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Cam McClung and Keith Loveland Make Sure to Read the "General Disclaimer" - Click Here |
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| Portfolio Tools Back to Top | |||||||
| Download this free service once and track your portfolios online. This is a great service. | |||||||
| Try this site to see what type of investor you are. | |||||||
| These are very cool planning calculators. Click and enjoy! | |||||||
| This site requires registration, however, it is free. Log in and take the tutorial, which will help you understand the risk of certain investments and your portfolio. | |||||||
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| Mutual Funds Back to Top | |||||||
| Top 5 star rated, US, stock funds by Morningstar. These funds have a High Morningstar Return Score and a Low Morningstar Risk Score. | |||||||
| Top 5 star rated, International, stock funds by Morningstar. These funds have a High Morningstar Return Score and a Low Morningstar Risk Score. | |||||||
| Top 5 star rated, Bond, stock funds by Morningstar. These funds have a High Morningstar Return Score and a Low Morningstar Risk Score. | |||||||
| Search for mutual funds based on your criteria. | |||||||
| Compare Mutual Funds. You will have to register for this site, however, it is free! | |||||||
| Evaluate your Mutual Funds. See pricing, return information and more. | |||||||
| Learn about Exchange Traded Funds. Click here and then use the drop down arrow to find the ETF you are looking for. | |||||||
| All you need for closed-end funds. Overview, Advantages, Risks, Search, Research, Types of CEFs | |||||||
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| Stocks Back to Top | |||||||
| Click on this link, type in the symbol of the company you are looking for and click "Generate Report". Scroll to the bottom of the screen and click "Print Complete Report" (it is located on the left-hand side). Click on each of the empty boxes next to what you would like to see and then click "Generate Printable Report". | |||||||
| Detailed Company stock quotes. Click on this link to get Historical Quotes. | |||||||
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Search for stocks based on your search criteria. |
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| Snapshot of company information. At the bottom of the "Business Summary" click on the words "Expanded Business Description", this will give you a detailed description of the company. At the bottom of the "Financial Summary" click on the words "Significant Developments", this will give you the top news headlines over the past several months. Competitor Analysis (Click on this link type in the symbol you are looking for and click "Competitors" on the gray line, Top Institutional Holders, Top Mutual Fund Holders, Insider Activity, Short Interest, Analysts Recommendations, Analyst Research, SEC Filings Search. | |||||||
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Information on Company affiliates and top competitors. This is a great site to use if you are not sure whether or not the company is available on the open market. Make sure to type the company name not the symbol. |
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| Check out the most up-to-date news on any company | |||||||
| See what is going on in the after hours markets. NASDAQ Most Active, AMEX Most Active, NYSE Most Active. | |||||||
| View a quick breakdown of the latest earnings news. | |||||||
| Chart your stock in whatever way you like. Compare it to Industries or Indices. Also try this one for Charting | |||||||
| Detailed Earnings information ranging from whisper and consensus estimates to current and historical earnings information. Easy to read charts and a special section dedicated to the most recent earnings comments from the company. Simply click on the link, type your ticker in the provided box and click on "Earnings". | |||||||
| Fundamental data including comparisons to the industry averages | |||||||
| See what companies are announcing earnings this week. This site contains links to Next Week, Week 3 and Week 4. | |||||||
| See what companies are splitting this week. This site contains links to Next Week, Week 3 and Week 4. | |||||||
| See what companies are going ex-dividend this week. This site contains links to Next Week, Week 3 and Week 4. | |||||||
| See what companies are having conference calls this week. This site contains links to Next Week, Week 3 and Week 4. | |||||||
| See what companies are having board meetings this week. This site contains links to Next Week, Week 3 and Week 4. | |||||||
| This is an interesting site. They follow about 5000 companies. Type the stock symbol in the box provided and click "Get Baseline Valuation". This will bring up another screen that give what they think the intrinsic value of the stock is. If a "Zero" appears they do not follow your stock. Click on any of the categories to get an understanding of what they mean. | |||||||
| Click on this link and type the name of the company you are searching for in the "Quick Search" box and click "Go". This site has detailed IPO information as well as a description on the company. IPO Calendar | |||||||
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| Options Back to Top | |||||||
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Get quotes on options by typing in the stock symbol. |
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| See the most active options. | |||||||
| It is required that this document be read before opening an option account. | |||||||
| See when options expire. | |||||||
| Scroll to the bottom of this page and type the stock symbol in the box titled "Market Data and Analysis". You may need to register, however, it is free. | |||||||
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| What's Going on in the Market? Back to Top | |||||||
| Provides quotes and charts on major indices. Quotes are at least 20 minutes delayed. Click here to use the Market Screener, which allows you to screen for the "Most Active" and more. | |||||||
| Intraday Market Update. Dow Jones Component Movers | |||||||
| See charts of the Dow Jones U.S. Industries. Click on this link. To see the Industry (i.e. "Technology"), click on the word "Technology". To see a Sector within each Industry click on the plus sign next to the Industry name, then click on the Sector you wish to see (i.e. the plus sign in front of "Technology" then "Semiconductors"). | |||||||
| Read about stocks that have a story today. | |||||||
| See intraday analyst upgrade and downgrade information | |||||||
| See key cross currency rates. Try the Currency Calculator!. | |||||||
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| Bonds Back to Top | |||||||
| Click here to get the latest Treasury, Agency, Corporate & Muni Bond Yields | |||||||
| Search for municipals bonds that fit your criteria. You will need to enter your e-mail address, but it is free! | |||||||
| Search for treasury bonds that fit your criteria. You will need to enter your e-mail address, but it is free! | |||||||
| Search for corporate bonds that fit your criteria. You will need to enter your e-mail address, but it is free! | |||||||
| Search for zero-coupon bonds that fit your criteria. You will need to enter your e-mail address, but it is free! | |||||||
| Search for agency bonds that fit your criteria. You will need to enter your e-mail address, but it is free! | |||||||
| Search for certificates of deposit that fit your criteria. You will need to enter your e-mail address, but it is free! | |||||||
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| Economics Back to Top | |||||||
| Read the text from the Bureau of Labor Statistics. | |||||||
| Look at this daily and click to read the economic reports | |||||||
| See the economic data to be released for this month. This chart includes the consensus numbers and last reported. | |||||||
| This article shows how "checks and balances" work in our Federal Reserve system. | |||||||
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| Educational Funding Back to Top | |||||||
| This is a great site for learning about 529 plans. You can even compare different states' plans. | |||||||
| Learn all about financial aid | |||||||
| Link to this site to learn how many of the places you shop can help fund your child's education. | |||||||
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| Learning Center Back to Top | |||||||
| If you are a Wall Street Journal print subscriber, click on this link and enter your account number in the upper, left-hand corner of this site. This will give you access to WSJ Online and other Dow Jones publications. Click on this link to see what other Dow Jones Links are available with your account number. | |||||||
| Click here to see a list of what papers are available online for all the US states. Click here for the World! (you use the drop down arrows to select what you are looking for and it pops up automatically. | |||||||
| This is a great site that may help in learning how to strike a balance between your personal life and finances. | |||||||
| Learn about investing through the Salomon Smith Barney website. It's free and pretty complex! | |||||||
| Search by the word of your choice or search through a list. | |||||||
| Learn basic bond terminology | |||||||
| Learn what some of the basic option terms mean | |||||||
| Learn about bonds | |||||||
| Learn about Muni Bonds | |||||||
| Learn about margin and use the interactive margin calculators | |||||||
| Learn about options from the CBOE Learning Center. | |||||||
