Savings/Investment/Business Planning Resources

Investment/Financial Glossary

• "Investorwords" Investment Glossary
• Investopedia

Financial Planning Organizations

• National Assoc. of Personal Financial Advisors (NAPFA)
• Financial Planning Association (FPA)

Interest/Savings Rates

• Bankrate.com
• Banxcorp
• Pillsbury Winthrop Shaw Pittman, LLP
• Treasury Direct (Direct US Treasury Security Purchases)
• Money-rates.com
• Federally Insured Savings Network
• Money Market Savings Rates
• Bank Rates/Deals Web Log

Small Business Financing

• US Small Business Administration
• Capital Connection

Annuities

• AnnuityFYI
• Annuity.com
• The Annuity Price Center

Business Litigation Reporting

• Andrews Online

Securities Industry/Regulatory Sites

• US Securities & Exchange Commission
• NASC Regulatory Site
• Securities
• NASD Investor Alerts

Federal Statistical Information

• US Federal Agencies Statistics

State Demographic Information

• State Demographics/Health Stat's (Kaiser Foundation)

General Research

• Reference Desk
• EDGAR Online (US SEC Site)
• EarningsWhispers.com
• FinanceWise
• TheOnlineInvestor (incl. calendars)

Analyst Ratings

• TradingDay.com
• Yahoo Finance/Analyst Recommendations

Broker/Advisor Ratings

• ConsumerSearch.com Online Broker Ratings
• NASD Broker Check

Risk Assessment

• RiskMetrics Group RiskGrades
• PortfolioScience
• Contingency Analysis

Dividend Declarations

• The Online Investor Dividend Hikes

Small Cap Research

• Stockgroup's Small cap Center Site
• Knobias, Inc. (Small Cap Newsletter/CEO Interviews/Etc.)

Initial Public Offerings (IPOs) / Lockup Periods

• IPO.com
• Hoovers/D&B - IPO Central
• Initial Public Offerings/IPOHome.com (Renaissance Capital)
• Yahoo Finance/Initial Public Offerings
• IPOMonitor.com
• EDGAR Online/IPO Lockup Lookup
• IPO Auctions (WR Hambrecht & Co.)

Exchange Traded Funds

• ETFConnect (Nuveen Investments)
• Morningstar/Exchange Traded Funds
• Index Funds Advisors

Mutual Funds

• Morningstar
• MaxFunds.com
• Fund Alarm
• Closed End Fund Center

Restricted Stock

• Restricted Stock Partners Site

Stock Options

• INO.com
• CoveredCalls.com
• CBOE Weekly Strategy Discussion
• OptionsCentral.com (Options Industry Council/Options Clearing Corp Site)
• TradeSignals.com
• OptionFind.com
• iVolatility.com
• Chicago Mercantile Exchange Site
• Chicago Board Options Exchange Site
• Financial Pipeline/Derivatives
• MyStockOptions.com

Hedge Funds

• Lipper/Reuters - Hedgeworld.com
• Credit Suisse First Boston/Tremont Hedge Fund Index
• Hedge Fund Center (Fund Investors, LLC)

Insider Trading

• EDGAR (SEC) Online - Insider Trading
• SEC Form 4 Filings

Audio/Conference Calls

• Vcall, Inc. Web Corporate/Earnings Teleconferences
• ON24 Earnings Webcasts
• Wall St. Uncut Financial Interviews (Elliott Wave International)
• BestCalls.com Earnings Conference Calls
• Hoovers Analyst Video Interviews

Technical Analysis

• Clearstation.com (E*Trade Financial)
• DecisionPoint
• BarChart.com
• BigCharts.com (MarketWatch)

Economic Data

• Economy.com
• Nationmaster.com

Tools

• Stockcharts.com
• Quote.com (Lycos)
• GainsKeeper.com
• BestSignals.com
• ValuEngine.com
• FinPortfolio.com
• US SEC / Mutual Fund Cost Calculator
• TradingDay.com
• StockSelector.com

Bonds/Fixed Income

• US Dept of Treasury / Bureau of Public Debt
• Moody's
• Bond Market Association / InvestingInBonds.com
• BondTalk.com
• Municipal Bonds / FMSBonds.com
• Electronic Mutual (Bond) Statistics
• SavingsBonds.com

Real Estate Investment Trusts (REITs)

• National Association of Real Estate Investment Trusts

Home Mortgages

• Reverse Mortgages
• General Mortgage Info

Personal Credit Reporting/Scoring

• Federal Trade Commission / Credit Site
• AnnualCreditReport.com
• MyFico (Credit Scoring)
• FTC / Credit Repair

Earnings Calendar

• TheOnlineInvestor

Mergers

• TheOnlineInvestor

Market News

• Bloomberg
• Reuters

Investment Professional Designations

• NASD Investment Professional Designation Summary

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