Finance and Investment
General Sources
Bloomberg PERSONAL
Provides business news and financial information.
Bureau of Public Debt
The government agency responsible for selling US Savings Bonds, and Treasury bills, notes, and bonds features information on these financial instruments, current and historical statistics, and government securities market regulation.
CyberSecuritiesLaw
Compiled by Blake A. Bell of Simpson Thacher & Bartlett and published by Glasser LegalWorks, the site covers SEC news and litigation involving the Internet and securities and provides free subscriptions to the CyberSecuritiesLaw Tribune.
Finance Site List
Wide range of sites, some listing online resources, others listing print materials; by the Journal of Finance.
Financial Management Service, US Department of the Treasury
The body that provides centralized payment, collection, and financial reporting services for the government.
Investment FAQ
Provides answers to Frequently Asked Questions on investment.
InvestorGuide.com
A full service investment portal featuring investment news from standard investment sources and a subscription newsletter and commentary service.
Project Finance Portal
The Baker Library at the Harvard Business School (HBS) provides a guide to print and online resources for project financing.
MsMoney.com
Covers basic topics in personal finance, offering articles, links, tools, and calculators.
Virtual Finance Library
A wide ranging site developed by the Department of Finance at Ohio State University; it includes the Financial Data Finder, which describes and links to many sources of financial data around the world, ranging from fee-based to subscription to free of charge.
Guides to Online Resources
Finance Resources on the Web
Created by Ian Giddy, a finance professor at the Stern School of Business at NYU, this directory provides links to both scholarly and general sites by topical category.
FINweb
FINweb is managed by James R. Garvin, Ph.D. at the University of Texas at Austin and contains many links to economic and finance related topics.
Knowledge Center
A collection of articles, tutorials and other educational materials provided by Ibbotson Associates.
NumaWeb
Numa Financial Systems provides links to sites concerned with financial derivatives.
Superstar Investor
Provides access to over 11,000 investment-related links.
Wall Street Net
Provides links to sites and information.
Dictionaries
Brill.com Glossary -
Mutual Fund Terms
Financial Glossary
Glossary provided by Yahoo! Finance.
Global Investor Glossary
Provides brief definitions of finance and investment terms.
Glossarist Stock Market Glossaries and Stock Market Dictionaries
Provides links to online glossaries and dictionaries.
Glossary of Terms
Glossary provided as part of the American Association of Individual Investors' Investor Basics web pages.
Glossary of Terms
Glossary provided by Ibbotson Associates.
InvestorWords
A basic glossary maintained by InvestorGuide.com with brief definitions.
NASDAQ glossary
A basic dictionary of stock market terminology created by NASDAQ.
Risk Glossary
Glossary from Contingency Analysis.
Tutorials and Educational Resources
All About Value at Risk
All About VaR, created by Barry Schacter, the head of Enterprise Risk Management for Caxton Corporation, this site provides a variety of educational resources on the subject.
Background Report:
Employee Stock Options
The Financial Markets Center provides information covering principles, trends, and issues related to employee stock options.
A Brief Guide to Closed-End Funds
Provides a brief overview of various topics related to investing in closed-end funds.
Brill's Mutual Funds Interactive
Funds 101 - Mutual Funds for the New Investor provides good basic information. Also provides news and data.
"Cash Flow Forecasting: Keeping Your Company One Step Ahead"
An overview of cash flow forecasting by Clare C. Jones, of Deloitte and Touche.
EduStock
Includes tutorials on the stock market, tips for selecting stocks, and a free market simulator.
FED101
Maintained by the Federal Reserve Bank of Kansas City, this educational Web site provides information about the history, structure, policies, and services of the Federal Reserve.
Financial Management Training Center
Matt H. Evans, CPA, offers eight free online courses on financial management, twelve courses offered by telephone, and links to other educational sites.
Forecasting Principles
J. Scott Armstrong, a professor at the Wharton School of the University of Pennsylvania created Forecasting Principles for educators, practitioners, and researchers of forecasting.
GE Center for Financial Learning
Offers online short courses on various financial topics, each of which can be completed in an hour or less.
Investopedia.com
Provides articles, tutorials, simulations, a dictionary, and more.
The Motley Fool: How to Value Stocks
Features materials created for the educational series How to Value Stocks from the Motley Fool.
Online Investing --
WSJ.com
The Wall Street Journal provides a collection of
articles covering issues in online investing in various types of instruments.
Optionetics
An investment education resource offering articles, guides, and links on stock options, including how to use options and how to exit an options position, and volatility.
