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Last checked 3/10/2024
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- BarChart has ticker displays plus other stock related info. Nice summary page for each stock or fund.
- The Street
is information on issues related to mutual funds and stocks. Also, they will sell you a newsletter that tells you how your money is being managed.
- Kiplinger
- The Balance has down-to-earth information and advice in a number of financial arenas such as investing, banking, mortgages, policy, and budgeting.
- FinURLs aggregates the news stories from the top financial news sites.
- Morningstar
- Motley Fool
- Investing.com has a bunch of indices on its front page. The usual assortment of news, analysis, and charts are available.
- Bloomberg
- investment and financial information.
- Bogleheads Forum
is a great place to read about how others are dealing with their investment portfolios.
- Bogleheads Wiki
This is good introduction to the Boglehead investment philosophy and includes links to the "three asset" portfolios.
- This Is Money is a UK site that has a variety of information on general investing and markets and includes advice on everyday decisions like paying bills and buying cars.
- Yahoo! Investing News Short stories on issues related to investing
- Yahoo! Finance Finance news in the Yahoo style - portal page has a lot of indices
- USA Today Money
- as only the USA Today folks can do it.
- Financial Independence is a Reddit group on becoming financially independent.
- Best Subreddits for Finance is a MakeUseOf article that reviews some reddit discussion groups related to finance.
- CNN Money Great site for financial info and news.
- CNN's Investor Research Center
general news plus analyst reports on specific companies - bunch of other information
- Mutual Funds Investor Advisor

- DealBook - NY Times financial news. Very impressive coverage.
- MarketWatch, sponsored by the Wall Street Journal, has a variety of information on the usual topics but also has market information on mutual funds and stocks.
- 50 Suggestions on how to make the most of your money - from Money Magazine.
- Seeking Alpha aggregates news from other sites. Analysis tends to be too technical to be useful.
- Money Chimp - a nice explanation of several investment issues like how to read financial statements, index funds, etc.
- Teens' Guide to Money Although this site is aimed at teens, it is very succinct explanations which can be useful to anybody trying to understand the markets and financial vehicles.
- Roth IRA
- Investopedia has very digestable articles on a wide variety of investment topics.
- Quote.com is good for options information.
- How to Find A Company Annual Report Or Its SEC Filings
- EDGAR Filings is sponosored by the SEC and contains all of the filings that have been made by companies to the SEC. Be warned, these data are pretty thick. This is the Electronic Data Gathering, Analysis, and Retrieval system.
- Barron's information on trading activities.
- Fidelity Investments
- T.RowePrice
- Vanguard
- etrade
- Scottrade
- Schwab
- Comparison of Investment Brokers seems to be a reasonable comparison based on investor needs. Individual brokers descriptions and evaluations are concise with clear pros and cons.
- Self Directed Investor Satisfaction Study (2019) JD Power study compares self-directed customer satisfaction of brokers
- Best Online Investment Brokers (2019) - from Kiplinger - top ten with recommendations for who is best based on investor needs.
- Best Online Investment Brokers (2022) - from Kiplinger - top ten with recommendations for who is best based on investor needs.
- Best 6 Online Investment Brokers (2022) - from Money Magazine
- Betterment($) - a program that helps you invest based on your stated goals. The service charges a monthly fee as well as other fees but is cheaper than human advisors.
- Wealthfront($) - a program that helps you invest based on your stated goals. The service charges a monthly fee as well as other fees but is cheaper than human advisors.
- Wealthfront vs Betterment comparison by CNet (2020).
- Best Robo-Advisors - (2024) a Forbes article looks at robo-advisors.
- 12 Best Robo-Advisors - (2024) according to NerdWallet.
- Best Robo-Advisors (2024) The reviews by Investopedia are more complete than others.
- Best Robo-Advisors (2024) according to Bankrate.
- Standard & Poor's Investor Services
- WeSeed This is a simulation of the stock market where you can buy and sell shares with fake money. It has real quotes, however, and real information on businesses. Good learning tool and maybe for research..
- FINRA Bond Center has bond data and general market indices. The site includes articles on bond investing.
- Cyber Fraud has SEC info about avoiding investment scams.
- National American Securities Administrators Association has tips on how to spot cons and avoid fraud.
- Save Wealth has info on saving your money in categories like taxes, estate planning, retirement planning, etc.
- 12 Money Rules - good, general advice.
- Bank Health Ratings This is a list of the biggest US banks ranked by assets. You can drill down into more data for each bank.
- Bank Ratings as rated by Bauer Financial. You have to enter the bank FDIC number, name, or state to select a bank to get the rating. No granular data is presented beyond the rating.
- FDIC Statistics Go to the source. These are the numbers that are used to review a bank's health.
- Rate.net has rates on mortgages and loans from 11,000 banking institutions.
- DepositAccounts.com has rates on checking accounts, savings accounts, and CDs.
- NerdWallet has very concise reviews of bank and credit union offerings.
- USNews CD Rates
- MoneyRates has rates on checking accounts, savings accounts, and CDs.
