/finance/fullscreen.html 100hot Sites is a free directory to the most popular sites on the web.
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Section 2: Practitioner Daily Use Sites
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Starting Sites
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The Financial Data Finder- Ohio
State University
http://www.cob.ohio-state.edu/dept/fin/overview.htm This page points to financial and economic data available on the
Web and elsewhere. Other local resources include Department Home
Page, The Journal of Finance, Educational Resources in Finance,
Research Resources in Finance and the WWW Virtual Library:
Finance.
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Web Resources for Financial
Planning- Ohio State University
http://www.cob.ohio-state.edu:80/dept/fin/overview.htm •Financial Planning Tools •Home Loan Calculator •Outline of
Data Needed for Personal Financial Planning •Readings in Estate
Planning •Readings on Long-Term Care Insurance •Readings in
retirement planning •Readings in succession planning •Summary
of tax provisions important for self-employed individuals) •TIAA-CREF
software tools for retirement planning
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Investor Home
http://www.investorhome.com/ Investor Home includes links and background information for each
step in the investment process and all of the major Asset Classes
including Stocks, Bonds, Real Estate, Venture Capital,
Alternative, and Tangible investments. You'll also find quotes and
summaries of research from the industry's most respected sources.
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NuWire
http://www.nuwireinvestor.com
Publishes several articles
each day on investment news -
justQuotes
http://www.justquotes.com/ Enter ticker symbol or company name and you are linked to quotes,
charts, news, profiles, earnings estimates, SEC Filings, analysts
and research reports, magazine, newspaper and search engines and
more...
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Faqfinder
http://infolab.cs.uchicago.edu/faqfinder/ Site that scans the Internet for FAQ (Frequently Asked Questions)
files and indexes them.
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streetEYE
http://www.efrontier.com/ Index and search engine provide comprehensive access to all
resources of interest to investors and investment professionals.
We are committed to keeping it as complete, relevant, and
up-to-date as possible. You can participate in our commitment to a
comprehensive and up-to-date resource by submitting your favorite
links.
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Internet Finance Resources
http://www.lib.lsu.edu/bus/finance.html "This is a great site which constantly screens and finds new
financial site on the Internet."
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Investorama
http://www.investorama.com "Another site which I use to keep current with Internet sites
in the field of finance."
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The Syndicate
http://www.moneypages.com/syndicate "Another great site to keep up with the world of finance on
the web."
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WACHOWICZ'S WEB WORLD:Web Sites
for Discerning Finance Students
http://web.utk.edu/~jwachowi/wacho_world.html "The following financial management web sites are grouped to
correspond with the major topic headings in Fundamentals
of Financial Management, 10th ed., Prentice-Hall (1998) by
James Van Horne and John Wachowicz." It is a fine example of
using a web site to complement and enhance a hard copy
publication.
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Forums
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Financial Planning Forum
http://www.fponline.com First, you need to register with them at the above site, then
follow to the forum.
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Green Jungle
http://www.greenjungle.com/pub/
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AdvisorWorks -- Peter W.
Johnson http://www.advisorworks.com A site exclusively for investment professionals, AdvisorWorks
is a password-protected site that offers a Web bulletin board
system for advisors to discuss practice-related issues, as
well as extensive libraries and links.
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E-mail lists
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The Economist-Business This
week To start receiving Business This Week, send an email
with the message "join economist-business" to
newscaster@postbox.co.uk
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The Economist- News this
week To start receiving Politics This Week, send an email
with the message "join economist-politics" to
newscaster@postbox.co.uk
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Money Daily To sign up for Money Daily, point your browser to:
http://pathfinder.com/@@74YGNgUA1zRZrYeu/money /moneydaily/latest/
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WORTH To sign up for WORTH Weekly, point your browser to:
http://www.worth.com
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Financial Economists Network
(part of Social Science Research Network [SSRN])
http://www.SSRN.Com/ Financial Economists Network working paper and published paper
series. Every week they send out abstracts of newly published
and working papers that they've become aware of. These are
divided into "journals" which are devoted to various
topics and come complete with e-mail addresses of the authors.
