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Blog Posts by Subject: Finance

Financial Literacy Programs at George Bruce Library

Now that the lazy, hazy, care free days of summer are a distant memory, and the crisp, cool days of fall have given way to the chill of winter, it may be time to turn our thoughts to more serious endeavors. What activity could be more serious or sobering than getting our financial house in order? Are you saying, "Yes that’s true, but it is too daunting. I need help."?

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Booktalking "You've Earned It, Don't Lose It: Mistakes You Can't Afford to Make When You Retire" by Suze Orman

Suze Orman describes this book perfectly when she says that "It is a lifestyle book that deals with the financial issues of retirement." However, this is definitely not solely a book for senior citizens. Having a successful, financially feasible retirement depends on good planning, which commences years before a person retires. Therefore, it is a great read for anyone who is curious about these issues and who wants to ensure that their later years are, in fact, golden.

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Breaking News: Morningstar Available to NYPL Cardholders at Home!

Extry! Extry! Extry! Read all about it! Newsflash! Morningstar Investment Research Center — in the New York Public Library's subscription — is now available to NYPL Library Card Holders offsite.

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New Business Best-Sellers: November 2012

Here is a selection of books new to the New York Times list of Business Best Sellers published in the print edition Sunday, November 11th, and, to catch up, the August 28th edition. Plus, a quick look at the Nielsen BookScan listing in the November 10th edition of the Wall Street Journal shows some titles new to this column. Enjoy!

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Business Books from "The Economist," October 13, 2012

The October 13, 2012 Economist included its quarterly business book reviews. Here is a listing.

For those interested in the articles, you can find them through some of our electronic resources (I recommend our Custom Newspapers database, available from home with a library card — I have put a link to the articles from Custom Newspapers after each title) or on The Economist's website (if you're a subscriber). For those who are too impatient to read those, I've included for each book, based on the articles, a short squib.

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Personal Finance Reading Recommendations

For me, the fall has always been a time of fresh starts and new beginnings. The promise of many new school years continues long past graduation as I advance in age and each autumn still feels like an opportunity.

This year I have been getting my finances in order and naturally I used library resources, the most fiscally responsible tools available. Where to start? My Financial Intelligence list of accessible personal finance resources has a few recent titles explaining "the new normal."

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New Business Best-Sellers: August 2012

Here is a selection of books new to the New York Times list of Business Best Sellers published in the print edition Sunday, August 5th. Also, a quick look at the Nielsen BookScan listing in the August 11th edition of the Wall Street Journal shows some titles new to this column. Enjoy!

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Business Books from "The Economist," July 7, 2012

The Economist. You have to love it, you probably also hate it. A weekly journal with too much to read in a week (especially for slow readers). And it keeps arriving in the mailbox, even when you're on vacation. In other words, it's taken until now to get around to putting up a post about these books reviewed several issues ago.

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Connect the Dots: Personal Finance, the Malcolm S. Forbes Award and... Fraud?

What do the late Louis Rukeyser of Wall Street Week, Jonathan Clements of the Wall Street Journal, Consuelo Mack, anchor for PBS Wealth Track, Maria Bartiromo of CNBC, Don Phillips of Morningstar, Muriel Siebert, first woman to own a seat on the NYSE, Jean Chatzky, financial editor of the Today Show, Ben Stein, economist, and NYPL's business library, SIBL, have in common? All are winners of the Malcolm S. Forbes Public Awareness Award for Excellence in Advancing Financial Understanding. Named in honor of the late Malcolm S. Forbes, this award is given each year to the person or organization whose contributions have advanced financial education for the public.

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New Business Best-Sellers: May 2012

It's not quite time to worry about choosing your beach reading yet. But Memorial Day is coming, and so it is time to think ahead just a little. With that in mind, here is a selection of books new to the New York Times list of Business Best Sellers published this last Sunday, May 13th.

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Business Books from "The Economist," April 7, 2012

No matter how hard you try to prioritize your reading, magazines can really pile up rather quickly. So... I've just finally gotten to the April 7th issue of The Economist, and discovered its quarterly business book selection for April.

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A Common Sense Financial Advisor: A Chat with Steve Poppel

With SIBL's Financial Empowerment Day approaching on Saturday, April 21, I caught up with Steve Poppel, an independent financial advisor at NYPL's Financial Literacy Central. After our chat it's even clearer to me why Steve consistently receives 5-star reviews from his clients. Here's a preview of his common sense approach to helping clients improve their personal finances.

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New Business Best-Sellers: April 2012

I don't want to neglect highlighting some of the newer business best-sellers from the New York Times (Sunday, April 1, 2012, page 7). I've also included a selection from Nielsen BookScan as published in the April 7-8, 2012 Wall Street Journal (page C10). Happy Reading!

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Timely Tax Tip! Finding Historical Stock Prices

As the mid-April tax return filing deadline looms, for many last-minute filers this week ushers in a frenzy of organizing forms, receipts, and statements.  Imagine your panic if your accountant asked for a piece of missing data, i.e. the 1997 price of the stock your Fidelity mutual fund had recently sold.

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New York Times Business Best Sellers — February 2012

This Sunday's paper listed the New York Times business best sellers. Rankings reflect sales for January 2012. Below are several of the titles culled from that list, sorted by genre, with links to our catalog.

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Money Matters! Let NYPL Help You Manage Your Personal Finances

NYPL's business library, SIBL, learned recently that it had been named the 2012 recipient of the Malcom S. Forbes Public Awareness Award for Advancing Financial Understanding. The Financial Planning Association of New York will present the award at its annual spring forum in April, but why wait until then to highlight the resources and services that garnered NYPL this recognition?  The Library can help you better understand your personal finances starting now.

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Business Books from "The Economist," January 14, 2012

The January 14 issue of The Economist has reviewed (and maybe recommended...) five new books on a few different business topics. I'm using this as an opportunity to post a list of these titles with links to the Library's collections.

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Brightest Star at SIBL? Morningstar!

Working at SIBL has distorted my vision; I seem to have this sixth sense: I see advertising for financial services. Brokerage accounts, mutual funds, ETFs, bank accounts (online and otherwise) - everywhere. Do normal people see these?

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Hey Dude! Where's My Company? Stocks from Nonexistent Businesses

An ancient stock certificate found in a drawer after someone dies; selling shares that grandma gave us a long time ago; investment paperwork lost in a move. The stories all seem different, but in each case the question is the same — what has happened to a company since these shares of stock were purchased?

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Money Matters @ NYPL George Bruce

Get Your Financial House in Order

The economic crisis of 2008 sent all of us reeling. The financial security that we thought we had became a thing of the past — and those of us not financially savvy to begin with — were now out in the cold, naked, alone and confused.

What does it take to recover from this stunning blow? Well, knowledge is power! So the more we know about financial matters, the better able we are to navigate the waters be they rough or smooth.

The George Bruce Library will be offering a Financial Literacy Series of programs (entitled Money Matters) this Fall.  Topics covered will include

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