- Bank Rate Monitor includes home mortgage rates, ATM rates, credit card rates, home equity, loans, tips, info on credit cards, etc. Very extensive.
- Bank CD Rates
The Ascent site has a database of bank CD rates which can be filtered and searched.
- How to Calculate CD Value The calculation of the total value of a CD is based on the APR, purchase price, interest payment periodicity, number of years until maturity, and amount returned at maturity.
- MarketWatch has stock quotes and financial news. Their charts are very good and are customizable.
- RagingBull has news that may affect stocks. Also has a lot of message boards including message boards for each stock - in case you want to talk about your money.
- Big Charts lets you create customized charts of stock activity.
- Fortune magazine has a lot of useful and interesting material.
- Mutual Fund Locator - sponsored by Money, you enter information that describes the kind of fund that you want and it finds it for you.
- Credit and Debt includes a bunch of information and links related to credit cards and debt management.
- Investor Protection This is a nonprofit that provides information to investors with sections on learning and teaching about investing.
- KickStarter is a forum for investing in small projects. Projects looking for money show what they are planning and you can invest in them to help them get started.
- Investopedia - has definitions for terms used in investment literature as well as tutorials, news, quotes, etc.
- Corporation Wiki has all kinds of data on companies.
- Top Ten Excuses Investors Make
- Annual Credit Report - free. You get one free annually.
- CreditKarma You get one free credit report annually.
- Personal Finance Subreddit - discussion group.
- Investing Subreddit - discussion group.
- Introduction to the Stock Market
This is a series of basic, instructive explanations of stock market concepts as well as investing strategies. Excellent source of material for beginners.
- Yahoo! Finance
has good stock info plus other financial news and data. You can find the price of a stock or fund as of a specific date on this site.
- Market Watch
has free stock quotes and information but requires registration for a lot of their material. They have a stock screener, stock comparer, and a bunch of other tools.
- CNN Markets has stock quotes and news related to the market.
- US News Stocks has stock quotes and news related to the market.
- NASDAQ Quotes includes articles related to investing.
- Investors.com has free stock quotes and information but requires registration for a lot of their material.
- BarChart has ticker displays plus other stock related info. Nice summary page for each stock or fund.
- Morningstar
- StockCharts specializes in graphical presentation of data. Can get pretty complicated.
- 15 Sites for Stock Ideas
- Stock Market Games when you don't want to play with your own money.
- Dividend.com has information on dividend stocks.
- Guide to Dividend ETFs has a basic explanation of these types of funds.
- How Captial Gains Taxes Work This is a nice little article on what capital gains are and how they are taxed.
- Tools for Picking Value Stocks has concise explainations of PE ratio, return on equity, volatility, and momentum.
- Boglehead's Lazy Portfolios - recommendations for simple portfolio structures for investors who want simple portfolio structures.
- Benefits of the Three Fund Portfolio This is a YouTube explaining the thinking behind a very simple, 3 index fund portfolio that mirrors the total US and Internations stock markets as well as the bond market.
- Set and Forget Portfolios is an article from the Lifehacker folks. It is a very nice intro to investing.
- Allstate has a small collection of basic calculators.
- Interest.com Mortgage and Financial Calculators are basic stuff.
- Kiplinger's Calculators - very small set of the usual calculators
- Mortgage Calculators
- Bankrate Calculators offers a wide variety of financial calculators.
- Dinkytown
- a huge collection of financial calculators - mortgage, taxes, breakeven, investments, retirement, credit, ratios, savings, etc.
- CNN Money Financial Tools - how much house can you afford, are you saving enough, what is a comparable salary in another city, etc.
- Calcmoolator has a huge collection of calculators but the results of the calculations are only available in an email that they will send you. You have to give them your email address.
- Social Security Benefit Estimator from the SSA
- AARP; Security Benefit Estimator is free and has received pretty good reviews.
- FINRA offers a set of free tools including a fund analyzer.
- Immediate Annuities has a calculator that estimates the cost of an immediate annuity. You enter age(s), when you want to start taking money, and how much you want to spend. The calculator shows how much monthly income you get under various scenarios.
- Municipal Bond Tax Equivalent Yield Calculator can be used to determine the yield required by a fully taxable bond to earn the same after tax income as a municipal bond.
- Bond Tax Equivalent Yield Calculator - enter a tax-free yield and your tax bracket to calculate a taxable equivalent yield.
- Bond Yield Calculator One of many Moneychimp calculators, this one shows the yield given the cost, coupon rate, and time to maturity. Good for comparison shopping.
- Bond Yield to Maturity (YTM) Calculator This site, sponsored by DQYDJ has other useful calculators.
- What Are IBonds
- IBond Evaluation This site shows how much an IBond is worth based on the purchase date and original amount.
- When To Cash Out IBonds This site shows how the value of IBonds is accumulated and discusses when you might want to bail out.
- IBonds vs Treasury Bills This site discusses the merits of Treasury Bills, IBonds, and CDs.
- Regular RMD Calculator FINRA has a basic RMD calculator which uses the IRA balance at the beginning of the year plus the age at the end of the year.
