Personal - Finances/Investing Information
Last Updated: 5/22/2006

These are publications, information sources and services providing valuable financial and investing help to a busy CEO, top manager or business owner.

• Balentine & Co. Investment Research - In-depth analysis of financial markets and investment instruments by staff Ph.D. economist. Good source for perspective on investment trends and recommendations on portfolio allocation.

• Safe Money Report - Information on stock and bond market trends from a bearish perspective.

• Bond Resources - Internet portal for individual bond investors. Search over 20,000 securities. Economic calendar with descriptions of each indicator. Links to online brokers to execute a trade

• Investing In Bonds - Information from the Bond Market Association.

• Netstock Investing - Combine the advantages of dollar cost averaging with spreading risk over multiple stocks like with a mutual fund. Invest a fixed dollar amount - weekly, monthly or one time only - in up to 2,000 major stocks. A major advantage of this business is that partial share purchases by an investor are permitted because the firm combines purchases of many individuals before making a trade.

• Venture Capital Firms - Links to web sites of over 55 major venture capital firms. For CEO's and business people who want to invest in a venture capital fund or entrepreneurs seeking venture capital for a startup or expansion of their business.

• IPO Express - The most comprehensive IPO database on the Web. An invaluable source of searchable IPO news and information, including latest filings and postponements of offerings. It is also an excellent research tool for IPO performance, as you can easily compare the performance of those companies that have gone public to see how their value has changed for the first 30, 60, 90 days, 6 months, and one year after trading began.

• U.S. Stock and Commodities Exchanges - 9 major stock and commodity exchanges, plus SEC and NASD.

• IPO Central - If investing in Initial Public Offerings of stock is something you do or plan to do, or if you think you might want to take your company public, this site is a must. Information on latest IPO's and an archive of prior ones. Also articles and news of interest about IPO's.

• Bill Gates' Personal Wealth Clock - Continuously updated worth of Bill Gates based on his holdings in Microsoft stock and the price of the stock.

• Your Personal CFO - Site for people with a lot of money to have online access to financial advice and guidance. Started by Jim Clark, the same man who founded Silicon Graphics and Netscape (with Mark Andreessen).

• Dow Jones University - Improve your investing skills and knowlege at your own pace over the Internet. Courses use a unique combination of multimedia lessons, interactive features and online quizzes. You can chat live online with your course instructor and fellow students. There are six courses now:Introduction to InvestingPlanning and Investing for RetirementEconomic Essentials for InvestorsInternational InvestingFundamental Analysis of Common StocksTools and Techniques of Technical Analysis Cost is $49 per course.

• W3OTC - Investors looking for public companies with revenues under $300 million may want to stop by this site.

• The Vanguard Group - An excellent site for investor education presented in a noncommercial manner. You can also get information and quotes on all Vanguard Funds and access your account if you already own one of them.

• EDGAR Online/SEC Filings - Filings with the U.S. Securities and Exchange Commission. Get copies of 10-K, 10-Q and other documents publicly held companies are required to file.

• Interactive Currency Exchange Table - Convert any currency into another currency real time.

• CNN Financial Network

• Money Magazine - Daily

• Internal Revenue Service

• Money Magazine Quick Quotes

• Quotecom Stock Quotes

• Research Magazine - Screen 10,000 stocks and 3,500 mutual funds for investment ideas.

• Wall Street City - Manage up to 7 portfolios with up to 150 securities. Run full technical analysis on stock graphs from 1 day to 23 years.

• I.Q. Net - Daily, weekly, monthly charts for more than 9,000 U.S. stocks and indices.

• Quicken Insurance Market - Confidential quotes from major insurers on auto, home, life, disability and annuity policies.

• J.P. Morgan and Company

• Bank of America

• Jurg M. Lattman Company - Swiss Annuities