Financial websites and blogs

Finance professionals

• Frank Armstrong - Investor Solutions
• John Bogle
  • The Bogle eBlog
  • Bogle Financial Markets Research Center
• William Bernstein - Efficient Frontier
• Scott Burns - AssetBuilder
• Paul Merriman - Paul Merriman (older materials: FundAdvice.com)
• Bill Schultheis - The Coffeehouse Investor
• Larry Swedroe - Buckingham Asset Management

Financial news and information

Bogleheads blogs and websites

• Barry Barnitz
  • Financial Page - Blog centered on indexing, academic research and news, with an occasional analytic touch.
  • Asset Allocation - Blog devoted to the art and science of asset allocation.
• Bylo Selhi - Smart Mutual Fund Investing for Independent Canadian Investors - Site dedicated helping investors "learn how to invest on their own."
• FinancingLife.org - Take Control Of Your Finances - short video tutorials explain Boglehead principles in plain English to beginning investors.
• indexfundfan - indexfundfan@indextown - Blog of investment-related articles.
• JLP - AllFinancialMatters - Blog focused on personal finance and Diehard topics.
• KyleAAA - Amateur Asset Allocator, - Musings on personal finance, investing, business news, and economics with the occasional frugal post thrown in the mix; and also Kyle Bumpus.
• Larry Swedroe - Wise Investing - Investment topics.
• Oblivious Investor - Oblivious Investor - The idea of the blog is that you don't need to watch: a) CNBC everyday, or b) daily/weekly/monthly stock market movements...in order to be a successful investor.
• Paul Keck (pkcrafter) - Road Map for Investing Success - An Investing Primer. Essential recommendations and insight for the average investor.
• sewall - The Incidental Economist - Blog of finance, economics, health care, and other "musings of a curious mind."
• tfb - thefinancebuff - Blog of personal finance and economics topics including spending, saving, borrowing, insurance, investing, and recent developments in the economy.

Forums

• Bogleheads^® Forum
• Financial Wisdom Forum (Canadian)
• Original Morningstar Forum
• Early Retirement Forums
• Raddr's Early Retirement and Financial Strategy Board
• Yahoo! Message Boards - Investments

General financial and investing news

• Bloomberg
• CNBC
• CNNMoney.com
• Google Finance
• Marketplace (NPR/American Public Media)
• MarketWatch
• Morningstar
• TheStreet.com
• Yahoo! Finance

Magazines and related sites

• Barron's
• BusinessWeek
• Forbes
• Kiplinger's
• Smart Money

Newspapers

• The Economist
• Financial Times
• New York Times (Business)
• The Wall Street Journal

Podcasts

• BBC World Service Business Programmes
• Bloomberg Podcasts
• Rob Berger - The Dough Roller
• Meb Faber - Meb Faber Show
• Paul Merriman - Sound Investing
• NPR
  • Marketplace
  • Planet Money
• Brian Preston - The Money Guy
• Barry Ritholtz - Masters in Business
• Russ Roberts - EconTalk More economics than finance, though issues of relevance to finance are covered
• Jill Schlesinger - Jill On Money
• Stacking Benjamins
• Talking Real Money
• Vanguard - Plain Talk On Investing
• Wall Street Journal - Your Money Matters
• Martin Wolf, Financial Times
• White Coat Investor, by Jim Dahle

Investing education

• AARP Financial Planning and Retirement
• Fairmark - Advice on tax issues, information on Roth conversions, etc.
• gummy stuff tutorials - Series of investing and math tutorials (to download an entire CD's worth of spreadsheets, see gummy-stuff, eh?, forum discussion).
• IndexUniverse - Coverage of "product and market developments related to index funds and exchange-traded funds."
• Investing in Bonds (Education) - Basic information about bonds.
• Moneychimp - Seeks to be a "coherent, logical, useful and accessible financial education resource."
• Morningstar Classroom - Introduction to stocks, bonds, funds and portfolio topics. You must be registered to take the quizzes or to get credit for the course.
• John Norstad's Finance Page - Series of math-intensive papers about investing.
• Retire Early Homepage - Site "devoted to saving and investing for retirement."
• 403(b)wise - Created by "two educators fed up with the lack of objective 403(b) information available to participants."
• 457(b)wise - Sister site to 403(b)wise.