Riskinstitue.ch
The International Finance & Commodities Institute provides a risk management checklist, regulatory documents, case studies, and a glossary.
Study Finance
Created by the University of Arizona, this site features RealAudio files covering basic finance topics and financial career information.
Ten Questions to Ask About Any Investment Opportunity
The US Securities and Exchange Commission (SEC) offers general advice for investors.
Trillion Dollar Bet
A companion site for the PBS Nova episode, the Trillion Dollar Bet, exploring the Black-Scholes Formula, which allows one to determine the value of a call option at any given time.
Wachowicz's Web World; Web Sites for Discerning Finance Students
Created by a professor at the University of Tennessee, the site presents links to online resources, PowerPoint slides, interactive quizzes, and more, all keyed to his textbook on financial management.
Investment Advice
FundAlarm
Created and maintained by Roy Weitz, CPA, offers news and information to help users decide when to sell their mutual finds.
The Investor's Information Sourcebook. (Ref. HG 4515.9 .M35 1995)
Describes over 1700 sources of investment advice, from financial publications and newsletters to computer services, television programs, and audio tapes.
Morningstar.com
The Stock Selector feature identifies investment opportunities by industry sector and investment characteristics. Provides company profiles and links to company news.
The Outlook. Standard & Poor's. Weekly. (Desk HG 4501 .O8)
Standard & Poor's Stock Reports. Quarterly. (Desk Ref. HG 4905 .S442)
Prior to 1998, the Stock Reports were issued in three segments:
---American Stock Exchange. 3 vol. (Ref. HG 4905 .S44)
---New York Stock Exchange. 4 vol. (Ref. HG 4905 .S443)
---Nasdaq and Regional Exchanges. 4 vol. (Ref. HG 4905 .S44401)
Standard & Poor's NASDAQ and Regional Exchange ProFiles.
Stock Market Encyclopedia. Standard & Poor's. Quarterly.
Global Macroeconomic and Financial Policy Site
An excellent source for commentary on the US stock market by NYU professor Nouriel Roubini.
Value Line Investment Survey. Loose-leaf, updated weekly.
Brief industry analysis with detailed financial data for key companies. Selection & Opinion issues provide general investment advice and list recommended stocks.
Wall Street Central
Provides information on financial markets and individual companies, including many links to company specific sources.
Company Investment Information
The Annual Reports Library
Contains over 1.45 million original reports (and proxies) from corporations, foundations, banks, mutual funds and public institutions located around the world. The site gives advice and some links on how to get copies of reports, and how to make the best use of them.
Hoover's Guide to Private Companies. Biennial.
Hoover's Handbook of American Business. Annual. 2 vol.
Hoover's Handbook of Emerging Companies.
Concise company description and financial data. Company financial information also available as Hoover's Online.
Moody's Handbook of Common Stocks. Quarterly.
Moody's Handbook of Nasdaq Stocks. Quarterly.
Moody's Manuals - Provide detailed financial information and corporate histories. Index for all manuals is available at the fourth floor reference desk. All are published annually.
---Bank & Finance Manual. 4 vol. (Ref. HG 4961 .M65)
---Industrial Manual. 2 vol. (Desk Ref. HG 4961 .M67)
---International Manual. 3 vol. (Ref. HG 4538 .M64)
---Municipal & Government Manual. 3 vol. (Ref. HG 4931 .M58)
---OTC Industrial Manual. (Ref. HG 4961 .M7237)
---OTC Unlisted Manual. (Ref. HG 4907 .M68)
---Public Utility Manual. 2 vol. (Ref. HG 4961 .M7245)
---Transportation Manual. (Ref. HG 4971 .M74)
multex investor
Provides financial ratios, company snapshots, and industry sector information.
SEC filings
Includes the full text of 10-K reports.
Standard Corporation Records. Standard & Poor's. 6 vol.
Corporate histories and detailed financial information updated throughout the year.
Worldscope
Disclosure/Worldscope Snapshots is an international database containing data derived from corporate annual and 10-K reports, disclosure statements, newspapers, and wire services. Each corporate record includes a description of the business, selected financials, key ratios, and names of officers. Updated weekly.
Additional sources are accessible through the Company Information page.
Bankruptcy
ABI World
American Bankruptcy Institute web site.
Bankruptcy Law Materials
Bankruptcy law information from the Legal Information Institute.
Internet Bankruptcy Library
Provides access to a wide range of resources.
