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Investment Advisory Tools

Bonds | Mutual Funds | Stocks

Bonds

Fixed-income investments offer the advantage of a stable return. You don’t have a chance to make a large profit, but neither do you leave yourself at risk for a major loss. Deciding on which types of bonds to purchase can be researched in several resources.

Standard & Poor’s Bond Guide - provides summary data on corporate bonds listed on the New York and American exchanges, and assigns ratings to bonds.

TheStreet.com Ratings’ Guide to Bond and Money Market Mutual Funds - gives ratings and analysis on over 4,200 fixed income funds, including corporate bond funds, government bond funds, municipal bond funds, high-yield bond funds.

We also recommend looking at the website, Investing in Bonds from the Bond Market Association. Provides investor education and offers real-time price data on municipal and corporate bond trades.

Mutual Funds

Mutual funds are a popular investment and savings device, because it’s a way of buying a portfolio of hundreds of stocks and then hiring a group of professional financial managers to look after them for you. There are a number of tools available at the Library which can provide information and analysis of different available funds.

Morningstar Mutual Funds - provides a detailed overview for nearly 2,000 mutual funds selected from the top investment firms. A good deal of content is now available on the Morningstar website.

Moneyletter - provides comprehensive mutual fund coverage—in plain language—twice each month. Delivers advice on what to buy, what to hold, and what to sell.

TheStreet.com Ratings' Guide to Stock Mutual Funds - assigns a letter grade (A-E) to mutual funds, rating them on risk-adjusted performance. Also contains lists of Top 200, Bottom 200, 100 Worst, and more. Updated quarterly.

Stocks

The Outlook - provides rankings and ratings from Standard & Poor's. An investment advisory service weekly, The Outlook newsletter is easy to read and study. It delivers forecasts; “buy” lists and “sell” lists; bonds and mutual funds are also covered, but to a lesser degree.

Standard & Poor's Stock Reports - profiles more than 10,000 stocks.

The Value Line Investment Survey - reviews stocks and provides company analysis. The Ratings & Reports section provides regularly updated information and analysis on each of approximately 1,700 stocks in more than 90 different industries. The Selection & Opinion section presents Value Line's latest economic and stock market commentary, plus analysts' advice on current investment strategies, one or more interesting stock selections, and a variety of timely economic and stock market statistics. Online access is available at the Library, ask at the Reference desk.

TheStreet.com Ratings' Guide to Common Stocks - assigns a letter grade (A-E) to stocks, rating them on risk-adjusted performance. Also contains lists of Top 200, Bottom 200, 100 Worst, and more. Updated quarterly.