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Librarian Recommended Category - Money & Investing

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Category - Money & Investing

529 College Savings Plan Expense Analyzer
Use this analyzer to calculate the costs for one or two 529 college savings plans.
Accrued Interest Rate Calculator for Bonds
Use this site to determine accrued interest for U.S. corporate and municipal or government bonds
America Saves - Wisconsin
America Saves - Wisconsin is a statewide initiative designed to promote financial awareness and encourage financial action among people of all economic levels.
Annual Credit Report (Free)
Use this site to request a credit report, once every 12 months from each of the three consumer credit reporting agencies.
Bank Products
This document from the FINRA Foundation explains different kinds of bank accounts and services.
Use this site to compare rates on national and local mortgages, credit cards, CDs, savings and checking accounts, as well as other financial information.
Check the professional background of current and former FINRA-registered securities firms and brokers.
Choosing an Investment Advisor
Investment professionals can help you plan your financial future and make investment decisions. But its important to do your homework when selecting an investment professional.
Choosing the Right Investments
This information from the FINRA Foundation explains personal financial goal setting and choosing investments.
Common Types of Investments
Learn about types of investments such as stocks, bonds and mutual funds from the FINRA Foundation.
Day Trading Information
Use these resources from FINRA for rules, regulations and information relating to day trading.
Evaluating Performance
This document from the FINRA Foundation will explain how to monitor and track your investment performance.
FDIC Money Smart Curriculum
The Money Smart Computer-Based Instruction (CBI) is a series of 10 modules of the Money Smart curriculum that will teach basic personal finance information from your computer.
FINRA Worksheet - Goal Setting and Financial Planning
Utilize this worksheet from the FINRA Foundation for financial goal setting and planning.
FINRA Worksheet - Investment Risk
Utilize this worksheet from the FINRA Foundation to determine your investment risk tolerance.
Investment Choices
This page provides links to the information available about a variety of investment vehicles and asset classes.
Investment Professionals
The FINRA Foundation describes different types of financial professionals and how they can assist with financial goals.
Investor and Consumer Alerts
Protect yourself and your family from investment and consumer scams.
Key Investment Concepts
Learn about dollar cost averaging, investment risk and rate of return in this document from the FINRA Foundation.
Managing Investment Risk
Learn about the different levels of personal investment risk in this document from the FINRA Foundation.
Managing Your Credit
Building a history of good credit can pay off in lower prices for loans and financial fitness. is a safe and secure, powerful, and easy way to track your finances online.
Seach this national database to determine if you have lost money or assets.
Morningstar Investment Research Center  MPL Special Link
Investors who depended on Morningstar Mutual Fund publications for unbiased analyses can now turn to the Morningstar Investment Research Center. This easy to use site offers in-depth analysis of stocks, mutual funds, and exchange traded funds (ETFs). Most reports, excluding the interactive graphs, may be printed. Analysts' research, key ratios, SEC filings, financial statements, dividend and returns info, market segment comparisons, and company snapshots are all available.
Library subscription. Available for use within City of Milwaukee libraries and by remote access to City of Milwaukee library cardholders.
Learn how to better save, invest and manage your money.
Preparing to Invest
The FINRA Foundation introduces investing basics.
Safeguarding Your Investments
Learn about your rights as an investor, how to keep good financial records and also how protect yourself from investing scams.
Savings Bond Calculator
Find out what your savings bonds are worth with this tool from TreasuryDirect's online calculator. The calculator will price Series EE, E, I bonds, and Savings Notes. Features include current interest rate, next accrual date, final maturity date, year-to-date interest earned, and more...
Savings Calculator from FINRA
Use this calculator to see how a consistent approach to investing can make your money grow.
U.S. Treasury Securities
This module from the FINRA Foundation explains bonds, bills and notes as investment tools.
Unclaimed Property List (Wisconsin)
Search for your name on the Wisconsin State Treasurer's List of unclaimed property.
Value Line  MPL Special Link
For research on stocks you can trust, turn to Value Line. All the features of the print version, plus easy access and navigation.
Library subscription. Available for use within City of Milwaukee libraries and by remote access to City of Milwaukee library cardholders.
Worksheet for Goal Setting and Financial Planning
This worksheet from FINRA will help you decide the time frame and evaluation for your financial plan.

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