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Fraud Protection

Here's a list of links I find useful in managing personal investments.
Credit reporting agenices:
TransUnion (opt out of direct mailing lists)
http://www.optoutprescreen.com/ (recommended)
Free Annual credit report at http://www.annualcreditreport.com/
Better Business Buereau

Financial planning

 

From a certified financial planner, here are your funding priorities.
  1. Fund 401(k) to the limit of the company match.
  2. Pay off credit cards.
  3. Fund Roth IRA to the max.
  4. Save for and buy a home.

 

DEPARTMENT OF LABOR 401(k) INFORMATION
======================================

The Department of Labor has recently published a booklet, "Savings Fitness: A Guide to Your Money and Your Financial Future." The booklet shows you how to set financial goals and make retirement savings a high priority. Some of the topics include: saving for retirement, where to put your money, reducing investment risk, and deciding on an investment mix. For the complete booklet, refer to the web site: http://www.dol.gov/dol/pwba/public/pubs/part2.pdf.

 

 

Trading

E-Trade
Harrisdirect formerly (Morgan Stanley Dean Witter Online ( previously Discover Brokerage))

By July 2002 MSDW online accounts will be transferred to Harrisdirect. See the email announcement for more information.

Datek online
Morgan Stanley Dean Witter
Charles Schwab
Jan 2006 News letter

Research

Quicken
Valuline
Co-op America
Mutual Fund Investor's Center
Morgan Stanley
FinancialWeb
Interactive Investor (Good Fund Search)
Investment Research and Tools
Investor Guide
Rapid Research
StockScreener
TradingDay
Value Line
Wall Street Research Net

News

Black Enterprise
Wall Street Journal
Money Magazine
Forbes Magazine (Layoff tracker shows monthly industry layoffs.)
CNN Financial News
Fortune Magazine
SmartMoney Online
News Alert
Good Morning Silicon Valley (San Jose Mercury)
News.com
Gartner Group Interactive
TechWeb
zdnet

Advisors & Tools

Currency Conversion Tool (including historical rates)
Universal currency converter: http://www.xe.com/ucc/.
Edgar Online
American Express Financial Advisors
Coalition Of Black Investors
Protect yourself against fraud.

Tools

CNN money financial calculators
www.fincalc.com

Market Data

Quote.com
APL Quote Server
Big Charts
Free Real Time (email alerts?)
InfoBeat Finance (email alerts?)
Yahoo Briefing: Upgrades & Downgrades

Mutual Funds

Calvert Group
Interactive Investor (Good Fund Search)
Fidelity
T. Rowe Price
Principal Financial Group
Prudential
Vanguard
Index Funds Online
ICI Mutal Fund Connection
Morningstar
The Mutual Fund Investor's Center
Mutual Funds Central

Banking

Wells Fargo
Technology Credit Union
BanxQuote
www.bankrate.com to get rates for various investment instruments and loans.
FinanCenter
ABN Amro Mortage (800-783-8900)
Paypal
Ocwen Federal Bank
Instafi Mortgage Brokers
First Choice Mortgage Brokers
Visa (report lost cards)

Supplies

Replacement checks http://www.checkgallery.com/ Offer code: GC1853.

Retirement Plans

Schwab Plan
Kiplinger Retirement Calculator.
Social Security Funds
Aging With Dignity
www.immediateannuities.com to find out how much income your retirement savings will generate.

Investor Education

Equity Analysis
The Investment FAQ

IPO Center

IPO Central
IPO.com
The IPO Network (IPO performance)

Investment Law

Fairmark Press Tax Guide for Investors
Investor Rights Online
Nolo Law Center
Securities Law

Fun and Games

Virtual Exchange
Virtual Stock Exchange

 

 

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