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Investing
We think the links below can be very helpful to you in your practice.
But Uncle Fed's Tax*Board makes no other representations about these sites.
Aids
100 Hot Financial Sites
100 hot Sites is a free directory to the most popular sites on the web.
1998 Mutual Fund
Fact Book from the Investment Company Institute
All of the documents are Adobe PDF files which require the Adobe Acrobat Reader or Plug-in
to view.
Advisor Software
"Innovative and insightful software for individual investors and their
Advisors."
AdvisorWorks -- Peter W. Johnson
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.
Bloomberg
This is a list of current domestic and international market indexes, both major and minor
indices as well as exotic markets.
Carlson Online
Provides equity information for Canadian investments. U.S. information on this site is
provided by Wall Street Research Net.
CyberInvest.com
Offers 23 free guides to the best investing resources on the Web, plus articles on online
banking, choosing an online broker, and others.
Eastern Technology Council
The Technology Council serves leaders of technology-oriented companies by providing
valuable contacts, capital, and information with a broad variety of events, publications,
and innovative services.
eCommerceFunds
This is a free site which allows visitors to monitor the week-to-week and year-to-date
performance of 100+ ecommerce stocks.
EDGAR Online
SEC Information When You Need It .
Einvestor
Einvestor offers links to financial websites, bulletin boards, chat rooms, and
up-to-the-minute trade execution completely free of charge.
FAQ Finder
Site that scans the Internet for FAQ (Frequently Asked Questions) files and indexes them.
Federal Reserve Board
"Today the Federal Reserve's duties fall into four general areas: (1) conducting the
nation's monetary policy;
(2) supervising and regulating banking institutions and protecting the credit rights of
consumers; (3) maintaining the stability of the financial system; and (4) providing
certain financial services to the U.S. government, the public, financial institutions, and
foreign official institutions."
The Financial
Data Finder- Ohio State University
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.
Financial Economists Network (part of Social
Science Research Network [SSRN])
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.
Financial Planning Forum
First, you need to register with them at the above site, then follow to the forum.
FitchIBCA
"Fitch IBCA is the first major credit rating agency with a truly international
perspective, staff and capabilities. The merger of Fitch Investors Service and IBCA Group
in 1997 put together two complementary companies that shared a dedication to analytical
quality, openness in their reasoning, and first-rate client service. By pooling their
respective strengths in different markets and regions, Fitch and IBCA have become one of
the top three global agencies with a capability to rate any capital market or inter-bank
market transaction or entity. "
FundFinder
Scour 7,500 stock and bond funds to find the best match for your portfolio based on
objective,performance, expenses, holdings, risk, etc.
Futuresweb
Futures and Options web portal. Charts, news, quotes, educational resources and thousand
of links to commodity related information.
Futuresweb Trading
Online brokerage services for futures and options traders. Real time quotes, news, charts
and educational resources are included with every new account.
Green Jungle
"GreenJungle provides investor education with financial articles, investment reading
lists, mutual fund directories, fund of the month analysis, market commentaries and a list
of links to related sites. AdvisorWorks, a sister site for professional investors includes
a forum and other resources."
Internet Edition
This site is where you view selections from the Financial Times of London. Wide ranging
international business coverage. Good business book reviews.
Introduction
to Investment Theory
An online investment text book by Yale Professor Will Goetzmann.
Investor Home
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.
InvesTools
Free Registration Page
Ten investment recommendations from top-ranked portfolio managers will be emailed to you
each Friday. We call it the INVESTools Advisory. You can personalize your home page to
include a Personal Watchlist. You can participate in ongoing Discussions with top-ranked
portfolio managers and other subscribers. You can read Reuters News articles for free.
Invest-O-Rama
Great educational material for the new investor, some financial data, easy to use and fun
reading.
Investors Alley.com
Stop by for daily news and commentary on Wall Street and Stock markets around the world.
Investors Alley also features articles on mutual funds, money management, bonds,
commodities, options, the economy and much more!
Investor Words
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.
JP Morgan:
Value-At-Risk Calculator
Uses JP Morgan's VaR data set for currency risk forecasts.
Money
Daily
To sign up for Money Daily.
Morningstar
"Helps investors with every stage of the investment process. Use daily news, quotes,
financial market commentary, analysis, stock and mutual fund data, investment tools and
ideas, and portfolio tracking for better investment decisions."
The Motley Fool
"Exists to educate, amuse, and enrich the individual investor; to prove to you that
the best person to manage your money is YOU; to propose that key to investment success is
doing one's homework; and to show that 'homework' can be fun."
newscaster@postbox.co.uk
The Economist- News this week. To start receiving Politics This Week, send an email
with the message "join economist-politics ".
New York Federal
Reserve
Daily 10 a.m. midpoint foreign exchange rates from the New York interbank market,
certified by the New York Federal Reserve Bank for customs purposes.
Online Intelligence Project
The Online Intelligence Project is oriented to individuals and professionals with an
interest in international news, commerce, and references. It uses an intelligence service
model to array Internet resources into departments and regional desks.
Penny Stocks
This site has a live chat area, quotes, news, rumors and other information helpful to the
penny stock investor.
Pensions and Investments - The International
Newspaper of Money Management
P&I Online is the source for performance data on separate account managers.
The Pristine Day Trader
Recommendations for active traders - Intra-day Hotline service - Free educational reports.
Gateway to financial newsgroups and many other financial related web sites.
PRS Online
International Investment Restrictions[ Regimes And Probabilities ] [ Investment
Restrictions ] [ Equity Restrictions ] [ Operations Restrictions ] [ Taxation
Discrimination ] [ Repatriation Restrictions ] [ Exchange Controls ] Five-Year Forecasts[
Political And Economic ] [ Turmoil ] [ Investment Restrictions ] [ Trade Restrictions ] [
Domestic Economic Problems ] [ International Economic Problems ]
RothIRA
The purpose of this site is to provide technical and planning information on Roth IRAs to
practitioners and consumers.
Strategic Forecasting
Money managers evaluating international investment markets may be wise to consider the
views of political risk analysts, area specialists, and even military affairs experts.
Political stability is as important as economic opportunity when investing outside their
domestic markets.
Van Hedge Fund Advisors
Useful educational material on Hedge Funds and Hedge Fund performance information.
Pacific Exchange Rate Service
Some historical rates back to 1971. Easy to use.
SEI Investment Review
This site provides SEI's monthly report on the economy, markets, asset allocation and
indices. It can be especially helpful for recent past return data.
Silicon Investor
High tech stock (including biotech) discussion groups, quotes, charts, and other features.
Great online community.
streetEYE
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.
Tax Swaps: A
Tutorial
Answers the three questions: What is a tax swap? What can a tax swap do? How
does a tax swap work? Then gives an example what a tax swap accomplishes.
TechInvestor
Information, news and analysis for the hightech investor. TechCalendar lists
computer-related events worldwide.