For many it's a great way of keeping up with the cutting edge.
The problem with the working papers is that there's no quality
control.
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Tracking the Markets
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to top
Section 3: Financial Planning Resources -
College Costs
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College Board's Online College
Savings Adviser
http://www.collegeboard.org/css/html/save.html
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Fidelity ONline Investors Center -
College Cost Calculator
http://personal.fidelity.com/decisions/college/college_quiz.html
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Gabelli Funds Inc. College Savings
Calculator
http://www.gabelli.com/Gab_phtml/mfund/saving2.html
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College Savings Bank's "Create
Your Own College Plan
http://www.collegesavings.com/create1.html
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Insurance
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Coverage.com
http://www.coverage.com
Named Best Web Site for Serious Online Financial Services Research
in the category of insurance online by Interactive Financial
Services
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Quotesmith.com
http://www.quotesmith.com
Insurance price comparison service
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Insurance News Network
http://www.insure.com/ratings
Letter-grade ratings that are used by consumers, investors and
other interested parties from Standard & Poor's and Duff &
Phelps Credit Rating Co. The ratings you'll see here are called
Claims Paying Ability ratings - judgments of the insurers' ability
to pay policyholder claims.
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to Top
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Research Resources in Finance --
Ohio State University
http://www.cob.ohio-state.edu/~fin/journal/jofsites.htm
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Finance Research Centers
http://www.cob.ohio-state.edu:80/~fin/resources_
research/rsctr.htm
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Research Journals
http://www.cob.ohio-state.edu:80/~fin/resources_
research/rsjnl.htm
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Research Papers Online
http://www.cob.ohio-state.edu/~fin/journal/
jofsites.htm
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Data
http://www.cob.ohio-state.edu:80/~fin/osudata.htm
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Software
Statistical Software
http://www.cob.ohio-state.edu:80/~fin/resources_
research/rssoft.htm
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Books in Financial Economics
http://www.cob.ohio-state.edu:80/~fin/resources_
research/rsbooks.htm
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Locating Finance Researchers --
a World-Wide Directory of Finance Faculty
http://www.cob.ohio-state.edu:80/~fin/finhome.htm
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Upcoming Conferences and Events
http://www.cob.ohio-state.edu:80/~fin/resources_
research/rsconf.htm
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Other Related Sites
http://www.cob.ohio-state.edu/~fin/journal/
jofsites.htm
Contains: Other journals, institutional working papers
sites, personal working paper sites, The Financial Professional,
link collections, asset pricing & investments, derivatives,
corporate finance and government, financial institutions,
educational resources of interest to students and some "cool
sites."
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CARL UnCover
http://www.medlib.iupui.edu/carl.html
CARL UnCover has references and tables of contents to over 10,000
journals in numerous disciplines. You can use UnCover to locate, order
and receive articles via fax, and charge article cost to your
Mastercard or VISA account. UnCover is especially useful for browsing
and for identifying recent articles--over 1,000,000 articles published
since Fall 1988 are already in the database and descriptions of 2000
to 3000 newly published articles are generated daily. UnCover is made
available and supported by CARL Systems Inc., a marketing and support
organization of the Colorado Alliance of Research Libraries.