Books

• Frank Armstrong - Investment Strategies for the 21st Century
• Paul Keck (pkcrafter) - Making Sense of Investing: A Guide to the Essentials

Tutorials

• Financial Investing Tutorials, from Investopedia
  • Investing 101: Introduction

Time value of money

• Investing 101: The Concept Of Compounding
• Understanding The Time Value Of Money
• Anything But Ordinary: Calculating The Present And Future Value Of Annuities
• Time Value of Money and Financial Calculator Tutorials - Time Value of Money using Microsoft Excel and financial calculators. Example files are available for download.
  • Microsoft Excel as a Financial Calculator Part I
  • Loan Amortization with Microsoft Excel
  • Financial Calculator Tutorial Index Tutorials using several popular calculators, such as the HP-12C and TI-83

Stocks

• Stocks Basics: Introduction
• Index Investing: What Is An Index?, from Investopedia
• How do I figure out my cost basis on a stock investment?

Bonds

• Bond Basics: Introduction
  • Suggestion: Enable browser cookies and try to pass the quiz
• Advanced Bond Concepts: Introduction

Investment companies and government services

Private sector

• Vanguard
• Dimensional Fund Advisors (DFA)
• Fidelity
• iPath ETNs
• iShares ETFs
• PowerShares ETFs
• SPDR ETFs
• T. Rowe Price
• TIAA-CREF
• WisdomTree ETFs

Government

• Treasury Direct - TreasuryDirect is the only financial services website that lets you buy and redeem securities directly from the U.S. Department of the Treasury in paperless electronic form. It offers product information and research across the entire line of Treasury Securities, from Series EE Savings Bonds to Treasury Notes.
• Thrift Savings Plan (TSP) - The TSP is a retirement savings plan for civilians who are employed by the United States Government and members of the uniformed services.

Personal finance management systems

Online

• Geezeo
• Mint
• Quicken
• Wesabe
• Yodlee

Stand-alone

• Microsoft Money (product is no longer sold)
• Quicken

Research and other financial articles

• The Altruist Reading Room - Links to a wealth of information and research.
• Callan Periodic Tables of Investment Returns - A comprehensive representation of relative asset class performance over the last 20 years.
• Damodaran Online - Comprehensive data sets and spreadsheets by Aswath Damodaran
• Fama/French Forum - "Observations, opinion, research and links from financial economists Eugene Fama and Kenneth French."
• Federal Reserve Economic Data (FRED), from the Federal Reserve Bank of St. Louis. 39,000 economic time series from 38 sources. Download, graph, and track economic data. Downloadable tools, such an iPhone/iPad app and an Excel Add-In are available.
• FINRA's Market Data Center assists investors with market and investment research, both through the market data information provided as well as through the FINRA Investor Education material and tools. Hosted by Morningstar.com, enable browser cookies to view.
• The Journal of Financial Planning - Articles about financial planning topics.
• Journal of Indexes - The "book of record for the index industry."
• RePEc (Research Papers in Economics), a collaborative effort of hundreds of volunteers in 73 countries to enhance the dissemination of research in economics. All RePEc material is freely available.
  • IDEAS database (part of RePEc), the largest bibliographic database dedicated to Economics and available freely on the Internet
• Research-Finance.com - Compendium of recent academic finance articles and working papers.
• SSRN Economic Research Network - Aggregator of financial research with a powerful search engine.
• TIAA-CREF (Teachers Insurance and Annuity Association – College Retirement Equities Fund)
  • TIAA-CREF Institute Research - Focused to help individuals and institutions meet financial and operational objectives.
  • TIAA-CREF Market Research - Contains recent overviews of the market and News

Stock exchanges

• United States
  • National Association of Securities Dealers Automated Quotations (NASDAQ)
  • New York Stock Exchange (NYSE Euronext), merged with Euronext
• World
  • Bolsas y Mercados Españoles (BME)
  • Frankfurt Stock Exchange / Deutsche Börse
  • Hong Kong Stock Exchange (HKEx)
  • London Stock Exchange (LSE)
  • Euronext (NYSE Euronext), merged with NYSE
  • Tokyo Stock Exchange (TSE)
  • Toronto Stock Exchange (TSX)

References

Resources and links Data sources Data sources • EDGAR • Historical and expected returns • Index returns • Simba's backtesting spreadsheet • Vanguard SEC filings Reading Bogleheads Authors • Books and Authors • FAQs • Morningstar posts (archive) • Taylor Larimore's Investment Gems References Abbreviations and Acronyms • Academics • Glossary • Resources and links Tools Google Docs.spreadsheets • Retirement calculators (spending) • Ticker symbol lookup • Tools and calculators Websites and blogs Financial Page • Financial websites and blogs • Gummy-stuff • News and blogs • SSRN blog