Trading Day
A search engine for investors. Provides links to news, charts, earnings, research, short
interest, insider trading, financials, profiles, ratios, SEC filings and message boards.
U.K. Business Net
Links to many International investment exchanges .
Universal Currency Converter
Interactive calculator and daily update by email.
Upside
The online site for Upside magazine. Outstanding articles about high tech and IP
companies, news and quotes.
Wachowicz's Web World:
Web Sites for Discerning Finance Students
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.
The Wall Street Journal
This site provides an updated version of The Wall Street Journal. It includes all
stories in the U.S., Asian and European edition. In addition, it provides a Personal
Journal which allows one to customize news reports. This site also just began charging.
Costs for Journal subscribers is $29.95 per year.
Wall Street Research Net
A site with tens of thousands of links to financial and investment sites all over the
world. A great starting point.
The Web Investor
Listing of Mutual Fund companies online.
Web Resources
for Financial Planning- Ohio State University
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 .
WORTH
To sign up for WORTH Weekly.
Analysis
Dismal Scientist
"The Dismal Scientist gives free economic information and economic analysis on the
Web. We analyze the economy and economic statistics from both a regional and macro level
perspective. The site includes forecasts, demographic information, and in-depth analysis
by nationally recognized economists."
Economic Policy Institute
The Economic Policy Institute is a nonprofit, nonpartisan think tank that seeks to broaden
the public debate about strategies to achieve a prosperous and fair economy.
Emerging Markets Companion
A convenient window into the emerging economies of Asia, Latin America, Africa and Eastern
Europe, with content contributed by premier market participants and news organizations,and
access to economic and political events, market activity, and investment strategies.
Investment Banks and Other Sources.
Hammer Capital Management Bond Research Analysis
"Essential to all accounts we manage is the creation of a written investment policy
statement. The investment policy statement communicates in writing our common
understanding of your goals and objectives for your account. Working together, we
will identify: Your primary financial goals. A time frame to reach your financial
goals. Your investment risk tolerance. Your investment
objectives. Individual considerations unique to your situation."
Internet Securities, Inc. Emerging Markets
Service
ISI Emerging Markets provides hard-to-get information about emerging markets economies
including financial, economic and political news and information, and transmits that data
through the Internet. Full-text news articles, financial statements, industry analyses,
equity quotes, macroeconomic statistics, and market-specific information, which are
derived directly from local information providers, appear in both English and the local
language.
Standard & Poor's Bond
Ratings
"Standard & Poor's Ratings Services is the world's leading provider of timely,
objective credit analysis and information. We have been rating conventional-term debt and
general-obligation corporate and municipal bonds since 1916. Our familiar letter-grade
ratings symbols have long been trusted measures of credit quality worldwide. Determined
through a rigorous, defined ratings process, these ratings provide important benefits to
borrowers and investors alike."
STYO's Daily Bond Inventory
Each day Stone & Youngberg updates its available inventory of fixed income securities.
You may merely browse the inventory, or place an order request. If you request an order,
please click on the highlighted issue. You will be taken to an order request form that
will calculate the cost of your investment based on the dollar price. This includes fees
and any accrued interest to settlement. Once an order request has been placed, it will be
confirmed by Stone & Youngberg by telephone.
Tips, Inc., Fixed-Income Analysis Software
"The leading provider of fixed income analytics software development tools. Tips'
Standard Securities Calculations Software Library produced for the Securities Industry
Association and The Bond Market Association is recognized as the "new standard in
standard calculations."
Vanguard
Tax Center
Your one-stop source for links to all of Access Vanguard's tax-related tools and
information.
Yardeni Economic Network
"Dr. Ed Yardeni's Economics Network should be your number one source for economic and
financial information. This user-friendly, award-winning site includes the world's first
and most comprehensive CHART ROOM with thousands of charts. Also included are a daily
fax-on-demand service, weekly analyses, longer-term Topical Studies, and lots of links.
It's a great site for economists, investors, business managers, and students."
Associations
AAII
American Association of Individual Investors' site, with educational material, research,
message board, and more.
The American Association of Individual Investors
Our purpose is to arm investors with the tools and knowledge to manage finances
effectively and profitably.
Investment Company Institute
National association of the investment company industry. This site gives current
statistical information about the mutual fund industry.
National Association of Investors
Corporation (NAIC)
"As a member of NAIC you will receive more investment information than you can ever
use in a lifetime. NAIC is a a not-for-profit, largely volunteer organization dedicated to
investment education. NAIC offers you many unique products, services and professional
support to help you become an informed investor. Most of NAIC's investment analysis forms
and guides are easy to learn and use and provide you with a sound, proven method for
investment analysis. You may pick and choose from any of the products and services to add
to your investment knowledge. Investing the NAIC way means investing for a lifetime."
Public Securities Association (PSA)
"The Bond Market Association represents securities firms and banks that under-write,
trade and sell debt securities both domestically and internationally. This site offers
research information, legislative, regulatory and legal news on the markets, standard
documentation, conference and publication information, and links to other industry
resources."
Bonds
BondBasics
A free tutorial in an HTML format, slide show and movie.
Bondtrac
"Bondtrac provides on-line access to a database containing thousands of municipal,
corporate, U.S. government and agency bond offerings."
BondVu Home Page
"BondVu is a real-time affordable bond pricing system delivering comprehensive fixed
income information via the Internet. Product features include access to descriptive
information on 2.5 million U.S. taxable and non-taxable fixed income securities, live
market data updates, single-security analytics and portfolio valuation."
Brady Net Bonds Information
BradyNet Pro is a premium service oriented for market professionals and serious
investors. Features include Brady bond pricing information, a database of other Emerging
Markets fixed income instruments, and tools to analyze them and integrate them in to your
portfolio.
Fidelity
Bond Funds
A list of all the bonds you can trade, marking the funds are available without your paying
a transaction fee to Fidelity.
Government & Corporate
Bond Information: Europe
"Obligations, bonds en Europe présentés par pays."
Government & Corporate
Bond Information: N. and S. America
"Obligations, US bonds presented in alpabetical order."
Investing in
Global Bonds: A Tutorial -- T. Rowe Price
"Whether you recently became interested in international investing or are a seasoned
global investor, a quick refresher course on foreign bond investing should help you assess
your current strategy and future plans for the fixed income portion of your investment
portfolio."
Junkbonds
by T. Rowe Price
Understanding High-Yield "Junk" Bonds: Market Behavior,
Market
Liquidity, Defaults and Losses,
The Impact of
Recession, Reward vs. Risk,
No Free Lunch
Lebenthal & Co. Tax-Free
Municipal Bonds
"Over the last thirty years, tens of thousands of investors have bought their first
bond after reading The Municipal Bond Information Kit. You'll learn about General
Obligation vs. revenue bonds, bond insurance, coupons, tax treatment of bonds, how bonds
have fared vs. inflation, selling your bonds, and a whole lot more."
