Wealth Management Information Links

Analytics:

http://www.crestmontresearch.com/ Incisive research by Ed Easterling, the author of Unexpected Returns (2005).  See Review of Easterling's Book

http://www.stockpi.com/
A multi-factoral analytical engine developed by  Aditya Pabuwal that suggests both long and short positions in U.S. equities.

The Quadrix system, developed by Richard Moroney, allows for filtering from a universe of about 4,000 U.S. stocks and ADR's.  A useful feature of the system is that it provides for input of variables by percentile rank rather than by raw values.  See Overview of Quadrix sytem.

Financial News:

Bloomberg financial news:  http://www.bloomberg.com/news/index.html

NASDAQ news/stock market indices:  http://www.nasdaq.com/

CBS market watch:  http://cbs.marketwatch.com/news/default.asp?siteid=mktw

MSN Money site:  http://moneycentral.msn.com/home.asp

Yahoo:  http://finance.yahoo.com/?u

Business Week Online:  http://www.businessweek.com/

Forbes Online:  http://www.forbes.com/

Barron's Online:  http://www.barrons.com/

Wall Street Journal Online:  http://online.wsj.com/home/us

Financial Times:  http://news.ft.com/home/us

Investor's Business Daily:  http://www.investors.com/

TheStreet.com:  http://www.thestreet.com/

Investor Education:

NASD investor education:  http://www.nasd.com/Investor/

Regarding mutual fund breakpoints:  http://www.nasd.com/Investor/Alerts/alert_breakpoint.htm

529 Plans, state by state plan summaries:

http://www.savingforcollege.com/

American Association of Individual Investors:

http://www.aaii.com/

Concerning mutual funds:

http://www.morningstar.com/Cover/Funds.html?topnav=funds

Choosing a financial advisor:

http://planning.yahoo.com/choose.html

See also:  Long-term Stock Investing, Part 5: Sources of Public Information

Stock Screening:

Yahoo:  http://screener.finance.yahoo.com/newscreener.html 

MSN:  http://moneycentral.msn.com/investor/finder/customstocksdl.asp

Online subscription to AAII (link above) includes access to very flexible stock screening software.

Bond Screening:

Yahoo:  http://bonds.yahoo.com/search.html