Personal Investing

General Index For Web Links
Modules 1 through 14

Module 1
- What is financial management
- Evaluating financial goals
  
  Link to MSN Savings Calculator
- Assessing personal risk
  
  Link to Rutger's University risk quiz
  Link to Psychonomic Investor Profile

Module 2
- General Economic Concepts
  - Economic indicators
    
    Link to Investor Guide
    Link to About Economics
    Link to White House Economic Statistics Briefing Room
    Link to Economic Indicators from Council of Economic Advisors
- Vocabulary - financial rewards
  
  Link to Investors Tax Guide from Fairmark

Module 3
- Balance sheets
- Income Statements
- Using Edgar for SEC filings
  
  Link to the SEC Edgar system

Module 4
- Low risk
  
  Link to Federal Deposit Insurance Corporation
  Link to National Credit Union Share Insurance Fund
- High risk
  - Mutual funds
    
    Link to Yahoo alphabetical listing of all mutual fund families

Module 5
- Certificates of Deposit
  
  Link to FDIC - Certificates of Deposits -- Tips for Investors
  Link to Bankrate.com
- Treasury Bills
  
  Link to Treasury Direct
- Money Market Funds
  
  Link to Money Market Rates

Module 6
- Categories
  - Government
- Ratings and risks
  
  Link to Home Page for Fitch's Rating Definitions
- Evaluating bonds
  
  Link to Investing in Bonds
  Link to Marketwatch Bonds Info

Module 8
- Getting started
  - Finding a company symbol
    
    Link to stock symbol search at Yahoo
  - Can't find your company
    
    Link to Yahoo Financial industry categories
  - Building comparison criteria
    Stock Evaluation Worksheet
    Link to Dow Jones Industrial average listing
- Using evaluation and comparison tools
  - Morningstar
    
    Link to background on the company
    Link to Morningstar stock home page
  - Smart Money
    
    Link to Smart Money
  - Reuters/Yahoo
    
    Link to Reuters stock information page
    Reuter's Tutorial is no longer available

Module 9
- Screening techniques
  - Morningstar
    
    Link to Morningstar Stock Screener
    Link to Morningstar Home Page
  - Zack's
    - Link to Zack's screening
  - Business Week screens
    
    No longer available
  - Reuter/Yahoo stock picks
    
    No longer available
- Index stocks and ETFs
- Starting small with ShareBuilder

Links to ShareBuilder.com

Module 10
- Introduction to mutual funds
  
  Link to Yahoo management companies
  Link to Investment Company Institute
  Mutual Fund Quiz

Module 11
- Major rating and ranking organizations
  - Morningstar
    
    Link to Morningstar Homepage
    Link to Morningstar Glossary from Yahoo
  - Lipper
    
    Link to Quote.com for Lipper Report
    Link to Smart Money
    Link to Lipper Fund Research Center
Module 12
- Getting started
  - Basic screens - MFEA and Morningstar
    
    Link to MFEA Mutual Fund Screen
    Link to Morningstar Mutual Fund Screen
  - Fidelity Fund Evaluator
    
    Link to Fidelity Fund Evaluator
  - Basic Screens - Reuter/Lipper
    
    Link to Lipper Research Center Screen
  - Pre-screened funds
    
    Link to Morningstar Quickrank for Mutual Funds
    
    Link to Business Week Rankings
- Evaluating mutual funds
Module 13
- The IRA
  - What are traditional and Roth IRAs
    
    Link to article on Roth IRA at College Investors
    Link to IRA discussion from Fairmark Press
- Online investing
  - Introduction
    
    Link to quiz from Online Investor
    Link to Investing Online Resource Center
    Link to Q and A of Investing Online at NASD
  - Online brokerage firms
    
    Link to Gomez ranking of online services
    Link to listing of online brokerage firms and service fees from Investor Guide
  - Setting up accounts
    
    Link to simulation at Investing Online Resource Center

Module 14
- Socially Responsible Investing
  
  Link to Social Funds.com
  Link to Social Invesment Forum