Moneyline Real-Time Bond Quotes and
Analytics
"The Internet's leading aggregator of financial market data, news, commentary, and
e-commerce applications. MoneyLine provides financial professionals a real-time,
interactive window to the world's financial markets. Click on the dolphin above for your
free trial of the service."
National Muni Bond
Yields
Keywords: "National Muni Bond Yields4 Municipal Two Five Seven ten fifteen twenty
thirty year municipal bonds yields PSAs yields PSA"MoneyWorld's Bonds Faqs "1)
What are government bonds and how do they differ from shares? 2) What are gilts, bunds, US
treasuries and bonds?, etc..."
Prudential Securities
Daily Bond Market Commentaries
"Keep up to date on market activity with Prudential Securities daily market
commentaries--technical market outlook, stock and bond market updates, and Treasury market
update. Listen to our stock market commentaries via RealAudio."
Prudential
Securities Municipal Bond Information
Covers both the advantages and disadvantages of investing in fixed income. Answers basic
questions and concerns about bonds.
PSA/Bloomberg National
Muni Bond Yields Updated Daily
"National Municipal Bond Yields, Two, Five, Seven, ten, fifteen, twenty, thirty year
municipal bonds yields, PSA yields."
Roosevelt & Cross (U.S.
Tax-Exempt) Bond Brokerage
"Wall Street Directory Search Engines contain over 50,000 financial listings for
Traders and Investors providing contact information, direct email linkage, product and
service descriptions as well as site links to thousands of locations both on and off the
internet."
Smith Barney Municipal Bonds Information
"A leader in the U.S. securities industry, Smith Barney provides brokerage,
investment banking and asset management services to corporations, governments and
individuals around the world. Our more than 28,000 employees work from more than 500
locations throughout the U.S. and internationally. The firms's core services include
sales, research and trading for individuals and institutions, underwriting, advisory and
specialty financing for corporations and government entities, mutual fund services, and
futures and asset management."
Styo's Free
Annuity Guide
"Annuities have changed dramatically in recent years. We feel it is important that
you are kept up-to-date on these changes, no matter where you purchased your annuity
product. We can evaluate your annuity and make sure you are getting the most from your
investment. Stone & Youngberg has a long-standing commitment to the prosperity of our
clients. This free annuity analysis is a valuable service we are pleased to make available
to you at no charge and with no obligation."
TradingEdge's BondLink
"BondLink is a real-time, fully secure high-yield bond trading system that
transforms your desktop into a virtual trading community. Now you can trade in your
telephone for a direct Internet connection to critical buy and sell information.
Easy to use and completely intuitive, BondLink is your key to trading faster and
more affordably. With an advanced graphical user interface, you can speed through all type
of transactions and simultaneously view all deals as they happen."
Commodities and Futures
CNNfn Commodities
"Energy. Metals, Livestock & Meat. All futures data are delayed 20 minutes."
End-of-Day Futures
Prices from Richard Potts
"Note: Access to the most recent (current day's) closing prices is
password-restricted. Newly registered users and prospective customers of Price Futures
Group can find the required User ID and password for accessing today's closing prices in
the letter of introduction they received in the mail or else in the text of an e-mail
message notifying them that their registration has been received."
End-of-Day Futures Prices from Technical
Tools (Fee-Based)
"Home of the award winning Chartbook. TT ChartBook helps you keep your
Technical Tools financial database organized and up to date. You create your own ChartBook
-- Then add pages and arrange them in any order for quick and easy access. Flip through
your ChartBook by tapping the spacebar, and switch futures deliveries with the up and down
arrows. It is all easy-to-use and Windows based."
End-of-Day Futures Prices from Thomson
MarketEdge (Fee-Based)
"Thomson Investors Network provides individual investors with the tools and
information professionals use. Access the finest financial information and data available,
and customize it for your investing needs."
Fluid Milk Futures
Settlement/Chicago Mercantile Exchange
CME BFP Milk Futures: Settlement Prices as of 07:00PM today or previous business day.
Futures-Trading.com
Worried about market volatility? Not only protect, but also increase portfolio performance
by up to 50% without added risk. Save approximately 30% in taxes on short-term
trading profits. Savvy investors, institutions, and pension funds are doing it. Now you
can too, with what many investors are calling the hottest "stock" of the future!
Glossary of
Derivatives Acronyms
"The FAST FOX SAFEly LEAPS over CHAPS with CHIPS on SWINGS but will DIE and ROT to
the ECHO of the buddhist OM. Understand all that?"
Hog Marketing Forecast
"Attention Futures Traders: We are offering, free of charge, our Futures Pocket
Calendar. It is a must for active traders, showing key dates of reports, deliveries
andtrading notices."
Hong Kong Futures Exchange
The Exchange operates futures and options markets on a broad range of products including
equity index, stock, interest rate and foreign exchange products. These products are
traded either on the Exchange's trading floor via open outcry or electronically on its
Automated Trading System (ATS).
INO.com - The Web Center for Futures &
Options
"The largest and most comprehensive website for futures and options traders!
Search below for FREE charts and quotes. We carry futures, stocks, and options
chains."
International Advisory Services Group:
Commodities Trading Advisors
"Easy-to-use Managed Futures Investment chart site on the Web. IASG offers you FREE
monthly historical charts and research on 100 trading advisors, funds and hedge funds.
"
International Finance & Commodities
Institute
"The International Finance and Commodities Institute (IFCI) is a non-profit
foundation that was created in 1984 on the initiative of the Swiss Futures & Options Association, with the
objective of promoting global understanding of commodity trading as well as financial
futures and options. Since its inception, IFCI has actively contributed to training and
the distribution of information concerning newly established options and futures
markets."
InterQuote Financial Quote Services:
Fee-Based Futures Info System
"The InterQuote Advantage: While other services provide only
"snapshot" quotes, InterQuote provides this and more - our unique continuously
updating quote service. Trading with snapshot data can be risky, since the data is
immediately outdated. InterQuote's continuously updated data is always current."
Ira Epstein
"FREE Cash Seasonal Charts!, FREE Access to Trading Pit Commentaries!,
View Price Quotes & Charts
(updated every 15 minutes throughout the market day), Market Letters, Charting & Option Valuation Software
Demo Disk, Internet Trading"
J.P. Morgan Commodity Indexes
J.P. Morgan is a leading global financial services firm that meets critical financial
needs for business enterprises, governments, and individuals worldwide. We advise on
corporate strategy and structure; raise capital; develop, structure, and make markets in
financial instruments; and manage investment assets. We also commit our own capital to
promising enterprises and invest and trade to capture market opportunities for our own
account.
Kansas City Board of Trade
"What's it like to trade at the KCBT? Simulated trading is now available... It's our
privilege to offer you , the potential trader, the opportunity to experience what it's
like to place orders and receive actual fills during market hours. Your simulated trading
account, with $50,000 equity, is traded using your market making decisions. Your
"equity" is yours, to place any type of order in all KCBT markets."