Exchanges and Indexes
The American Stock Exchange
DAX
A German
site, DAX provides information about Deutsche Boerse composite indices.
FT.com - Financial Times
Provides a wide range of financial information, including information about 3,000 equities traded on the London Stock Exchange.
The FOOL 50 Index
Motley Fool's new index of 50 companies designed to be a realistic market index for the 21st century. The site explains the creation of the Index and provides details on all the companies.
New York Board of Trade
Formed from the NYCE and CSCE exchanges, the NYBOT site provides market information, industry reports, charts and quotes.
Bloomberg's World Equities
Provides links to major international stock indices.
IPOs
EDGAR Online IPO's
Sponsored by the SEC's EDGAR Online, this database offers news and searching of initial public offer filings by company, exchange, deal size, or shares offered.
IPO
Analyst
Lists the location and phone number of each underwriter, with
a list of public offerings showing that underwriter's role in the offering.
Stock and Mutual Fund Prices
Harrisdirect
An online brokerage network which gives free quotes, news, and online stock trading.
Daily Stocks
Search by company for stock quotes, charts, news, SEC Filings, and more. Some features require registration.
Fool.com Quotes and Research by Motley Fool.
Offers stock quotes and index information.
Locating Sources of Historical Stock Quotes
Describes a process and discusses each source recommended.
Netstock Direct
Provides information and links to enable investors to buy stocks direct from companies.
Quote.com
Lycos provides a ticker search and free stock quotes. Their full service requires registration.
Standard & Poors Index Services
Provides closing figures for the various S&P indexes, as well as descriptions of each index and lists of companies in each index alphabetically and by industry.
Standard & Poor's Security Owner's Stock Guide. Monthly.
Provides stock price data with little additional information.
Stock Answers: Finding Historical Stock Prices
Written by the Suburban Library System of Illinois, this site provides an overview of the process and sources to find historical stock prices.
StockGuide
Search for stock quotes and SEC filings and view charts for OTC stocks by ticker symbol. Has a list of OTC companies with their ticker symbols.
Yahoo Finance
Provides quotes by ticker symbol, stock news, company news, and business and securities news.
Bonds and Bond Prices
FMSbonds.com - Municipal Bond Specialists
Price quotes, plus news and commentary on the municipal bond market.
Investing in Bonds.com
Basic information about bonds and investing in bonds, plus bond prices, provided by the Bond Market Association.
Standard & Poor's Bond Guide. Monthly. (Desk HG 4905 .S43502)
Wall Street Select
Directory of market and broker sites.
Statistics Sources
Commodities Price Locator. (Ref. HF 1040.7 .C46 1989)
Where to find regularly reported spot or cash prices of commodities. Covers 150 publications and 31 databases.
Commodity Prices.
Bibliography of sources for wholesale, retail, and other quotations for over 10,000 products.
The Dow Jones - Irwin Guide to Using the Wall Street Journal.
Guide to using the statistical series published in the Wall Street Journal. Covers the business cycle, Federal Reserve System, money supply, interest rates, inventories, capital expenditures, stock market, international transactions, leading economic indicators, and federal fiscal policy.
A Guide to Statistical Sources in Money, Banking, and Finance.
A guide to 480 state, regional, national, and international sources of statistical information.
Handbook of United States Economic and Financial Indicators.
Describes each indicator, its use, published sources, and frequency of publication.
Investment Statistics Locator.
Indexes investment statistics in 56 standard business sources and gives the frequency of the data.
Additional sources can be accessed from the Statistical Sources section of the MBA Electronic Library Handbook and also from its Guide to Printed Sources.
Statistical Compilations
The Bond Markets. (Ref. HG 4651 .D67 1995)
Reviews and analyzes the previous year's world debt market performance. Replaces the Fixed Income Almanac.
Commodity Market Review 2003-2004
The UN's FAO issues an annual analysis of world market developments affecting agricultural, fishery and forestry products, with specific commodity reviews and data. The archives contain the two previous reports.
CRB Commodity Year Book.
Covers over 90 commodities, currencies, interest rates, and stock index futures. Reviews each commodity and factors affecting its price, demand and production during the past year. Statistical supplement published three times during the year.
Facts and Figures on Government Finance.
Covers state, local, and federal revenues, expenditures, and debt; selected national economic series. Source noted for each table.
Interest Rate Spreads Analysis.
Interest rate levels for various instruments and interest rate relationships between instruments, between maturities, and across instruments and maturities.
The Reuters Guide to Official Interest Rates.
