Section 1: SomeNotable Sites
Yahoo Net Events for Finance and
This site is a daily list of investment audio
and visual on the internet.
Enter ticker symbol or company name and you are linked to quotes,
charts, news, profiles, earnings estimates, SEC Filings, analysts and
research reports, magazine, newspaper and search engines and more...
Personal Finance Information Source
Featuring financial articles, investment
commentary, retirement advice, and more
With over 4,000 investing terms and 15,000 links between related
words, InvestorWords is the most comprehensive investing glossary
you'll find anywhere, online or off.
Investing in Bonds
Individuals interested in learning more about bond investing can tap
into this new site, which enables investors to access a daily yield
table for municipal bonds, closing Treasury prices compiled by GovPx,
links to firms that provide pricing and general bond market
information, a list of bond dealers who are members of the The Bond
Market Association, booklets published by Association (including the
full text of the Association's Investor's Guides to Municipal Bonds,
Corporate Bonds, Mortgage Securities and Inflation-Indexed
Securities), and links to other Internet sites where bond market
information is available.
Search Engine Watch
Everything you ever wanted to know about Web search engines
Big Charts is a comprehensive and easy to use, and free charting
service. Build, save, and update your favorites.
Provides mutual fund family phone numbers and links, weekly news about
mutual funds investing, a discussion board for posting questions and
links to best general and mutual fund information sites, Roth IRA
resources, including links to articles about Roth IRAs and worksheets
and calculators for estimating benefits of converting to or opening a
The purpose of this site is to provide technical and planning
information on Roth IRAs to practitioners and consumers.
Scour 7,500 stock and bond funds to find the best match for your
portfolio based on objective,performance, expenses, holdings, risk,
1998 Mutual Fund Fact Book from the
Investment Company Institute
An Introduction to Investment Theory
An online investment text book by Yale Professor Will Goetzmann
The Web Investor
Listing of Mutual Fund companies online.
100 Hot Financial Sites
100hot Sites is a free directory to the most popular sites on the web.
- Anti-Money Laundering
Guide to Roth IRA-- how to invest in their Roth IRAs and pitfalls/tips & tricks of doing so
Section 2: Practitioner Daily Use Sites
The Financial Data Finder- Ohio
This page points to financial and economic data available on the
Web and elsewhere. Other local resources include Department Home
Page, The Journal of Finance, Educational Resources in Finance,
Research Resources in Finance and the WWW Virtual Library:
Web Resources for Financial
Planning- Ohio State University
•Financial Planning Tools •Home Loan Calculator •Outline of
Data Needed for Personal Financial Planning •Readings in Estate
Planning •Readings on Long-Term Care Insurance •Readings in
retirement planning •Readings in succession planning •Summary
of tax provisions important for self-employed individuals) •TIAA-CREF
software tools for retirement planning
Investor Home includes links and background information for each
step in the investment process and all of the major Asset Classes
including Stocks, Bonds, Real Estate, Venture Capital,
Alternative, and Tangible investments. You'll also find quotes and
summaries of research from the industry's most respected sources.
Publishes several articles
each day on investment news
Enter ticker symbol or company name and you are linked to quotes,
charts, news, profiles, earnings estimates, SEC Filings, analysts
and research reports, magazine, newspaper and search engines and
Site that scans the Internet for FAQ (Frequently Asked Questions)
files and indexes them.
Index and search engine provide comprehensive access to all
resources of interest to investors and investment professionals.
We are committed to keeping it as complete, relevant, and
up-to-date as possible. You can participate in our commitment to a
comprehensive and up-to-date resource by submitting your favorite
Internet Finance Resources
"This is a great site which constantly screens and finds new
financial site on the Internet."
"Another site which I use to keep current with Internet sites
in the field of finance."
"Another great site to keep up with the world of finance on
WACHOWICZ'S WEB WORLD:Web Sites
"The following financial management web sites are grouped to
correspond with the major topic headings in Fundamentals
of Financial Management, 10th ed., Prentice-Hall (1998) by
James Van Horne and John Wachowicz." It is a fine example of
using a web site to complement and enhance a hard copy
Financial Planning Forum
First, you need to register with them at the above site, then
follow to the forum.
AdvisorWorks -- Peter W.
A site exclusively for investment professionals, AdvisorWorks
is a password-protected site that offers a Web bulletin board
system for advisors to discuss practice-related issues, as
well as extensive libraries and links.
The Economist-Business This
To start receiving Business This Week, send an email
with the message "join economist-business" to
The Economist- News this
To start receiving Politics This Week, send an email
with the message "join economist-politics" to
To sign up for Money Daily, point your browser to:
To sign up for WORTH Weekly, point your browser to:
Financial Economists Network
(part of Social Science Research Network [SSRN])
Financial Economists Network working paper and published paper
series. Every week they send out abstracts of newly published
and working papers that they've become aware of. These are
divided into "journals" which are devoted to various
topics and come complete with e-mail addresses of the authors.