The LIFFE: London Commodities Exchange
"The London International Financial Futures and Options Exchange (LIFFE) is an
exchange where people trade financial risk. Those who do not want to take on financial
risks transfer them to people who have the appetite for them and the ability to control
them."
Lind-Waldock
"The world's largest discount futures brokerage firm offers free charts, online
trading, quotes, real-time news, trader information, live audio, and more tools for
traders."
The MATIF: Paris Commodities Exchange
"Since 1986, MATIF has offered an extensive line of derivative financial instruments
that enable investors to actively manage risks related to movements in interest rates. And
to address the needs of participants in European markets, it now proposes a full range of
euro-denominated futures and options on interest rates, with maturities ranging from 3
months (3-month Euribor) to 30 years (30-year E-Bond)."
The MEFF: Madrid Commodities Exchange
"MEFF Renta Fija is the Spanish Financial Futures and Options Exchange, Fixed Income,
Information on contracts, news, publications, training and technology of one of the
leading European Exchange."
Mid-America Commodities Exchange/Chicago
"There's a lot more to the MidAm than what goes on in the trading pits.Find out about
the people who use the markets, and how the whole system works. The markets have a
language all their own. Our online glossary provides you with a convenient tranlation tool
for these specialized terms."
Midstates Commodities: Commodities Trading
Advisors
Midstates Ag Services, Inc. has been serving the international fertilizer equipment and
seed markets for over 35 years.
Minneapolis Grain Exchange
"The Minneapolis Grain Exchange offers mock trading sessions to classes and
organizations that are interested in the futures market and financial risk management.
This educational session provides insight on why the futures market is used by producers
and traders. It gives basic and practical experience in futures use and trading. The
session is approximately one hour and is conducted on the MGE trading floor by MGE traders
and members. The mock trading session allows participants to experience filling futures
orders and making trade decisions in a simulated pit trading atmosphere."
NetFutures
"For nearly 20 years we have been utilizing state-of-the-art proven technology for
futures trading. Since the inception of electronic order entry, NetFutures takes
advantage of the latest technologies to make your futures investing simple and efficient.
At NetFutures, we are constantly searching for new ideas that will continue to allow us to
give you every possible investment advantage, whether you are a beginner or an
experienced trader. As new and exciting futures and options opportunities present
themselves, we will continue to bring them to you."
New York Cotton Exchange
"The information presented in this home page is for general information purposes
only.Although every attempt has been made to assure accuracy, the New York Cotton
Exchange, the Citrus Associates of the New York Cotton Exchange, Inc., and the New York
FuturesExchange, Inc., assume no responsibility for errors or omissions."
Prophet Information Services: Fee-Based
Futures Information System
"Prophet provides charts, daily updates, historical data, and Java-powered discussion
to all investors - futures traders, stock investors, options jockeys - Prophet has the
tools to make better trading decisions."
Rand Financial Services: Commodities Trading
Advisors
"Rand Financial Services provides proven accuracy and excellence in comprehensive
futures and options brokerage services. Our goal is to help customers receive maximum
benefit from their trading."
R.J. O'Brien: Commodities Trading Advisor
"From an 80 year legacy -- including Robert J. O'Brien's former Chairmanship of the
Chicago Mercantile Exchange -- R. J. O'Brien established itself as a clearing leader by
bringing a personal element to state-of-the-art services. Whether it's on the exchange
trading floors in Chicago and other international exchanges, or in the back office --
where in most places computers, not people, are important, RJO integrates high technology
and the impressive skills of its people, in order to most fully respond to the individual
needs of its customers."
Sharenet: South African Futures Exchange
"Sharenet was established in 1988 and was the first investment information vendor to
offer live JSE prices via Telkom's Beltel service. In March 1995 Sharenet opened it's
internet service. Since then the service has grown and been upgraded several times.
Sharenet now ranks as one of the best Web sites in South Africa."
USDA Ag Market News
Feedstuffs and Hay Reports brought to you by the University of Nebraska.
USDA Dairy Reports
USDA Market News Dairy Reports.
Exchanges
AMEX
American Stock Exchange. Company links, market summary data.
CBOT
Chicago Board of Trade. Information about the exchange and price data.
CBOE
Chicago Board Options Exchange. Information about the exchange and price data.
CHX
Chicago Stock Exchange. Includes statistics and records on the CSE and technology.
CME
Chicago Mercantile Exchange. Information about the exchange and price data.
NASDAQ
Current graphs, quotes, news and more. A must visit.
NYSE
New York Stock Exchange. Links to listed firms, some data.
US Securities and Exchange Commission
Everything you ever wanted to know about the SEC and how to contact them.
Finance Sites
About.com
"About finance and investing. Get hot news, helpful advice, key links, and invaluable
perspective from our expert human Guides."
The American College
"An independent, accredited, nonprofit educational institution that provides graduate
and professional education, primarily on a distance self-study basis, to individuals
seeking career growth in the field of financial services and insurance."
American Express Financial
Advisors
"Professional financial advice helps you assess your goals and select investments and
interactive tools to create your personal financial profile."
Bank Administration Institute
"BAI is the leading professional organization devoted to improving the competitive
position of banking companies through strategic research and educational offerings.
Banking Strategies Magazine, published by BAI, is a premier publication that explores
strategic and management issues in financial services."
Bank Rate Monitor
"Welcome to bankrate.com (SM) where you can search for the lowest mortgage rates,
best credit cards, auto loans, home equity, savings products, or any banking need."
BankWeb
"There are now 2,663 banks on BankWeb - 1,843 in the United States and 820
Internationally!"
College for Financial Planning
"College for Financial Planning...the premier provider of financial education, with
programs leading to the Certified Financial Planner designation, and many others. Web site
has information on our programs, and is geared for the financial services professional and
the general public."
Credit Union Land
"Credit Union News Source since 4/28/95."
D&T Online-Personal Finance
"News and information on personal finance, taxes and business, from Deloitte
& Touche's Center Of Excellence for Financial Counseling Services."
E-Analytics
Equity Analytics, Ltd. raises capital ($3 million to more than $1 billion) for public
corporations with unique situations and have the potential to dramatically increase sales.
Our people are seasoned
professionals who come out of some of the largest and most prestigious investment banks in
the world. Equity Analytics, Ltd. also provides IPO assistance, extensive research and
analysis, sector analysis, individual company analysis, and financial engineering services
to institutions.
Fidelity
Now enjoy access to research, IPOs and other investment products via Fidelity's strategic
alliance with Lehman Brothers. No two investors are alike. To meet a variety of individual
needs, Fidelity is divided into subsidiaries that offer unique investment products and
services.
Fund Alarm
"A free, non-commercial website. We provide objective information to help individual
investors make the mutual fund 'sell' decision."
International Association for Financial Planning
"IAFP's purpose is success for ethical and competent members who champion the
financial planning process to help consumers make smart financial decisions. IAFP is an
international membership association dedicated to two guiding principles: 1). Everyone
needs objective advice to make smart financial decisions. 2). The financial planning
process is the foundation for smart decision-making."