- Regular RMD Calculator AARP has a basic RMD calculator which uses the IRA balance at the beginning of the year and the age at the end of the tax year.
- RMD Calculator for Inherited IRA Bankrate.com has an RMD calculator but uses the ages of the original owner and the heir which can be a little more cumbersome than using dates of birth and death. However, the comments in the printed report can be very useful.
- FDIC Insurance Estimator "...how the insurance rules and limits apply to a depositor's specific group of deposit accounts..."
- PortfolioVisualizer has a rather large set of complex analysis tools including a set of Monte Carlo simulators. You may need some whiskey and tobacco with this one.
- Wills and Estate Planning includes some retirement calculators.
- Guide to Estate Planning has some tax-saving secrets on saving your wealth.
- Retirement and Wills from MoneyCentral.
- Financial Advice for Retirement from CNBC.
- CNBC Finance News - general finance news from CNBC.
- Retired Brains includes a blog with advice for retirees and those about to retire.
- Social Security Benefits Calculator Financial Engines' site offers a way to play with the timing of SSA benefits in develop a strategy that will maximize income over a lifetime.
- Medicare
- AARP
- Social Security
- What To Do After Retirement - in case you need ideas.
- 25 Things To Do When You Retire - Money Mag article.
- Retired Syd's Blog has some interesting reading about what others are doing in their retirement.
- How to Pensionize Any IRA or 401K is a strategy for investing and spending your retirement funds from experts at Stanford.
- How Long Will My Money Last is a Web page that calculates how long your retirement funds will last. You can play with inflation rates, withdrawal rates, social security, etc.
- Model Portfolios for Retirees has some specific fund suggestions but is also an interesting article on the 'three bucket' strategy.
- Model Portfolios for Retirees (Morningstar Late 2020) has some specific fund suggestions but is also an interesting article on the 'three bucket' strategy.
- How to Invest After You Retire - more on the 'bucket' strategy.
- Best Low Risk Investments Near Retirement - bonds, annuities, mutual funds, etc.
- A.M.Best Insurance Company Ratings - rates the company on their stability.
- Annuties - site has deferred annuity estimates as well as other information on various types of annuities.
- IRS Withholding Estimator This is a tool on the IRS site that helps you estimate what your taxes will be so that you can figure out what you need to pay in estimated taxes. This is probably intended for retired folk who have income but not wages.
- Movies for GrownUps - recommended movies from AARP
- HSA Eligible Expenses Table (2020) article.
- Cost of Care This site helps to estimate cost of long term care. You can adjust the parameters for the estimate including the length of care, rate of inflation, type of care, etc.
- Create An Action Plan For Long Term Care This is a 2022 Morningstar article that helps to frame the issues around formulating a plan for financing long term care.
- Retirement Reddit group discusses many issues related to retirement.
- FINRA Financial Industry Regulatory Authority - gives information on financial advisors and the advising industry.
- FINRA BrockerCheck gives background information on financial advisors.
- National Association of Personal Finanical Advisors NAPFA - has a locator service for fee-based advisors. It also has a list of questions to ask an advisor to see if they can have your best interests in mind when advising you.
- Financial Planning Association has a locator service for financial planners. Its search function includes a filter based on general financial goals like how to deal with retirement or how to invest an inheritance.
- CFP XY Planning Network has a locator service for certified financial planners. Its search function includes a filter based on general financial goals.
- Garret Planning Network has a locator service for financial planners who tend to focus on more specific financial areas and use hourly fee-based compensation. (As of 2022, this site is mostly useless as there are very few planners that appear in the search based on the locations that were tested.)
- Certified Financial Planning Board has a locator service for financial planners. Its "advanced" search function includes some filters based on asset levels and financial goals.
- 10 Questions to Ask When Chosing a Financial Advisor - an article in Forbes.
- Broker Check checks for disciplinary records of advisers. The site is sponsored by FINRA.
- Fee Only Network where you can find fee only advisers.
- Five Search Sites for Financial Advisors includes a site specifically for fee-only advisors as well as another site specifically for hourly rate advisors.
- How to Select a Financial Advisors - good, basic stuff from AARP.
- SmartCheck is a federal government site (Commodities Futures Trading Commission) now branded as Learn and Protect. It exists to help consumers check the major regulatory credentials of those who are providing financial services. It also has info on current scams.
- Motley Fool is a forum for individual investors.
- Financial Independence is a Reddit group on becoming financially independent.
- How To Find An Advisor is a Nerdwallet site
- Best 6 Online Investment Brokers (2022) - from Money Magazine
- 7 Robo-Advisors - (2015) a Forbes article looks at robo-advisors.
- Best Robo-Advisors 2018 - according to Money/Time.
- Best Robo-Advisors (2022) The Balance article compares and rates robo-advisors.
- Betterment($) - a program that helps you invest based on your stated goals. The service charges a monthly fee as well as other fees but is cheaper than human advisors.
- Wealthfront($) - a program that helps you invest based on your stated goals. The service charges a monthly fee as well as other fees but is cheaper than human advisors.
- Wealthfront vs Betterment comparison by CNet (2020).
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