Equity Research

Quotes & Graphs

• Yahoo Finance – One of the BEST sites for continuously researching stocks.  Set up a free account and track some of your stocks.
• BigCharts – Great charting of stock prices
• Market Map (Smart Money) – Graphic display of Market Sectors and their daily price changes

Fundamental Research

• FreeEdgar – Company Annual Reports, Quarterly Reports, and all other filings
• Market Guide – Research Individual Stocks and compare them to similar companies
• ·IPO Central – Search for IPO dates and Historical IPO performance
• Yahoo Splits Calendar – Calendar of company stock splits
• Yahoo Earnings Calendar – Calendar of when companies are expected to or already have reported their earnings.
• CNET Brokerage Reports – Highlights of Analyst reports on companies

Conference Calls

• Yahoo Conference Calls – Companies reporting financial results – you can customize
• BestCalls.com – Companies reporting financial results – you can customize

General Investment Research

• Morningstar – Research Mutual Funds
• Investment Company Institute – Mutual fund industry statistics
• Roth IRAs – Everything you ever wanted to know about Roth IRA Rules
• 401Kafe – Learn about 401(k) rules

Finance Links for Investing

• OSU Virtual Finance Library – Comprehensive list of financial links

Residential Mortgage

Search for Mortgage Rates

• BanxQuote – Mortgage Rates for different US Regions

Research the Mortgage Markets

• Mortgage Rates and Treasury Market – Current National Mortgage Rates
• Mortgage Rate Trends – Useful opinions on the future direction of Mortgage rates.
• Fixed Rate Mortgage Historical Graphs and Spreads – Not always up to date but a good historical view
• Adjustable Rate Mortgage Historical Graphs – Not always up to date but a good historical view

Insurance

• QuoteSmith.com – Shop for best insurance prices, comparing HUNDREDS different companies instantly.

Fixed Income Research

• Bonds Online – Bond Price Quotes
• Yield Curve – US Treasury Yield Curve
• Bond Market Association – Links to firms that provide bond information

Economics

Search for Reports

• GOVBOT – Search engine for Government Databases (i.e. US Budget, IRA Rules, Estate Laws, etc.)

Calendars

• Yahoo Economic Calendar – Economic Report Releases – Past numbers, consensus expectations, and future release dates

Research

• Macro Economic Statistics – Statistics such as: GDP, Production and Capacity Utilization, CPI, etc.
• Bureau of Labor Statistics – Macro Economic Statistics
• US Economic Indicators (Source US Census Bureau) – Trade, retail sales, housing stats, etc.
• Economic Statistics Briefing Room – Production, output, income expenditures, etc.
• American Economic Association – Links to find Macro Economic Data.
• Federal Reserve Bank of New York Statistics – Statistics gathered by the NY Fed
• London Metal Exchange – Historical prices of Aluminum, Copper, Tin, Lead, Zinc, Nickel, Silver

Tax and Estate Planning

• IRS Home Page – Forms, Publications, Tax Calendars, and General Info
• IRS Tax Table – Federal Income Tax Table for Line 39 of Form 1040
• TaxWeb – Good Collection of Links to Each State’s Tax Laws
• Florida Estate Tax Laws – There are no Florida estate Taxes.

Protecting Yourself

• NASD Public Disclosure – Check the status of NASD registered Brokers (criminal events, regulatory actions, customer complaints, etc).
• National Charities Information Bureau – Information to make sound giving decisions.
• Better Business Bureau