Investing Basics
REF 332.6 SCO
Wall Street Words: An A to Z Guide to Investment Terms for Today’s Investor by David Logan Scott2003

332.024 EDE
The Truth about Money by Ric Edelman2004
Excellent overview of financial planning and advice

332.024 TOB
The Only Investment Guide You’ll Ever Need by Andrew P. Tobias2005
Straightforward introduction to investment concepts and strategies

332.024 TYS
Personal Finance for Dummies by Eric Tyson2003
Includes investment advice as well as information on insurance, taxes, and money management

332.6 FAR
The Lazy Person’s Guide to Investing: A Book for Procrastinators, the Financially Challenged, and Everyone Who Worries about Dealing with Their Money by Paul B. Farrell2004
Good introduction to basic investing concepts

332.6 TYS
Investing for Dummies by Eric Tyson2006
Good introduction to investing and types of investments

332.024 ORM, and
DVD 332.024 LAW
The Laws of Money, the Lessons of Life: Keep What You Have and Create What You Deserve by Suze Orman2003
Latest book and related DVD from popular author and television host

• Useful websites:
finance.yahoo.com
Stock quotes & reports, bond rates, mutual fund ratings, and more

money.cnn.com
From the editors of CNN and Money Magazine

www.investopedia.com
Basic investing articles, tutorials and a dictionary

Investing Strategies and Advice
Available at the Reference Desk
Bob Brinker’s Marketimer
Popular source of investment advice

332.024 KIY
Rich Dad, Poor Dad: What the Rich Teach Their Kids about Money—That the Poor and Middle Class Do Not! by Robert T. Kiyosaki2000
The first title in a popular series of investment books

332.6 GAR
The Motley Fool Investment Guide: How the Fool Beats Wall Street’s Wise Men and How You Can Too by David Gardner2001
One of several titles from the founders of the popular website Fool.com

332.632 KAM
How Technical Analysis Works by Bruce Kamich2003
Good introduction to analysis of trends in the markets

332.6322 EDW
Technical Analysis of Stock Trends by Robert D. Edwards2001
Classic title detailing chart analysis

332.678 GRA
The Intelligent Investor: A Book of Practical Counsel by Benjamin Graham, updated with new commentary by Jason Zweig2003
A classic title by the “father of value investing,” originally published in 1949

• Useful websites:
www.sec.gov
Information from the Securities and Exchange Commission, including company filings in the EDGAR database

www.fool.com
Home of the “Motley Fool,” a popular, privately-produced source of investment information and advice

www.zpub.com/sf/arl/
Privately compiled “Annual Reports Library,” with links to government and commercial sites; includes information on non-profit organizations

Stocks
Ref 332.6 MERInvestment Table
Mergent Dividend Record
Provides information on common and preferred dividend-paying stocks and mutual funds

Ref 332.6 STAInvestment Table
Standard & Poor’s Stock Reports
Provides timely information on 3,000+ companies, including some traded on regional and international exchanges

Ref 332.6 STOInvestment Table
Standard & Poor’s Stock Market Encyclopedia
Quarterly publication, providing company information on actively traded stocks, as well as listings of stock selections based on different criteria

*Ref 332.6 VALAvailable at the Reference Desk and online database
Value Line Investment Survey, Regular Edition
A weekly publication covering 1,700 stocks in approximately 100 industries; provides detailed company information, plus industry overviews, investing trends and statistical indicators

332.6322 ONE
How to Make Money in Stocks: A Winning System in Good Times or Bad by William J. O’Neil2002
Investment strategy from the founder of Investor’s Business Daily

• Useful websites:
www.bigcharts.com
Includes current charts and prices as well as historical price quotes


Bonds
Ref 332.6 MERInvestment Table
Mergent Bond Record
Provides information on and ratings of corporate, convertible, government and municipal bonds

332.6323 COH
The Bond Bible by Marilyn Cohen2000

332.6323 RIC
Money-Making Guide to Bonds: Straightforward Strategies for Picking the Right Bonds and Bond Funds by Hildy Richelson2002
Provides information on what bonds are, and advice on how to pick and invest in them

332.6323 ZIP
How the Bond Market Works by Robert Zipf2002
Describes different types of bonds, e-trading, and building a portfolio

• Useful websites:
www.publicdebt.treas.gov
Information and investment options for U.S. Treasury bonds, bills, and notes

www.investinginbonds.com
Information and statistical data on municipal, treasury and corporate bonds, produced by the Bond Market Association