Guide to official interest rates and the role of central banks in 20 countries.
Survey of Current Business. U.S. Department of Commerce. Monthly.
Topical articles and two statistical sections: "Business Cycles Indicators," and "Current Business Statistics." Historical companion volume is: Business Statistics
Calculators, Formulas and Financial Tables
anz.com's Benchmark Your Business
Calculates breakeven point or volume required to achieve profit goals.
The Current Value of Old Money
Created by science librarian Roy Davies, provides links to Websites that help determine how much a specified amount of money at a certain period in time would be worth today.
DividendDiscountModel.com
Calculates the present value of the future dividends that a company is expected to pay its shareholders.
FinanCenter - Public Use Tools
Provides calculators for computing savings and loans of all types.
Handbook of Financial Mathematics, Formulas and Tables.
How to calculate, interpret, and use various financial formulas used in business analysis and management; with interest, present value, depreciation, and mathematical tables.
Monthly Interest Amortization Tables.
Provides tables for interest rates from 2% to 25.75%.
RBC Centura - Calculators and Tools
An online aid to calculating loan payments and amortization.
Sales Volume Breakeven Analysis
A simple calculator from KJE Computer Solutions,
LLC.
Savings Bond Calculator
From the Bureau of the Public Debt in the Treasury Department, this site computes the redemption value of specific US savings bonds.
SEC Mutual Fund Cost Calculator
Provides a means to estimate and compare the costs of owning mutual funds.
Thorndike Encyclopedia of Banking and Financial Tables. 3rd ed.
Tables for calculating loan payments and amortization, compound interest and annuity, and investment discounts and yields. Updated by a Yearbook (Ref. HG 1626 .T492).
ValuePro Stock Value Calculator
A free online calculator that tabulates the baseline valuation for any publicly traded stock.
SEC LAW.com - An online guide to securities law.
SEC News Digest - Recent Commission actions, such as enforcement proceedings, rule filings, and policy statements, updated daily.
Big Charts
Brookings-Wharton Papers on Financial Services, available through
Project Muse
CNN/Money
Euromoney
Financial News Online
FinCareer
Jobsinthemoney.com
JSTOR
Vcalls
Associations and Regulatory Bodies
Associations
Changing its name to CFA over several years, beginning May 2004.
Regulatory Bodies
The CFTC regulates commodity futures and options trading in the United States.
Online News, Jobs, and Journals
Beyond the Bull
Posts four reports daily, focusing on momentum trading, which is guided by the principle that if money is flowing into stocks, more money will follow because no one wants to be left out.
Features graphic presentation of business and investment data and includes stock quotes, industry analysis, market news and commentary.
An annual series from the Brookings Institution and the Financial Institutions Center at the Wharton School, providing analyses of the financial services industry. Locate articles from the table of contents for issues from 2000 to the present.
Financial information
and links from the editors of CNN and Money magazine.
Free, but users must register.
The Web version of the Financial News provides news and information about investment banking, securities, and fund management in Europe. Free registration is required to use all the features.
An online magazine dedicated to news, information, advice, and job listings for financial careers. Features articles and news, human resources help, and a large job bank.
Aimed at finance professionals seeking career and employment information. Registered users may apply for posted positions online.
Contains fulltext of the following finance journals, to search by subject or browse by journal:
---Journal of Business (1922-2001)
---Journal of Finance (1946-2000)
---Journal of Financial and Quantitative Analysis (1966-1999)
---Journal of Money, Credit and Banking (1969-2001)
---Review of Financial Studies (1988-2000)
RealAudio files offer current financial news for investors. Includes regular daily scheduled programs and special programming.
Retirement Planning
Retirement Planning
Ohio State University FactSheet providing an overview of the planning process with links to related sites. Other related FactSheets -- without links -- include Financial News You Can Use, IRA - Individual Retirement Account, Start with Mutual Funds, Investing in Bonds, and Investing in Stocks.
AIG VALIC's Retirement Planning
Provides general retirement planning information and links to calculators.
Social Security Online
The Social Security Administration's official website provides information about social security, disability, and Medicare benefits and permits online ordering of a Personal Earnings and Benefit Estimate Statement.
SURS
The web site for the State Universities Retirement System of Illinois provides information about pending legislation, the annual report and investments performance summary for the system, member information, and a benefit estimator for members.
TIAA-CREF
Provides general retirement planning information and details of the funds available from TIAA-CREF, plus additional features for members.
Tax Information
For tax information, visit the IRS site or the Tax Accounting section of the Accounting page.
