Investing Unit 9: Resources

• Introduction
• Unit 1: Basic Building Blocks of Successful Financial Management
• Unit 2: Investing Basics
• Unit 3: Finding Money to Invest
• Unit 4: Ownership Investments
• Unit 5: Fixed-Income Investing
• Unit 6: Mutual Fund Investing
• Unit 7: Tax-Deferred Investments
• Unit 8: Investing Small Dollar Amounts
• Unit 9: Getting Help: Investing Resources

• Investment Clubs
• Investing Resources
• Investing on the Internet
• Summary
• Resources
• Action Steps
• About the Author

• Unit 10: Selecting Financial Professionals
• Unit 11: Investment Fraud

• Study Guide
• Action Steps
• Monthly Investment Messages
• Glossary

The following lists are some additional resources to assist you with investment decisions.

Books

• Basic Principles of Conservative Investing: 9 Princiles You Must Follow (2007) by Rich Brott, ABC Book Publishing.
• Investing for Dummies (5th Edition) (2008) by Eric Tyson, Wiley.
• Investing From Scratch: A Handbook for the Young Investor (2007) by James Lowell, Penguin.
• The Little Book of Common Sense Investing (2007) by John C. Bogle, Wiley.
• The Neatest Little Guide to Stock Market Investing (2007) by Jason Kelly, Plume.
• Unconventional Success: A Fundamental Approach to Personal Investment (2005) by David F. Swenson, Free Press.

Newsletters and Home Study

Investment Home Study
American Association of Individual Investors
625 North Michigan Avenue, Suite 1900
Chicago, IL 60611
Toll-free: 1-800-428-2244
http://www.aaii.com

DRIP Investor
(monthly newsletter about Dividend Reinvestment Plans)
North Star Financial, Inc.
7412 Calumet Ave.
Hammond, IN 46324-2692
Phone: 219-931-6480 http://www.dripinvestor.com

Magazines

• Better Investing (NAIC)
• Kiplinger’s Personal Finance
• Smart Money
• Consumer Reports
• Money
• Worth

Web Resources

Daily Financial Updates

• Business Week Online http://www.businessweek.com/investor/index.html
• CNN Money http://money.cnn.com
• MSN Money http://moneycentral.msn.com
• Silicon Investor (a onetime membership fee is required) http://www.techstocks.com
• USA Today Money Section http://www.usatoday.com/money
• The Wall Street Journal http://www.wsj.com

Investing—General

• Alliance for Investor Education (The Investor's Clearinghouse) www.investoreducation.org
• American Association of Individual Investors www.aaii.com
• American Stock Exchange www.amex.com
• BetterInvesting www.better-investing.org
• Briefing offers in-depth analyses of individual stock sectors www.briefing.com
• Daily Stocks www.dailystocks.com
• Dow Jones Industrial Average www.djindexes.com
• FINRA (Financial Industry Regulatory Authority) www.finra.org
• GreenMoney Online Guide for socially responsible investing and green consumer options www.greenmoney.com
• Investor Protection Trust www.investorprotection.org
• Investor Web www.investorweb.com
• The Motley Fool, Online financial forum www.fool.com
• NASAA (State Securities Regulators) www.nasaa.org
• NASDAQ Atock Exchange www.nasdaq.com
• New York Stock Exchange www.nyse.com
• PC Quote www.pcquote.com/
• Research magazine InvestorNet section www.researchmag.com
• SEC’s EDGAR Database for company annual reports and other documents www.sec.gov/edgarhp.htm
• SEC’s Enforcement Complaint Center www.sec.gov/enforce/comctr.htm
• Security Dealers’ Public Disclosure site (FINRA) to check if your broker has had any disciplinary action filed www.nasdr.com/2000.asp
• Stock Smart www.stocksmart.com
• StockScreener (Hoovers) www.stockscreener.com
• The Stock Room www.stockroom.org
• U.S. Securities and Exchange Commission (SEC) maintains database on mutual fund prospectuses and annual reports www.sec.gov

Investing—Mutual Funds

• Investment Company Institute www.ici.org
• Lipper Analytical Services www.lipperweb.com
• Mututal Funds Investor Center www.mfea.com

Online Brokers

• American Express www.ameriprise.com
• TD Ameritrade www.tdameritrade.com
• E*Trade www.etrade.com
• Fidelity http://www.fidelity.com
• Charles Schwab & Co. www.schwab.com