Mutual Funds
*Ref 332.6 MORAvailable at the Reference Desk
Morningstar Mutual Funds
Provides a one-page overview of a wide variety of funds, as well as ratings, an overview of different fund types, and analyst recommendations

*Ref 332.6 VALAvailable at the Reference Desk and online database
Value Line Mutual Fund Survey
Provides ratings and reports on numerous mutual funds

332.6327 TYS
Mutual Funds for Dummies by Eric Tyson2004

Options/Futures
332.63228 THO
Getting Started in Options by Michael C. Thomsett2005

332.644 LOF
Getting Started in Futures by Todd Lofton2001

332.678 BAR
Complete Idiot’s Guide to Options and Futures by Scott Barrie2002
Explains research methodologies and investment strategies

Online Investing
332.6 CAR
KISS Guide to Online Investing by Theresa Carey2001
Part of the popular “Keep It Simple Series”

332.6 SIN
Investing Online for Dummies by Kathleen Sindell2005

332.6322 GOL
J.K. Lasser’s Invest Online by LauraMaery Gold2000

332.64 PET
Wall Street Journal Online’s Guide to Online Investing: How to Make the Most of the Internet in a Bull or Bear Market by Dave Pettit2002

Real Estate
332.6324 IRW
How to Find Hidden Real Estate Bargains by Robert Irwin2003
Discusses foreclosures, repossessions and auctions, and gives tips on inspecting and financing

332.6324 SHE
Unlimited Riches: Making Your Fortune in Real Estate Investing by Robert Shemin2003

332.6324 WHI
Millionaire Real Estate Mentor: The Secrets to Financial Freedom through Real Estate Investing by Russ Whitney2003
Practical advice from a popular teacher and seminar leader

332.63243 HAM
Fix It and Flip It: How to Make Money Rehabbing Real Estate for Profit by Katie Hamilton2003

332.63247 BLO
Investing in REITs: Real Estate Investment Trusts by Ralph L. Block2002

643.7 RID
The Complete Idiot’s Guide to Investing in Fixer-uppers by Stuart Leland Rider2003

Investing for Retirement
332.024 BOG
Complete Idiot’s Guide to 401(k) Plans by Wayne G. Bogosian2002

332.024 CLE
You’ve Lost It, Now What?: How to Beat the Bear Market and Retire on Time by Jonathan Clements2003

332.024 HUA
SmartMoney Guide to Long-Term Investing: How to Build Real Wealth for Retirement and Other Future Goals by Nellie S. Huang2002
Comprehensive guide to investing for retirement and college tuition

332.024 KIY
Rich Dad’s Retire Young, Retire Rich: How to Get Rich and Stay Rich Forever! by Robert T. Kiyosaki2002

332.024 NET
Retire Sooner, Retire Richer: How to Build and Manage Wealth to Last a Lifetime by Frank L. Netti2003

332.024 SCH
401(k) Take Charge of Your Future: A Unique and Comprehensive Guide to Getting the Most out of Your Retirement Plans by Eric Schurenberg2003
Good introduction from an editor at Money magazine

332.024 WAR
Get a Life: You Don’t Need a Million to Retire Well by Ralph E. Warner2002
Discusses life choices as well as investment advice

332.6324 RIC
IRA Wealth: Revolutionary IRA Strategies for Real Estate Investment by Patrick W. Rice2003

Investing for Education
378.3 BRO
Motley Fool’s Guide to Paying for School: How to Cover Education Costs from K to Ph.D. by Robert Brokamp2003

378.3 DAV
Kiplinger’s Financing College: How Much You’ll Really Have to Pay, and How to Get the Money by Kristin Davis2001

378.3 HUR
Best Way to Save for College: A Complete Guide to Section 529 Plans by Joseph F. Hurley2005 ed.
Explains 529 plans and compares them to other investment alternatives; gives a state by state comparison of 529 plans

• Useful websites:
www.brightstartsavings.com
Information about Illinois’ section 529 college savings program

www.collegeillinois.com
Information about Illinois’ prepaid college tuition program

Investment Newsletters, Newspapers and Magazines
The following newsletters can be found on the Investment Table: Moneyletter, The Prudent Speculator, Morningstar Fund Investor, IMF Survey, Hulbert Financial Digest, The Outlook, and Value Line Investment Survey.

The library subscribes to a number of newspapers and magazines that contain financial and investment information, including: Investor’s Business Daily, Wall Street Journal, New York Times, Barron’s, Forbes, Fortune, Kiplinger’s Personal Finance Magazine, and Money. Most of these periodicals are also indexed through the Infotrac or ABI-Inform databases.

Prepared by Christopher Portman, July 2006