Institute of Certified Financial Planners
"A professional association of more than 15,000 CFP© licensees and candidate members
nationwide. Certified Financial Planner® members adhere to a code of ethics, co ntinuing
education and disclosure requirements in the interest of providing the highest level of
professional service to their clients."
Investment Adviser
"We produce and offer products that are useful to the Financial community. Our
Investment Advisor and Broker-Dealer software and reference manuals are essential to
running an efficient business. We also develop Forms! ProFormWare custom formware division
can create the forms you need. Any form!"
INVESTools for Independent Investors
"Delivers top-performing investment advisory services. Investors can enter a ticker
symbol and generate a list of advisor recommendations and model portfolios."
InvestorGuide
"The Leading Guide to Investing on the Web. InvestorGuide is a FREE, comprehensive
guide to investing and personal finance."
Kiplinger's Personal
Finance
"An annotated and expanded version of the Kiplinger Letter. Key economic indicators,
updated daily. Searchable libraries of vital management information. A query service for
direct access to Kiplinger's staff. The latest business news. Easy links to federal
regulations, in-depth reports, export market information and other business
resources."
Knowledge Management Magazine
"Knowledge Management is the definitive guide to the leveraging of information and
intellectual assets for business advantage. (This is the frames version.)"
Lombard
Stock Brokers and Investment Banks.
Money Club
"Comprehensive directory of online financial services, financial planning,banking,
taxes real estate, stocks, bonds, commodities, options quotes, futures quotes,quotes, ipo,
ipo's,research,mutual fund quotes, analysis, news,financial analysis,investment
organizations and news websites."
Money.com (Magazine)
"Your Financial Strategy Center. News and information on markets, investing, real
estate, insurance, autos, retirement and taxes. Tools to help you define and meet your
goals."
National Association of Personal Financial
Advisors
"NAPFA is the professional association of fee-only financial advisors. Find planners
near you and other information about fee-only planning. Employment opportunities for those
wishing to enter the financial planning field, as well as a list of financial resources on
the web can also be found on this site."
Online Banking and Financial Services
"Looking for a bank web site? Our banking directory list banks, saving and loans an
credit union urls from around the county."
Pensions & Investments Magazine
"Online news and data from Pensions & Investments, the international newspaper of
money management. Includes daily news about institutional investing, performance stats,
RFPs and recruitment ads."
Quicken Mortgage
"Provides one-stop shopping for great mortgage rates. Your single source to shop,
refinance, consolidate your debt and apply on-line. Learn about mortgages and compare
rates, pre-qualify, get pre-approved and apply for a mortgage from the country's leading
lenders including Chase, Countrywide, Principal Residential, Dime, and Cendant."
The Securities Law Home Page
"The Online Guide to the Law of the Financial Markets. One of the Web's most popular
legal sites, providing comprehensive and timely information on securities, commodities and
corporate. A must read for investors and market professionals. Updated monthly."
Smart Money
"Has daily stock and mutual fund recommendations, hourly market updates, personal
finance investing research tools and advice, and up-to-the-minute stock and mutual fund
quotes and charts."
The World Bank
"The World Bank Group offers loans, advice, and an array of customized resources to
more than 100 developing countries and countries in transition."
Firms
McKinsey & Company
"If McKinsey is a legend, it is a legend with considerable substance supporting
it." - Forbes October 19, 1987 "If McKinsey is by far the most influential
consulting firm in the world." - Business Week September 20, 1993.
AT Kearney Intellectual Capital
"An international management consulting firm that mobilizes knowledge and resources
to make major improvements in a company's products and services, relationships or
economics."
Hewitt Associates
"A global management consulting firm specializing in human resources solutions. We
help organizations succeed by getting the best from their people."
IPOs
Alert IPO
With 2,999 IPO filings and 1,528 underwriters we have the most comprehensive database on
the web. Just sit back and browse more than 4,527 pages on our website. Utilize the free
Alert-My-IPO! feature to keep track of up to twenty (20) IPOs from a single web
page.
DBC News
& Commentary
This site provides business news including market commentary, as well as breaking business
stories.
Hoover's IPO Central
"Provides in-depth information on more than 13,500 companies, including a corporate
description, financial information, key officers, competitors and more." Quotes and
Market News.
Invest-o-rama's Stock
Screening Sites
A very thorough collection of stock screening sites.
justQuotes
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.
Money Central
"MSN Investing Highlights: Your Portfolio,
Market Report, Most Active, Fund Directory, Top Funds, Get Started"
Quicken on CNNfn
"Deals, companies, news in brief, Markets & Investing, US stock markets, personal
finance, track your stocks, investing, banking."
Real Time Quotes (free)
"Thomson RTQ is the Web's first and only free real-time quotes source. Using Thomson
RTQ, investors can monitor up-to-the-minute price changes for over 10,000 companies traded
on the NYSE, NASDAQ, and AMEX exchanges. Real-time quotes are delivered in Thomson
TipSheet format, Thomson's comprehensive one-source approach to delivery of vital
performance indicators and news."
StockSite
"StockSite: go2net's StockSite offers portfolio services, free stock picks, company
research tools, and business news and articles from financial experts. go2net, Inc."
Upgrades & Downgrades
Yahoo gives advice (e.g. buy, sell, hold, attractive) on each stock based on recent
performance of the stock. Updated daily.
Yahoo Zack's Earnings
Surprises
Daily surprises updated every six minutes.
Investment & IPO Research
Association of Individual Investors
Learn from us...Profit from us... Our purpose is to arm investors with the
tools and knowledge to manage finances effectively and profitably.
CDA Insider Watch
The premeire source of insider trading and analysis on Wall Street. Daily Commentary of
the news market activity by Bob Gabele.
Final Bell
Final Bell is a monthly stock market simulation. Practice your online investing skills and
strategies while competing for great prizes. A new round starts at the beginning of every
month. Play for FUN! Play for FREE! Play for PRIZES!
First Call
The global research network that money managers and brokers worldwide rely on for
real-time, commingled equity and fixed income research, corporate news, quantitative and
shareholdings data, sell-side workflow solutions and the internal distribution of
research.
IPO - The Initial Public Offerings
(IPO) Resource Page
Useful educational material on IPOs.
IPOnet
Run by brokerage firm W.J. Gallagher, it has received approval from the SEC to sell
private-placement investments. Hedge Funds .
Investor home IPO Links Page
Links to many useful IPO-related sites.
Investools Research
Unlike other data-intensive super-sites, INVESTools can deliver actionable investing
advice from 35 proven portfolio managers. Our advisors provide: Specific stock and fund
recommendations and model portfolios, In-the-know commentary on companies and markets,
Ongoing discussions, Hotline alerts.
Microsoft Investor
MSN Investor is the best place on the web to track your investments, get new investment
ideas, and do the research to make smart investment decisions.