For many it's a great way of keeping up with the cutting edge.
The problem with the working papers is that there's no quality
Tracking the Markets
Section 3: Financial Planning Resources -
College Board's Online College
Fidelity ONline Investors Center -
College Cost Calculator
Gabelli Funds Inc. College Savings
College Savings Bank's "Create
Your Own College Plan
Insurance price comparison service
Insurance News Network
Letter-grade ratings that are used by consumers, investors and
other interested parties from Standard & Poor's and Duff &
Phelps Credit Rating Co. The ratings you'll see here are called
Claims Paying Ability ratings - judgments of the insurers' ability
to pay policyholder claims.
Research Resources in Finance --
Ohio State University
Finance Research Centers
Research Papers Online
Books in Financial Economics
Locating Finance Researchers --
a World-Wide Directory of Finance Faculty
Upcoming Conferences and Events
Other Related Sites
Contains: Other journals, institutional working papers
sites, personal working paper sites, The Financial Professional,
link collections, asset pricing & investments, derivatives,
corporate finance and government, financial institutions,
educational resources of interest to students and some "cool
CARL UnCover has references and tables of contents to over 10,000
journals in numerous disciplines. You can use UnCover to locate, order
and receive articles via fax, and charge article cost to your
Mastercard or VISA account. UnCover is especially useful for browsing
and for identifying recent articles--over 1,000,000 articles published
since Fall 1988 are already in the database and descriptions of 2000
to 3000 newly published articles are generated daily. UnCover is made
available and supported by CARL Systems Inc., a marketing and support
organization of the Colorado Alliance of Research Libraries.
Dr. Ed Yardeni's ECONOMICS NETWORK
Web site compiled by Ed Yardini, Chief Economist of Deutsche Morgan
Grenfell in New York . Access the online chart rooms, collections of
charts, economic indicators, weekly economic analysis and briefing,
topical studies and monetary and fiscal policies. Most charts are read
through Adobe Acrobat
Resources for Economists
List of Economic Journals
Web Finance Online
Efficient Frontier - An Online
Journal of Practical Asset Allocation
Edited by William J. Bernstein
THE INTELLIGENT ASSET ALLOCATOR
Portfolio Theory For the Small Investor
by William J. Bernstein
Ibbotson Associates Research
Includes articles like:
Taming Your Optimizer: The
Role of Asset Allocation in Portfolio Management
Scott L. Lummer, Ph.D., CFA; Mark W.
Riepe, CFA; Laurence B. Siegel
The Role of Returns-Based
Style Analysis: Understanding, Implementing, and Interpreting
the Technique http://www.ibbotson.com/Research/papers/Returns_Based_Style_Analysis/default.asp
Lori Lucas, CFA, Manager-Product Development, Ibbotson
Associates Mark W. Riepe, Vice President, Ibbotson Associates
Hitting the Target: How to
Implement an Optimal Portfolio Using Mutual Funds http://www.ibbotson.com/Research/papers/Hitting_the_Target/default.asp
Lori Lucas, CFA, Ibbotson Associates
Are Enhanced Mutual Funds
Worthy of Their Name? http://www.ibbotson.com/Research/papers/Enhanced_Index_Mutual_Funds/default.asp
Mark W. Riepe Vice President, Ibbotson Associates Matthew
Werner, Consultant, Ibbotson Associates
Stocks, Brady Bonds, and
Currencies: Investment Opportunities in Latin America http://www.ibbotson.com/Research/papers/Stocks_Bradys_Currencies/default.asp
Paul D. Kaplan, Vice President and Chief Economist, Ibbotson
William F. Sharpe's OnLine
Articles and Papers http://www-sharpe.stanford.edu/art.htm
Asset Allocation: Management
Style and Performance Measurement. http://www-sharpe.stanford.edu/sa.htm
Reprinted with permission from The Journal of Portfolio
Management, Winter 1992. Presents the method now generally
known as Returns-based Style Analysis and shows results
obtained from the analysis of U.S. mutual funds.
The Styles and Performance
of Large Seasoned U.S. Mutual Funds http://www-sharpe.stanford.edu/ls100.htm
Published on the World Wide Web, March 1995. A study of the
style and performance of 100 large, seasoned U.S. mutual
funds. Tests the hypothesis that "winners repeat".
Setting the Record Straight
on Style Analysis http://www-sharpe.stanford.edu/fa.htm
Reprinted with permission from Dow-Jones Fee Advisor,
November/December 1995. An extensive interview with Barry
Vinocur that deals with a number of questions about this
Roundtable Statment on Risk Disclosure by Mutual Funds http://www-sharpe.stanford.edu/fer96.htm
A statement issued in 1996 concerning risk disclosure by
A study (in progress) on Morningstar's performance measures
and alternative measures used in academic and other industry
US Government Bonds
Composite 3:30 pm quotations for U.S. government securities. Lists
each Treasury Bond, Note and Bill, with its CUSIP number, coupon
and maturity. Lists the bid, ask, change from the prior trading
day, and yield for "skip-day" delivery.
