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.
CFPB's list of financial educational resources
- 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.
- Investor.gov 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.