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St. George Library Center Money Matters - Investing 2

MONEY MATTERS - INVESTING 2

 

Investment Basics:

 

http://e-personalfinance.com/basics-of-stock-investing/top-10-reasons-to-invest-money

http://extension.org/pages/39847/what-are-ownership-and-loanership-types-of-investments

 

Mutual Funds:

 

Advantages: http://investopedia.com/articles/basics/03/040403.asp

Disadvantages: http://investopedia.com/articles/basics/03/041103.asp

 

Open and Closed-End Funds: http://investopedia.com/financial-edge/0712/closed-end-vs.-open-end-funds.aspx

No-Load Funds: http://investopedia.com/articles/mutualfund/07/no-load.asp

 

Back-End Load Funds: http://morningstar.com/InvGlossary/back_end_load_definition_what_is.aspx

Mutual Fund Fees and Expenses: http://sec.gov/answers/mffees.htm

 

Index Funds vs Actively Manages Funds:  

http://abcnews.go.com/business/PersonalFinance/index-funds-activity-funds-best/story?id=8866429

http://money.cnn.com/2007/06/11/pf/expert/expert.moneymag/index.htm

 

Information and Analysis: http://morningstar.com/

Wall Street Journal: http://marketwatch.com/

SEC Mutual Fund Prospectus: http://sec.gov/answers/mfprospectustips.htm

SEC Introduction to Mutual Funds: http://sec.gov/investor/pubs/inwsmf.htm

Getting Started: http://marketwatch.com/getting-started/mutual-funds?link=skey

Save Financial Records: http://nytimes.com/2011/01/09/business/mutfund/09record.html?_r=0

Mutual Fund Investor’s Center: http://mfea.com/

Mutual Funds Resource Center: http://mutualfundsresource.com/

Investment Company Institute: http://ici.org/

David Bach Investment Basics: http://finishrich.com/free_resources/fr_mutualfunds.php

 

Annuities:

 

Making Your Money Last a Lifetime: http://actuarialfoundation.org/programs/investing.shtml

From the SEC: http://sec.gov/answers/annuity.htm

Calculator: http://moneychimp.com/calculator/annuity_calculator.htm

Cooperative Extension: http://extension.org/pages/9662/investing-unit-7:-annuities

Dummies Book: http://dummies.com/how-to/content/annuities-for-dummies-cheat-sheet.html

CNN Money: http://money.cnn.com/retirement/guide/Annuities/

 

Exchange-Traded Funds:

 

Making Your Money Last a Lifetime: http://actuarialfoundation.org/programs/investing.shtml

Definition: http://investopedia.com/terms/e/etf.asp

Cooperative Extension: http://extension.org/pages/63274/monthly-investment-message:-march-2012

ETFs vs. Mutual Funds: http://dummies.com/how-to/content/how-etfs-differ-from-mutual-funds.html

ETF Information: http://ici.org/etf_resources

 

Investor Resources:

 

Education Modules: http://finrafoundation.org/resources/education/modules/index.htm

Home Study Courses: http://extension.org/pages/10984/investing-for-your-future

4 Ways to Buy & Sell Securities: http://investopedia.com/articles/basics/03/051603.asp

Buy Stock Without a Broker: http://beginnersinvest.about.com/cs/brokers1/a/042501a.htm

Investment Club: http://nolo.com/legal-encyclopedia/joining-investment-club-30224.html

 

Finding a Financial Advisor:

 

Find a Financial Planner: http://fpanet.org/PlannerSearch/PlannerSearch.aspx

Find Fee-Only Advisors: http://napfa.org/

Certified Financial Planner Board: http://cfp.net/

Research Brokers: http://finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm

Fees: http://moneyover55.about.com/od/findingqualifiedadvisors/a/sixfinancialplannerfees.htm

 

Investing for Retirement:

 

Taxable vs. Tax-Advantaged: http://calcxml.com/do/inv07

Retirement Plans: http://irs.gov/Retirement-Plans/Plan-Sponsor/Types-of-Retirement-Plans-1

FAQs: http://irs.gov/Retirement-Plans/Retirement-Plans-Frequently-Asked-Questions-(FAQs)-1

IRS Publication 590: http://irs.gov/pub/irs-pdf/p590.pdf

 

VIDEOS:

 

Taxable vs. Tax-Advantaged: http://calcxml.com/do/inv07

What is a Mutual Fund: http://youtube.com/watch?v=fpcvJiO-rjk&feature=related

How Mutual Funds Work: http://youtube.com/watch?v=v8tK6LuOP3E&feature=topics