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Personal Finance: Investing

ALA Recommended Books


American Library Association.  Financial Literacy in Public Libraries: A Guide for Building Collections.
      My thanks go to ALA for inventing this wheel for me.

Thrall Library's Links for Investors.

CFPB's list of financial educational resources

Additional Books



  • 401(k) Investing   Comprehensive information about investing for retirement through a 401(k) plan.
  • Fast Answers for Investors   A database maintained by the U.S. Securities and Exchange Commission dedicated to answering investor questions.
  • FINRA BrokerCheck   A tool to research the background and experience of financial brokers, advisers, and firms.
  • FINRA Investors   Comprehensive information, tools, calculators, and alerts for individual investors from FINRA.
  • Fund Analyzer   FINRA tool for estimating and comparing the fees and expenses for mutual funds, exchange traded funds, and exchange traded notes.
  • Investopedia   Glossary of investment topics and terms.
  •   U.S. Securities Exchange and Commission’s resources to help individuals understand, research, and protect their investments.
  • Khan Academy, Finance and Capital Markets   The Khan Academy’s self-paced courses on investing and other personal finance topics.
  • Save and Invest   Information and interactives to help investor spot, avoid, and report investment fraud.
  • Saving and Investing Roadmap   A concise guide for beginning investors from the Securities and Exchange Commission.
  • Smart About Money—Investing   A basic self-paced courses from the National Endowment for Financial Education (NEFE).
  • Smart Asset   A sequence of interactive tools and calculators help make deciding on big financial decisions easier.
  • Bloomberg   Provides current and historical information about equities, currencies, commodities, and futures. Subscription is required. Please contact Bloomberg for more information.
  • EDGAR   A free database of corporate filings maintained by the U.S. Securities and Exchange Commission.
  • Hoover’s Company Profiles-ProQuest   A database with information on more than 40,000 public and private companies. Subscription is required. Please contact ProQuest for more information.
  • Investors in the United States   Detailed data about American investors compiled for the investor sample of FINRA’s National Financial Capability Study.
  • Morningstar Investment Research Center   Provides access to data on investment options, such as stocks, mutual funds, exchange-traded funds, and closed-end funds. This database, designed for libraries, requires a subscription. Pricing is flexible and based upon a library’s needs. Contact Morningstar for subscription information.
  • Standard and Poor’s   A database featuring credit research on bond issues from around the world, including information on public finance and structured finance issues. S&P does require a registration to see recent ratings actions. To register, please contact S&P for subscription information.  
  • Value Line   An investor tool for researching stocks, mutual funds, options, and other securities. Subscription is required. Please contact Value Line for subscription information.