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Dr. Ed Yardeni's ECONOMICS NETWORK
http://www.yardeni.com/
Web site compiled by Ed Yardini, Chief Economist of Deutsche Morgan
Grenfell in New York . Access the online chart rooms, collections of
charts, economic indicators, weekly economic analysis and briefing,
topical studies and monetary and fiscal policies. Most charts are read
through Adobe Acrobat
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Resources for Economists
http://econwpa.wustl.edu/EconFAQ/EconFAQ.html
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List of Economic Journals
http://www.helsinki.fi/WebEc/Journals.html#f
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Web Finance Online
http://www.webfinance.net/
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Asset Allocation
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Efficient Frontier - An Online
Journal of Practical Asset Allocation
http://www.efficientfrontier.com/
Edited by William J. Bernstein
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THE INTELLIGENT ASSET ALLOCATOR
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Portfolio Theory For the Small Investor
http://www.coos.or.us/~wbern/BOOK/title.shtml
by William J. Bernstein
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Ibbotson Associates Research
Library
http://www.ibbotson.com/Research/Default.asp
Includes articles like:
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Taming Your Optimizer: The
Role of Asset Allocation in Portfolio Management
http://www.ibbotson.com/research/papers/Taming_Your_Optimizer/page0000.asp
Scott L. Lummer, Ph.D., CFA; Mark W.
Riepe, CFA; Laurence B. Siegel
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The Role of Returns-Based
Style Analysis: Understanding, Implementing, and Interpreting
the Technique http://www.ibbotson.com/Research/papers/Returns_Based_Style_Analysis/default.asp
Lori Lucas, CFA, Manager-Product Development, Ibbotson
Associates Mark W. Riepe, Vice President, Ibbotson Associates
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Hitting the Target: How to
Implement an Optimal Portfolio Using Mutual Funds http://www.ibbotson.com/Research/papers/Hitting_the_Target/default.asp
Lori Lucas, CFA, Ibbotson Associates
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Are Enhanced Mutual Funds
Worthy of Their Name? http://www.ibbotson.com/Research/papers/Enhanced_Index_Mutual_Funds/default.asp
Mark W. Riepe Vice President, Ibbotson Associates Matthew
Werner, Consultant, Ibbotson Associates
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Stocks, Brady Bonds, and
Currencies: Investment Opportunities in Latin America http://www.ibbotson.com/Research/papers/Stocks_Bradys_Currencies/default.asp
Paul D. Kaplan, Vice President and Chief Economist, Ibbotson
Associates
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William F. Sharpe's OnLine
Articles and Papers http://www-sharpe.stanford.edu/art.htm
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Asset Allocation: Management
Style and Performance Measurement. http://www-sharpe.stanford.edu/sa.htm
Reprinted with permission from The Journal of Portfolio
Management, Winter 1992. Presents the method now generally
known as Returns-based Style Analysis and shows results
obtained from the analysis of U.S. mutual funds.
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The Styles and Performance
of Large Seasoned U.S. Mutual Funds http://www-sharpe.stanford.edu/ls100.htm
Published on the World Wide Web, March 1995. A study of the
style and performance of 100 large, seasoned U.S. mutual
funds. Tests the hypothesis that "winners repeat".
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Setting the Record Straight
on Style Analysis http://www-sharpe.stanford.edu/fa.htm
Reprinted with permission from Dow-Jones Fee Advisor,
November/December 1995. An extensive interview with Barry
Vinocur that deals with a number of questions about this
technique.
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Financial Economists
Roundtable Statment on Risk Disclosure by Mutual Funds http://www-sharpe.stanford.edu/fer96.htm
A statement issued in 1996 concerning risk disclosure by
mutual funds.
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Morningstar's Performance
Measures http://www-sharpe.stanford.edu/stars0.htm
A study (in progress) on Morningstar's performance measures
and alternative measures used in academic and other industry
analyses.
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Mutual Funds
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amgdata.com
http://www.amgdata.com
For years the AMG customer base of Broker/Dealers, Mutual Fund
Companies and other Money Managers have utilized information
relating to mutual fund flows as a proxy for investor demand
sentiment. AMG is now offering more information and a larger
selection of perspectives relating to market liquidity to its
customers and future customers.
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Investment Company Institute
http://www.ici.org
National association of the investment company industry. This site
gives current statistical information about the mutual fund
industry.
