Investing

Consolidated Professional
Services, Inc.

Investing: Brokers & Financial planning:

www.sec.gov www.sec.gov/edaux/cik.htm - EDGAR - Security and Exchange Commission site

www.edgar.sec.gov/edgarhp.htm                   - SEC filings
www.edgar.sec.gov/consumer/b-alert.htm   - Signs of investment fraud
www.stockmarketyellowpages.com              - Site allows you to search for public companies based upon their descriptions

www.edgar.sec.gov/consumer/cyberfr.htm - Info about companies
www.fidelity.com - Best financial planner

www.incomechoices.com
www.nasdaq.com - Info about stocks on NASDAQ

www.validea.com - Scans financial publications and stocks gurus

www.thefflyonthewall.com
www.nasdr.com/1000.asp                                - Disciplinary history of registered brokers
www.nasaa.org                                                   - Broker information
www.rothira.com                                               - Roth IRA
www.ragingbull.com                                         - Message boards for investors
www.smartmoney.com/si/brokers/online     - Best & worst online brokers
www.vanguard.com                                            - Brokers
www.better-investing.org                                 - National Association of Investors Corporation
www.moneybulletin.com                                   - Money advice from top Experts, money books, Mutual Funds Stocks

www.about-retirement.com - This site is better than others on the same subject

www.bankingonourfuture.org - Basic background info on banking, checking, savings

www.financialengines.com - the names of sites below speaks for themselves

www.financenter.com

www.schwab.com

www.quicken.com

www.asec.org

Investing: Annuity, IRAs, Stocks, bonds, mutual funds
www.FindMyAnnuity.com - Instant Annuity Quotes with over 300 products from top rated companies. Takes less than a minute.

www.fidelity.com and www.troweprice.com - annuity info
www.vanguard.com - annuity info

www.schwab.com                                                   - annuity info
www.fundalarm.com                                              - Links to dozens of other investment sites
www.hoovers.com                                                   - Hoover
www.imoneynet.com                                              - money markets, CD's, loan rates, etc
www.mystockoptions.com                                     - New stock-options option
www.morningstar.net                                            - Mutual fund information
www.netstockdirect.com and www.sdinews.org - Buy stocks direct from companies
www.pbgc.gov                                                            - forgotten pension money
www.savingsbonds.gov                                            - Buy savings bonds online
www.retirement-information.com                         - self employed IRA
www.sfnb.com                                                            - CD rates
www.strong-funds.com                                             - Strong funds
www.thinkglink.com                                              - Ilyce Glink's site
www.mfea.com                                                          - info about mutual funds and other investments
www.better-investing.com                                        - Investment education for individuals and clubs
www.bondresources.com                                          - Bond market updates, index yields

www.directnotes.com - Low-minimum corporate bonds

www.investinginbonds.com - Prices on frequently traded munis and corporates

www.betterinvesting.org/regions/atlanta.html and www.investorama.com - (NAIC site)

www.bondagent.com

www.munidirect.com

www.401kafe.com - Advice on 401(k) investments

www.401khelpcenter.com

www.401keasy.com

www.e401k.com
http://www.fabian.com/home.html Accomplished and widely respected mutual fund investment adviser Doug Fabian offers a list of mutual funds to avoid at all costs, due to consistent underperformance and/or excessive expenses. The list is updated regularly.

http://www.maxfunds.com An excellent site for aiding investors in navigating the tricky waters of mutual fund investing. Search for a fund by name, category or ticker symbol. You instantly get all of the essential data: Manager's name, performance numbers, portfolio breakdown, etc. Also offers useful information on picking top-performing funds and more.
http://www.mfea.com This comprehensive site offers informative sketches of major mutual fund companies, daily listing of fund prices and much more.

http://www.fundsinteractive.com/bes.html User-friendly site rich in basic information about mutual fund investing. Also offers links to Web sites of major fund families as well as a very active, moderated newsgroup for sharing questions, answers and ideas about mutual fund investing.

http://www.cnnfn.com CNNfn - the financial network Comprehensive, up-to-the-minute coverage from CNN. Market reports, business features, instant stock quotes and more.

http://www.ey.com/pfc Ernst & Young Personal Financial Counseling
One of the country's top financial services firms offers a generous selection of useful articles, tax-saving tips and links to other useful financial planning sites.

http://www.fool.com The site of one of the Web’s original pioneers, the Motley Fool. It’s better than ever as a site with an edge. It makes all that mundane investing stuff actually fun and amusing. If you’re a beginner, check out Fool’s School and learn the basics of investing. And check out Fool on the Hill for interesting commentary and opinions on financial topics.

http://www.investorama.com Offers an easy-to-navigate guide to the wealth of useful investor information on the Web. Start by browsing the directory of 14,000 investing Web sites. Or sign up for a free portfolio tracking service. Includes free research, investing glossary and more.

http://www.investools.com Log onto an electronic library stocked with an array of professional investment newsletters, stock reports and more. Easy to use and very informative for both experienced traders and novices.

http://www.nasdr.com NASDR, a subsidiary of the National Association of Securities Dealers, regulates the securities industry (generally) and NASDAQ (particularly). It accredits, and is empowered to discipline, brokers. If you have a problem with your broker, you can check here to see if the problem is a 'prohibited conduct' or browse the lists for any NASDR enforcement actions against the broker or his/her parent company. If you still feel you've been subjected to improper business practices, file complaints directly to NASDR through this site. Site also carries related securities industry news, describes the disciplinary process, gives tips on avoiding problems, etc.