Morningstar
Helps investors with every stage of the investment process. Use daily news, quotes,
financial market commentary, analysis, stock and mutual fund data, investment tools and
ideas, and portfolio tracking for better investment decisions.
The Motley Fool
"Exists to educate, amuse, and enrich the individual investor; to prove to you that
the best person to manage your money is YOU; to propose that key to investment success is
doing one's homework; and to show that 'homework' can be fun."
Reuters Moneynet
"Business Headlines, company news also get Dynamic, Real-Time U.S. Market Data Over
the Internet with Reuter's Internet Quotron."
TheStreet.com
"TheStreet.com provides you with the information at the heart of every
successful investment strategy: financial reporting and analysis that is current,
insightful and honest. You get uncompromising, objective news that puts you virtually on
the trading floor with some of the best journalistic minds in the business."
Syndicate
News You Can Use. Get the news you need when you need it. Get IPO filing info, news about
IPO pricings, investment news headlines (updated every 15 minutes), bond market news, and
brokerage industry news. It's all just a click away.
TechWeb
Technology Stocks & finance. Get the code for their TechEncylcopedia. Be sure to
checkout their TechToons by Doug Adams.
Zacks
Each year, Zacks Investment Research and the Wall Street Journal conduct a performance
study of the brokerage firms' equity analysts in 55 different industries. In addition,
Zacks manages a model portfolio of stocks recommended by the All-Star Analysts that has
gained 24.0% through April 1999.
Insurance
Coverage.com
Named Best Web Site for Serious Online Financial Services Research in the category of
insurance online by Interactive Financial Services.
Quotesmith.com
Insurance price comparison service.
Insurance News Network
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.
Investing for College?
College Board's Online College Savings
Adviser
"The College Board helps high school students make a successful transition to higher
education. This site provides extensive information, services, and products for students
and parents as well as for professional educators in both secondary and higher
education."
College Savings Bank's Create Your Own
College Plan
"Helps you prepay college tuition, fees, room and board with the CollegeSure CD a
college savings plan."
Fidelity
ONline Investors Center - College Cost Calculator
"Fidelity Investments: Your Personal Investing Resource."
Gabelli Funds
Inc. College Savings Calculator
"The following investment calculator will display how much you will have to save per
month to meet your child's future needs for college. You can also adjust your investment
plan to include an amount for an initial investment to get the ball rolling."
Mutual Fund Resources
1998 Mutual Fund
Fact Book from the Investment Company Institute
All of the documents are Adobe PDF files which require the Adobe Acrobat Reader or Plug-in
to view.
AMG Data Services
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.
BES, Inc.'s Mutual Funds Interactive
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.
Fund Alarm
"A free, non-commercial website. We provide objective information to help individual
investors make the mutual fund 'sell' decision."
FundFinder
Scour 7,500 stock and bond funds to find the best match for your portfolio based on
objective,performance, expenses, holdings, risk, etc.
Fund Spot
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.
Morningstar Mutual
Funds on Demand
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.
Mutual Fund Café
This site gives current statistic information about the mutual fund industry.
Mutual Fund Connection
"The Investment Company Institute sponsors this website, " ICI Mutual Fund
Connection," as part of its efforts to enhance public understanding of the investment
company industry and the policy issues that affect it, particularly those involving
legislation and regulation, the U.S. economy, and retirement security."
Mutual Fund Explorer
Mutual Fund Explorer is similar to Morningstar, possibly faster with the updates, but
without commentary.
Mutual Funds Magazine
"Mutual Funds Online is available exclusively to Charter Members and Registered
Users. It's easy to become a Charter Member or a Registered User, and receive many
valuable benefits." $9.95 a month to be a member, one month free trial. 12 issues of
magazine for $14.95 with a free trial issue.
Mutual Fund
Phone Numbers A ready reference to call your favorite fund company.
Quote.com
"Quote.com is a private corporation, founded in 1993 to provide quality financial
market data to Internet users. This includes delayed and real-time current quotes on
stocks, options, commodity futures, mutual funds, and indices, for U.S. and Canadian
markets. Quote.com also provides real-time business news, earnings forecasts &
reports, market analysis & commentary, fundamental (balance sheet) data, annual
reports, intra-day & historical charts, weather information, and company profiles. The
best names in the financial community provide data to Quote.com users, including Reuters
News, Standard & Poor's (S&P), Zacks Investment Research, PR Newswire, First Call,
BusinessWire, Nelson's Publications, and Trendvest. Users can also automate the tracking
of multiple portfolios and can receive relevant real-time news and stock price alarm
notification in their e-mail inbox."
Syndicate Mutual Fund FAQs
"Have questions about mutual fund investing? You've come to the right place! The
misc.invest.mutual-funds list of Frequently Asked Questions (FAQ) is a compilation of
information intended to help everyone from beginning investors to the more experienced,
better understand mutual fund investing."
The Web Investor
Listing of Mutual Fund companies online.
Online Trading
Accutrade
3 Free Trades --Expires 12-31-99 --Not for IRA accounts --Stock trades only. Low flat
commission rates ($29.95) for internet trades up to 1000 shares.
Ameritrade
The way to trade. Period. Low, flat rate commissions and all the tools you need.
Datek
In what The Street.com has called "a tight six-month online-broker derby," this
latest survey reveals Datek Online to be the #1 online brokerage.
Discover Brokerage
Whether you're brand new to investing,a seasoned pro or planning for retirement, we've got
the tools and information you need to make smart decisions about investing. Trade stocks,
options, bonds, over 5000 mutual funds and more - over the Internet, using a touch-tone
phone or with the help of a personal representative. It's fast, easy and reliable.
DLJ Direct
Online trading, free realtime quotes, mutual funds, S&P news, zack's earnings
estimates and more.
E-Trade
The first online investing service to earn the CPA WebTrust seal of assurance and
TRUSTe privacy program certification. Trades as low as $14.95. And save on margin rates.
Schwab
For 25 years, Schwab has worked hard to demystify investing and empower individual
investors, providing them with the tools, access, and information they need to become
better investors. With its singular focus on customer service, Schwab's mission is to
provide the most useful and ethical financial services in the world.
Waterhouse
Waterhouse offers you a full range of brokerage, banking and mutual fund products and
services. $12 trades up to 5,000 shares -- market and limit orders. Extensive
Free Investment Research. 24-hour Customer Service and Technical Support. A
nationwide network of over 160 branch offices.
Specific Funds
AAL Mutual Funds
"Aid Association for Lutherans is a fraternal benefit society of Lutherans joined
together for insurance, investment, educational and volunteer opportunities."
Acorn Mutual Funds
"The Acorn Family of No-Load Mutual Funds are small- to mid-cap and mid- to large-cap
growth funds. The funds look for attractively priced companies that Wanger Asset
Management, L.P., investment advisor to the funds, thinks will benefit from favorable
long-term social, economic, or political trends. The areas of emphasis may change from
time to time."
Alger Mutual Fund
"We have successfully invested our clients' funds through seven presidential
administrations, five recessions, two wars, and seven bear markets."