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Lipper Analytical Services
http://www.lippernet.com
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Morningstar
http://www.morningstar.net
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Mutual Fund Due-Diligence
http://www.fortitude.com/essays.htm
A series of essays on mutual fund investing
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Mutual Fund Phone Numbers
http://www.itlnet.com/moneypages/syndicate/faq/phone.htm
"A ready reference to call your favorite fund company."
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Morningstar Mutual Funds on
Demand
http://www.investools.com/cgi-bin/Library/msmf.pl
Morningstar's full-page reports make it easy to find the funds
that best fit a portfolio. The complete, unabridged reports are
provided here -- the same as you would get as a print subscriber
-- with up to 500 statistics per page. Morningstar Reports are
available not just for international but for all reports,
domestic, intl or closed end.
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Mutual Fund Explorer
http://www.manhattanlink.com
Mutual Fund Explorer could be a new competitor to Morningstar,
possibly with faster updates, but without commentary.
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Mutual Fund Café
http://www.mfcafe.com/
This site gives current statistic information about the mutual
fund industry.
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quote.com
http://www.quote.com/
Morningstar statistics-FREE reports & ratings on over 7,000
funds!
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BES, Inc.'s Mutual Funds
Interactive
http://www.brill.com
This site claims that content is what makes them different. Site
is built around around exclusive information and insights you
won't find anywhere else, with original material and references to
other Internet resources.
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Advisorsw.com
http://www.advisorsw.com
Current returns-based style analysis for mutual funds
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Standard and Poor's Global
Ratings Book
http://www.ratings.standardpoor.com/funds
Standard & Poor's Managed Funds Ratings group rates money
market funds, bond funds, local government investment pools and
unit investment trusts. Standard & Poor's Managed Funds
Ratings also provides a customized portfolio monitoring service
designed for use by fiduciaries and fund management. Standard
& Poor's has been rating money market and bond funds since
1984. Assets under management for Standard & Poor's rated
funds exceeds $200 billion.
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Securities - Stocks
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Stock Screener
http://www.stockscreener.com/
You can search using up to 20 performance criteria! Define your
search as narrowly as possible.
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Online Money
http://money.com/zacks
Provides a distribution of brokers recommendations for company by
ticker or company name, a list of positive and negative earnings
surprises, on target earnings, and earnings reporting dates for
each company. Data provided by Zacks Research.
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Hoovers Online
http://www.hoovers.com
"The ultimate source for company
information"-subscription
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Quote.com
http://www.quote.com/
First Call Earnings estimates, company specific news and research.
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NYSE Listed Companies
http://www.nyse.com/public/listed/3c/3cix.htm
Links to listed companies homepages
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Amex Listed Companies
http://www.amex.com/stocks/stk_txt1.htm
Links to listed companies quotes
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NASDAQ Listed Companies
http://www.nasdaq.com/scripts/html3/
comlookup.idc?srch=name&contain=0&mkt=nnm&key=Microsoft
Links to listed companies quotes. Can then link to EDGAR for
public filings information...
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EDGAR
http://www.sec.gov/
Database of corporate information
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MIT Stock Database
http://www.stockmaster.com/
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Stockguide
http://www.stockguide.com/alpha.html
A quote server for pink sheet and otc stocks. It also helps you
find ticker symbols for hard to find stocks.
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Quotes
http://www.rtquotes.com/
This site provides delayed quotes on stocks.
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Online Money
http://money.com/zacks
Provides a distribution of brokers recommendations for company by
ticker or company name, a list of positive and negative earnings
surprises, on target earnings, and earnings reporting dates for
each company. Data provided by Zacks Research.
Back to Top
Links to: For new Web researchers, you may
wish to visit Internet
Tips which contains some procedural tips for internet research.
IAFP-International
Association for Financial Planning Home Page
Robert
S. Levitt, CFP, CFA
Partner, Evensky, Brown, Katz & Levitt
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