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Investment and Financial Sites
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 Street4 outta 5 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
  • 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 Money4 outta 5 - as only the USA Today folks can do it.
  • Motley Fool is a forum for individual investors.
  • 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 Center4 outta 5general 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..
  • Hoover's has a pile of information on companies. Also has pretty good stock research, with a special section on IPO's. You can also search the Dow Jones Publications Library through this site for free.
  • 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 Rates4 outta 5 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.
  • Stockpickr has data that helps you pick a stock. It collects advice from a number of sources.
  • 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.
  • The Billfold has essays about money and how to use it.
  • 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.
  • Morningstar's Financial To-Do List This is a 2022 article that suggests steps for reviewing your financial state of affairs.
Stocks

  • Introduction to the Stock Market5 stars This is a series of basic, instructive explanations of stock market concepts as well as investing strategies. Excellent source of material for beginners.
  • Yahoo! Finance5 stars 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 Watch5 stars 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.
Financial Tools and Calculators

Retirement

Advice and Advisors

  • 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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