American Century Funds
"Whatever your financial goal investing for retirement, a home or a child's
education you can turn to American Century to build a diversified portfolio. You
can choose from a broad spectrum of more than 60 funds, ranging from conservative income
to aggressive growth. Our fund line-up offers the basics, as well as innovative
investments designed for special needs. American Century also offers diversified
investment portfolios and services for specialized investment needs including: corporate
retirement plans, investment advisors, banks, broker-dealers, insurance companies,
self-employed individuals, not-for-profit organizations, endowments and foundations."
Ameristock Mutual Fund
"The Ameristock Mutual Fund (ticker symbol- AMSTX) is a no-load, value based,
domestic equity-income mutual fund that invests in large capitalization companies.
Ameristock Advantages: 32.0% Total Return 1998, 32.5% Total Return 1997, 27.4% Total
Return 1996, $1,000 Minimum Investment, Rated 5 Stars by Morningstar"
Ariel Mutual Funds
"The Ariel Mutual Funds is a no-load family of mutual funds that believes in the
valuable and timeless lesson slow and steady wins the race."
Berger Funds
This site has Berger's investment philosophy, beliefs and news such as distributions,
important announcements and views from our Portfolio Managers.
Brandywine Funds
There are two funds. Brandywine Fund (BF) is a 100% equity no-load growth fund designed
for long term investment in companies of all sizes but emphasizes medium and smaller
companies. There is a $25,000 minimum investment. BF started in 1985. There is a 1%
management fee. Trading symbol (BRWIX). Prospectus
and Applications Brandywine Blue Fund (BB) is a 100% equity no-load growth fund
designed for long term investment in companies with market caps greater than $500 million.
$100,000 minimum investment. BB started in 1991. There is a 1% management fee. Trading
symbol (BLUEX) Prospectus
and Applications
California Investment Trust
"No-Load Funds. California Investment Trust is a San Francisco based mutual fund
family which includes 9 diversified mutual funds. Our Funds offer investors many
advantages: Personal service, No sales charges on purchases or redemptions, Low Expenses,
Free checkwriting on Bond and Money Market Funds ($500 minimum)"
Calvert Group Mutual Funds
"Calvert Group Mutual Funds, a pioneer in socially responsible investing, offers
investors the largest family of socially responsible equity, bond and money market
funds."
CGM Funds
Read about their four funds and obtain its prospectus. About CGM Focus Fund. About CGM Realty Fund. About CGM Mutual Fund. About CGM Fixed Income Fund.
Citizen's Trust Mutual Funds
"Citizens Funds is America's largest family of socially responsible no-load mutual
funds, with over $1 billion in assets under management."
Columbia Funds
"The Columbia Family of Funds offers 13 no-load funds designed to provide consistent
long-term investment performance with a commitment to quality service and low cost."
Dreyfus Bond Funds
"...the site for current and prospective Dreyfus shareholders and Lion Account
Clients. We've recently updated the site to simplify its design and streamline its
navigation. We've also added a comprehensive Planning & Education area that contains
informative financial planning articles and interactive tools. Also get 10 Tips on
Tax-Smart Investing, and let Dreyfus help you explore tax-smart ways to keep more of your
money working for you."
Dupree Funds
In 1941, Dupree & Company began business in Harlan, Kentucky as a small securities
brokerage firm specializing in tax-free municipal bonds. After moving its offices to
Lexington, Kentucky in 1963, the firm grew to become a regional leader in public finance,
helping to structure complex and innovative municipal bond financing for some of the
largest public projects in the state of Kentucky.
Eclipse Funds
"This summary presents information about the Eclipse mutual funds. While it may be a
little easier to read than the prospectus,
it is not a substitute. It is, therefore, not authorized for distribution unless it is
accompanied by or preceded by the current prospectus. Always remember that returns
represent past performance, which is no guarantee of future results. Investment returns
and share price will fluctuate in value, and shares, when redeemed, may be worth more or
less than their cost. For a prospectus, please call Eclipse Financial Services at
800-872-2710, or read it
online."
Gabelli Funds
"Here you can view a one-page profile of each Gabelli Mutual Fund. If you like what
you see, you can access a full prospectus. Instructions will be provided on each page. The
Prospectus includes an interactive account application to invest in the fund."Hennessy Funds. Read about their Dogs of Dow
Theory.
Janus Funds
More and more, mutual funds are resorting to such confusing buzzwords as market
neutrality, technical analysis, and correlation coefficient to describe how they invest
your hard-earned money. You, on the other hand, have some very clear-cut concerns to deal
with, like the high cost of retirement and college tuition. Which is why at Janus, we
invest for the one thing that everybody understands, the one thing that matters
mostresults. And we invest that way across each and every one of our funds, from
conservative to aggressive.
Jones & Babson Group
Jones & Babson is a family of 100% no-load mutual funds located in Kansas City,
Missouri. Founded in 1959 with only one mutual fund, Babson Growth Fund, we now manage and
administer nearly 5 billion in assets with over 29 different mutual fund portfolios. We
also offer a full range of investment and retirement plans for individuals and business,
including 401(k), Keogh, pension and profit sharing plans.
Kaufmann Fund
"The Fund seeks capital appreciation by investing principally in common stocks. The
investment objective of the Fund is capital appreciation. Production of income is
incidental to this objective. There is no assurance that the Fund will achieve its
investment objective."
Kemper Mutual Funds
"In your lifetime, you will have several, varying financial goals. To help in your
pursuit of these goals, Kemper Funds includes a mix of funds designed for an array of
investment objectives. For Kemper Funds' comparative total returns for each of the last 10
years, as well as the current year to date, you'll want to view our comparative total
return tables, organized by each class of shares. And, for the latest in Kemper Funds, be
sure to check out our new fund introductions."
Kopp Funds
"The Kopp Emerging Growth Fund is an open end equity fund investing in domestic
emerging growth stocks."
Lexington Funds
"The Lexington Family of Funds consists of 13 No-Load Funds. The Funds are designed
to provide a variety of investment options for retail investors, financial planners,
investment intermediaries, and for the defined benefit and defined contribution market
place, including the 401(k) market. The Lexington Funds range from conservative money
market and fixed income funds to more aggressive, small-cap, international and emerging
markets funds. Certain funds specialize in specific industries or sectors, such as
precious metals."
Liberty Funds
"Liberty Funds Distributor, Inc. is distributor for Colonial, Newport and Stein Roe
Advisor Funds. This site provides tools to help you and your financial advisor create a
diversified portfolio tailored to your financial goals."
Lindner Funds
"Lindner Mutual Funds - you can view your accounts online, open a new account, view
fund news, and track the funds' performance."
Lipper Funds
"Through the no-load family of Lipper Funds, the same sophisticated investment
management techniques once reserved for only the wealthiest individuals and institutions
are available to individual and 401(k) group retirement plan investors."