http://www.quote.com All the financial market news, research sources and charts needed by both amateur and professional investors. Try the site free for 30 days. Subscription rates vary, from $9.95 to $29.95/month, depending on how many information services you want.
http://www.thestreet.com Unlike the typical dry prose of most popular financial and investment publications, this on-line e-zine/investment newsletter offers lively, somewhat irreverent, yet thoughtful comments on current investment issues. Also, discussion forums on mutual fund issues, stocks, individual companies and more. Well-written, content rich and useful to individual investors seeking hard-hitting analysis. Try the site free for two weeks, and then pay $9.95 per month (full service) if you like it.

http://www.wsj.com Not free, but well worth the money if you need good financial information. For $59 a year ($29 for those who subscribe to the print version), you get the full content of the newspaper on-line, plus stock and mutual fund quotes updated every 15 minutes, detailed financial reports on more than 9,000 publicly traded companies. Track your investments with your own on-line portfolio. Especially useful: Personalized 'clipping' service reports news on only the topics you request.

www.wsrn.com Wall Street Journal Research Easy-to-use resource for getting research information of all kinds, technical and not-so-technical, on any publicly traded company in the US or Canada. Also get current data on all major financial markets, including bond and commodity prices.

http://www.sec.gov The US Securities & Exchange Commission (SEC) site includes Investor Assistance & Complaints, articles on how to invest wisely, avoid fraud, etc. The EDGAR Database of corporate information provides most of SEC's electronically filed corporate forms, including 10-Ks. Clear instructions for both Web and FTP users to retrieve information. Go to Search the EDGAR Database to get the information. Site also offers extensive Small Business Information and a link to the U.S. Small Business Administration Web site.

http://quote.yahoo.com The people who bring you the popular search engine Yahoo! also maintain a wonderfully complete, yet easily navigated, personal finance site. Includes up-to-the-minute market performance, breaking business and finance news, stock quote service, company earnings calendar and more.

http://www.reportgallery.com On this site you can quickly locate any of over 2,200 annual reports and related financial reports… including SEC documents, proxy statements and more. There’s an International Gallery as well, which provides annual reports from around the world.

http://www.companysleuth.com A terrific new service that makes it simple to learn about the latest, and often unreported, activities of any publicly held company. Makes it easy to continuously monitor the vast range of potentially valuable information about a specific company on the Web. And its free!

http://www.plan.ml.com/zine Merrill Lynch OnLine Get quick access to the latest analysis of equity and debt markets, from one of the largest research teams in the world.

http://www.nasdaq.com NASDAQ There are lots of sites that offer stock quotes. This is NASDAQ’s own, so you can check only your NASDAQ stocks and mutual funds. (You can also check AMEX and NYSE quotes as well as many of the global exchanges too.) But it's straightforward and simple to use. Don't know the 'ticker' symbol? Go to Symbol Look-Up. Quickly get full quotes (best bid, best ask, today's high, today's low, last sale, previous close, net change and share volume). Press button bar for Market Activity, the NASDAQ Companies, Investor Resources and News. There is even a Portfolio Tracking feature that lists the performance of your picks at a glance. Site is very fast and efficient, with few bells or whistles to slow you down.

http://www.techstocks.com Silicon Investor Leads new investors and seasoned stock pickers through the maze of public companies at the cutting edge of high technology. Access stock quotes and charts. Engage in real-time on-line discussions with other investors.
http://www.yardeni.com Dr. Ed Yardeni, chief economist and managing director at the respected Wall Street investment banking firm Deutsche Banc Alex. Brown, offers a wealth of informative data and analysis on key US business trends, stock and bond markets and a weekly economic briefing on timely subjects.

http://www.efmoody.com Slightly off-beat, but very readable, this site is maintained by an independent financial planner in San Francisco, Errold Moody. His experience and credentials qualify him to offer useful advice to individuals on subjects as diverse as life insurance, investment decisions, long-term health care, estate planning and tax-saving strategy, etc. The site also offers a long list of helpful financial resources to help individuals research their various financial decisions.

http://www.getsmart.com Looking for a credit card, mortgage or mutual fund? Of the many personal finance sites on the Web, this one stands out because of its usefulness to even the most financially challenged among us. It is an independent information service designed to help consumers make smart financial decisions. Click on I'm looking for a credit card or I'm looking for a Mutual Fund to get tons of useful information.
http://www.nytimes.com/partners/banking This New York Times-sponsored site allows you to get the best rates, nationwide or by state, on car loans, home mortgages, credit cards, CDs and more. Note: This site requires registration.

http://www.planningpaysoff.org Planning Pays Off! This site will help you find the answer and guide you through the proper procedure for finding the right planner your particular needs. From the International Association of Financial Planning (IAFP)

http://www.quicken.com One of the few corporate-sponsored Web sites with more useful information for consumers than promotional content. Quicken's site is a good source of one-stop information shopping for individuals looking for down-to-earth advice on investing, insurance, mortgages, as well as latest financial market data, articles relating to personal banking and links to other useful personal finance sites.

http://www.fidelityatwork.com Helpful information from Fidelity about planning for retirement & IRAs. Also use the tools and calculators to assess your savings and investment situation and determine how much you need to save to reach long-term goals, such as retirement, funding a college education, etc.