QuoteCom Street Pricing
Quotes on U.S. Treasury securities and on government agency
securities are provided as part of the Street Pricing service by
Street Software Technology, Inc., from data supplied by a major
Broker Dealer in these securities. There are three types of quotes
available: 1.Interest rate and spread fixed pages 2.Quotes on
active U.S. Treasuries 3.Quotes on government agency securities
(FNMA, GNMA, etc.) The cost is $9.95 per month for basic service.
U.S. Treasury Yield Curve
Moody's Outlook on Municipals
Municipal Resource Center
National Muni Bond Yields
The DealMakers Commercial &
Retail Real Estate Referral DataBase.
Providing insight & information on all Aspects of Real Estate
Dealmaking & Networking
Case Shiller Weiss, Inc.
Residential Real Estate Price Information from individual home
valuations to overall market trends, CSW can provide you with the
tools to answer your real estate questions. CSW has price
information for thousands of cities and ZIP Codes across the U.S.
Investor Home Alternative
Investments Links Page
Links to many useful Alternative Investment-related sites.
Investor Home Venture Capital
Links to many useful Venture Capital-related sites.
Venture Capital and Private
Useful educational material from a professor at Harvard Business
National Venture Capital
The National Venture Capital Association (NVCA) was founded in
1973 and is comprised of approximately 200 professional venture
capital organizations. It is organized to broaden the
understanding of the importance of venture capital to the vitality
of the United States economy. NVCA also works to stimulate the
flow of equity capital to emerging growth and developing
companies. NVCA seeks to improve communication among venture
capitalists throughout the country and to improve the general
level of knowledge of the venturing process in government, in the
universities and in the business community.
America's Business Funding
Access to networks of "accredited private investors."
Price Waterhouse's Venture
A quarterly study of venture capital investments throughout the
Initial Public Offerings(IPOs)/Private
Investor home IPO Links Page
Links to many useful IPO-related sites.
IPO - The Initial Public
Offerings (IPO) Resource Page
Useful educational material on IPOs.
Run by brokerage firm W.J. Gallagher, it has received approval
from the SEC to sell private-placement investments.
VAN HEDGE FUND ADVISORS
Useful educational material on Hedge Funds and Hedge Fund
Useful educational material on Hedge Funds and Hedge Fund
Riskview.com allows you to look at investment return, estimate
risk, and potentially improve your investment performance. It is a
free source of global equity data and risk analytics. It allows
you to measure total returns and estimate risks with the same
sophisticated tools used by investment banks and institutional
fund managers. . . at no charge to you.
Evaluate Political and Economic
International Investment Restrictions[ Regimes And
Probabilities ] [ Investment Restrictions ] [ Equity
Restrictions ] [ Operations Restrictions ] [ Taxation
Discrimination ] [ Repatriation Restrictions ] [ Exchange
Five-Year Forecasts[ Political And Economic ] [ Turmoil
] [ Investment Restrictions ] [ Trade Restrictions ] [
Domestic Economic Problems ] [ International Economic Problems
Money managers evaluating international investment markets may
be wise to consider the views of political risk analysts, area
specialists, and even military affairs experts. Political
stability is as important as economic opportunity when
investing outside their domestic markets.
Online Intelligence Project
The Online Intelligence Project is oriented to individuals and
professionals with an interest in international news,
commerce, and references. It uses an intelligence service
model to array Internet resources into departments and
New York Federal Reserve
Daily 10 a.m. midpoint foreign exchange rates from the New York
interbank market, certified by the New York Federal Reserve Bank
for customs purposes.
Pacific Exchange Rate Service
Some historical rates back to 1971. Easy to use.
Universal Currency Converter
Interactive calculator and daily update by email.
Stock Markets of the World
Links to many International investment exchanges-stock and bond
U.K. Business Net
Links to many International investment exchanges
Internet Securities, Inc.
Emerging Markets Service
ISI Emerging Markets provides hard-to-get information about
emerging markets economies including financial, economic and
political news and information, and transmits that data through
the Internet. Full-text news articles, financial statements,
industry analyses, equity quotes, macroeconomic statistics, and
market-specific information, which are derived directly from local
information providers, appear in both English and the local
Emerging Markets Companion
A convenient window into the emerging economies of Asia, Latin
America, Africa and Eastern Europe, with content contributed by
premier market participants and news organizations,and access to
economic and political events, market activity, and investment
Back to Top
Links to: For new Web researchers, you may
wish to visit Internet
Tips which contains some procedural tips for internet research.
Association for Financial Planning Home Page
S. Levitt, CFP, CFA
Partner, Evensky, Brown, Katz & Levitt