Loomis, Sayles & Company
"As of June 30, 1999, the firm has investment offices in 11 cities and manages $69.4
billion in equity and fixed income assets for institutions and high net worth individuals.
We also serve as adviser for Loomis Sayles Funds, our family of no-load mutual funds.
Loomis Sayles is a wholly-owned subsidiary of Nvest Companies, LP, which is a
publicly traded limited partnership and indirectly owned subsidiary of Metropolitan Life
Insurance Company."
MainStay Mutual Funds
"The MainStay Mutual Funds web site is a comprehensive resource for financial and
investment information. Interactive tools include a 'Personal Folder', calculators, and
worksheets."
Managers Funds
"100% no-load mutual funds. A diverse offering of domestic and international -
equity, income and money market mutual funds."
MAR/Hedge
Useful educational material on Hedge Funds and Hedge Fund performance information.
Marsico Capital Management
"Perhaps the best way to understand Marsico Capital Management as a company is to
understand their corporate logo. Modeled after a thoroughbred, the Marsico horse embodies
the firms high standards of passion, performance and, above all, loyalty to their
shareholders. Marsico Capital Management was founded in 1997 by Tom Marsico. As of
June 30, 1999, the firm manages more than $7.4 billion of customer assets including over
$2.8 billion in the Funds. Marsico Capital is dedicated exclusively to the interests of
its clients. All key members of the firm have ownership interests in Marsico Capital and
invest in the Funds."
Monetta Mutual Funds
"Our mission is to assist our shareholders in reaching the financial goals they set
for themselves and their families. We do this by creating a range of investment products
that attempt to meet specific and individual needs. We then strive to generate
above-average performance results through an active and focused team-managed investment
approach."
Montgomery Funds
"The Montgomery Funds is a family of 100% no-load mutual funds that helps investors
build wealth by learning to invest wisely."
Muhlenkamp Fund
"Proven Philosophy As you will see from the performance numbers on our website, the
long-term returns for the Muhlenkamp Fund are impressive. Portfolio manager Ron Muhlenkamp has managed money for over 30
years. During this time, he has developed a proven method for analyzing fundamental
economic conditions, the markets, and individual securities. One Fund We manage one
diversified mutual fund because thats all you need. If we find a good investment,
well hold it in the Muhlenkamp Fund. If its not a good investment, we
dont want to hold it in any fund. Many mutual fund companies distribute a buffet of
funds for investors to choose. The investor is then responsible for building and managing
the investment portfolio. We think you hire us to do this for you."
Oakmark Family of Funds
"Get information and prospectus on their four domestic funds, three international and
money market funds."
Orbis Funds
"Orbis is an independent investment manager that launched its first mutual funds in
1990. The Orbis funds may be purchased directly with no load and no transaction costs. The
Orbis funds have weekly subscriptions and redemptions and require a minimum investment of
US$50,000. Investors in the Orbis funds range from individuals to large institutions and
are globally distributed. Orbis is performance oriented and believes that with the
appropriate disciplined approach it is possible to generate above average investment
returns. The Orbis funds are predominantly based on investments in international equities.
When selecting equities, Orbis has a value-based orientation."
PIMCO Funds
"Currently a family of 51 stock and bond funds available to retail and institutional
investors. PIMCO Funds are managed by PIMCO Advisors L.P., a publicly traded (NYSE: PA)
investment advisory firm with $248 billion in assets under management.* Under the PIMCO
Advisors umbrella are several institutional investment management firms, some of which
currently manage one or more of the PIMCO Funds. The Funds are distributed by PIMCO Funds
Distributors LLC and sold by financial advisors nationwide."
Selected Funds
"In addition to asking ourselves how much we can make, we ask ourselves how much can
we lose."
Strong Funds
"This site includes information on Strong's family of over 30 no-load mutual funds.
Strong On-line offers shareholders a comprehensive range of on-line transactions and
on-line access to account information via netDirect. Visitors can get an overview of each
of the Strong Funds in Investment Services, retirement related information in Investing
for Your Retirement, performance data in Strong Performance, and educational content in
Strong's Learning Center. Click on Request Info to order or download a prospectus."
Stocks Help
AMEX Services
"These links will lead you step by step through the specifics of how to go about
investing.
EDGAR
Database of corporate information.
Hoovers Online
The ultimate source for company information-subscription.
MIT Stock Database
"The StockMaster Home Page - the best place to start! We offer quotes, charts,
portfolio tracking, news, SEC filings and more."
Morningstar
International Stocks OnDemand
Morningstar International Stocks OnDemand is your passport to more than 36 promising
markets around the globe. Search the database of more than 700 global stocks to find the
one that best fits your portfolio.
NASDAQ
Listed Companies
Links to listed companies quotes. Can then link to EDGAR for public filings information...
NYSE's Invest in Yourself
"This free educational program, Invest in Yourself, is provided by the New
York Stock Exchange with the assistance of Lifetime Learning Systems. Invest in
Yourself consists of fun, interactive exercises that quickly introduce young people to
the world of savings and investment in stocks. Through the program they will see that
long-term savings through investment in the securities market is vitally important to our
economy and to their personal lives."
NYSE Listed Companies
Links to listed companies homepages.
Online Money
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.
Quote.com
First Call Earnings estimates, company specific news and research.
QuoteCom Street Pricing
Quotes on U.S. Treasury securities and on government agency securities are provided as
part of the Street Pricing service by Street Software Technology, Inc., from data supplied
by a major Broker Dealer in these securities. There are three types of quotes available:
Interest rate and spread fixed pages, quotes on active U.S. Treasuries, and quotes on
government agency securities (FNMA, GNMA, etc.) The cost is $9.95 per month for basic
service.
Real Time Quotes
"Provides tick-by-tick real-time market data and news, NASDAQ Level 2 information and
more.".
Stockguide
A quote server for pink sheet and OTC stocks. It also helps you find ticker symbols for
hard to find stocks.
Stock Markets of
the World
Links to many International investment exchanges-stock and bond markets.
StoMaster
Daily service providing determination of direction and level of the long-term interest
rate through the examination of the 30 yr. Bond by a multi-timeframe stochastic analysis.
Stock Research
Active Investment research through free e-mailed investment newsletter, weekly economic
update, bulletin boards, research sources and tools.
Stock Screener
You can search using up to 20 performance criteria! Define your search as narrowly as
possible.
Stocks in the Spotlight
Monthly newsletter covering stocks in all price ranges with daily comments and weekly
updates.
StockTrader.com's Yield
Curves, Interest Rates and Graphs
"Discount Commissions, Personal Service on Stocks and Bonds, Personal Service, plus
web pages for new and experienced investors. U.S.
Treasury Yield Curve (Table and graph-41137 bytes, suitable for framing...daily) Long Bond Yield History (Monthly chart
from 1973-updated monthly-includes bills) Daily
and Long Term DJIA Chart, Daily TBond
Future Daily CBOT Treasury Bond Future chart. SPX Daily Daily SPX chart."
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