MorningStar is an investment analysis tool with three main features: Screeners that use your criteria to create short lists of stocks, funds, and ETFs; Reports & Returns with comprehensive information on stocks, funds, and ETFs plus analyst guidance for some of them; and a PortfolioX-Ray tool to assemble stocks, funds, and ETFs into a portfolio to reveal asset allocation, sector weightings, and more. The Help & Education section has courses on 150 investment topics. A quick look in the Articles & Videos section offers ratings of 529 College Saving Plans, year-end tax planning, and others.
Standard & Poor's NetAdvantage (available from the library's computers) is an investment tool with analysts’ news and commentary on financial markets and industries. Searchable publications such as industry surveys and stock and mutual fund reports are included. The Learning Center covers smart investing basics, retirement planning, and more.
Here are some samples of new titles to help with your planning as well:
Financial Fitness Forever: 5 Steps to More 332.024 MER Paul Merriman teaches you to build a winning portfolio for life in 5 steps.
Your Living Trust & Estate Plan 346.052 PLA This revised fourth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan.
Big Retirement Risk 332.024014 BOT The author shows you how to craft an investment strategy to help protect your retirement lifestyle in good economic times and bad.
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