Personal Finance and Investing Guide

Personal Finance

  • 360 Degrees of Financial Literacy
    360 Degrees of Financial Literacy is a national volunteer effort of the nation’s Certified Public Accountants to help Americans understand their personal finances and develop money management skills.
  • AARP Financial Planning and Retirement
    Information on budgeting, financial planning and retirement, with special interest for senior citizens.
  • Bankrate
    Compare bank rates for mortgages, home equity loans, CDs, auto loans, credit cards, etc. from Bankrate, Inc.
  • Currency Exchange Rates
    This provides a multilingual currency converter. It uses daily OANDA Rates, the touchstone foreign exchange rates used by corporations, tax authorities, auditing firms, and financial institutions. It includes current and historic rates. From OANDA Corp.

Investing

  • Morningstar
    View articles and videos on investing and personal finance, and read analyst reports and ratings for over 40,000 investments including stocks, mutual funds and ETFs. (Limit to 4 simultaneous users.)
  • Value Line Investment Survey
    See full-page reports, analyst commentaries and Value Line’s trademark rankings of all stocks covered by the print edition.
  • Financial Industry Regulatory Authority
    FINRA is a government-authorized not-for-profit organization that oversees U.S. broker-dealers, and is dedicated to protecting investors and safeguarding market integrity in a manner that facilitates vibrant capital markets.
  • Historical Stock Quotes
    Allows you to search for the closing price of stocks from January 2, 1985 to the present. Provided by MarketWatch, Inc.
  • Investopedia
    From Forbes Media, this site provides information about investing for beginners and more experienced investors and includes free registration to set up your own portfolio online.
  • MagPortal.com – Magazine articles on Finance & Investment
    Magazines include Business Week, Smart Money, Investment Advisor, Motley Fool and more.
  • Manifest Investing
    A site that provides tools and education to demystify the investing process.
  • Motley Fool
    One of the best known sites for investment advice and financial information.
  • TreasuryDirect
    Information from the U.S. Treasury about their products and services (e.g., bonds, notes, bills). You can set up an account and purchase securities directly.

Company Information

  • U.S. Securities & Exchange Commission
    The SEC’s Edgar database provides free public access to corporate information, allowing you to quickly research a company’s financial information and operations by reviewing registration statements, prospectuses and periodic reports filed on Forms 10-K and 10-Q.

Stock Exchanges

  • NASDAQ Stock Exchange
    Official site of the NASDAQ Stock Market features stock exchange quotes, news, market activity, personal finance information, etc.
  • New York Stock Exchange
    Official site of the New York Stock Exchange features information about listed securities and market data. You can register to set up your own online portfolio of up to 20 stocks that you can check at any time.