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 EDUCATION
Classes
- Local Community Colleges
- University of California Extension
Computer Services
- CompuServe
- Largest commercial on-line computer service
Excellent services include bulletin boards, financial
data
Historical and current prices for stocks, bonds, mutual
funds
Analyses of companies for research purposes
- Dow Jones News/Retrieval
- Devoted primarily to financial information
Historical and current quotes on stocks, bonds
Current quotes on mutual funds
Articles/textual data on business and the economy
Library/Publications
- A.M. Best & Company
- Financial strength and condition of insurance companies
Ambest Road, Oldwick, NJ 08858
(201) 439-2200
- Mutual Fund Values
- Subscription $395 per year
Published by Morningstar, Inc.
53 West Jackson Blvd., Suite 460, Chicago, IL 60604
(312) 427-1985
Excellent guide to mutual funds
- Morningstar No-Load Funds
- Subscription $145 per year
Published by Morningstar, Inc.
53 West Jackson Blvd., Suite 460, Chicago, IL 60604
(312) 427-1985
Excellent guide to no-load mutual funds
- Standard & Poor's
- 25 Broadway, New York, NY 10004
(212) 208-8690
- Various financial publications
- Company financial strength/bond ratings
Stock Guide
Retail $93 per year
Summary of stock and mutual fund monthly statistics
- Stock Reports
- Retail $700 - $1,000
Reports and valuations for individual stocks
- Value Line Reports and valuations for individual stocks
Organizations
- American Association of Individual Investors (AAII)
- Address/Phone
625 North Michigan Avenue, Chicago, IL 60611
(312) 280-0170
Membership
$49/year, or $435 lifetime membership
- AAII Journal
- Excellent resource, although fairly analytical/academic
Automatic subscription with membership in AAII
- Computerized Investing
- Bi-monthly newsletter
$30/year for members of AAII
- AAII's Investing Fundamentals Videocourse
- AAII's Guide to Investment Publications
- AAII's Individual Investor's Microcomputer Resource Guide
- Investment Company Institute
- Mutual fund industry association
1600 M. Street, N.W., Suite 600, Washington, DC 20036
(202) 955-3540
Generic Information on Mutual Funds Available
to the Public
- Charles Schwab & Co (Discount Brokerage Company)
- Publication: Investor Source
Publications
Books
- Stock Investing
- Dreman, David: The New Contrarian Investment
- Strategy
- Graham, Benjamin: The Intelligent Investor
- Estate Planning
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- Essential Guide to Wills, Trusts, Estates and
Death
- California Probate-Wills, Trusts & Estate
Planning
Leland Alan Stark, Ed.
Gulf Publishing Co., Houston, TX
- How to Live and Die with California Probate
Leland Stark
Paperback, $10.00
- Taxes
- AARP Books/Scott, Foresman & Co.
Dept CATB
400 South Edward Street, Mount Prospect, IL 60056
Magazines
Newsletters
- No-Load Fund Analyst
- Excellent, Affordable (one year-$225; two years-$420)
Mutual Fund Newsletter
4 Orinda Way, Suite 230-D, Orinda, CA 94563
(510) 254-9017
- The California Technology Stock Letter,Michael Murphy, Editor
- Educational coverage of technology developments and
selected high-tech stocks including biotechnolgoy (Twenty-four
issues per year for $295)
Post Office Box 308
Half Moon Bay, CA 94019
(415) 726-8495 orE-MAIL
Newspapers
- Business Section in daily local newspaper
Radio Programs
- ABC Radio Affiliates
- "Money Talk,"with
Bob Brinker
Saturdays and Sundays, 1 to 4 p.m.
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