Finance and Investment

Dictionaries and Encyclopedias

Brill.com Glossary - Mutual Fund Terms

A Dictionary of Finance and Banking

The Encyclopedia of Technical Market Indicators  (Reference HG 4915 .C56 2003)

financeglossary - by Global Investor Network
Provides brief definitions of finance and investment terms.

Financial Glossary
Glossary provided by Yahoo! Finance.

Glossarist Stock Market Glossaries and Stock Market Dictionaries
Provides links to online glossaries and dictionaries.

International Dictionary of Finance  (HG 151 .B274 2000)

The International Dictionary of Personal Finance  (HG 179 .R84 1999)

International Encyclopedia of the Stock Market  (Reference HG 4551 .I58 1999)

InvestorWords
A basic glossary maintained by InvestorGuide.com with brief definitions.

The Language of Commodities  (Reference HG 6046 .E75 1985)
Provides examples with many of the definitions.

NASDAQ glossary
A basic dictionary of stock market terminology created by NASDAQ.

riskglossary.com
Glossary from Contingency Analysis.

Wall Street Words  (Reference HG 4513 .S37 1997)
Defines nearly 4000 terms and provides tips for investors.

Back to top

Educational Sources and Tutorials

All About Value at Risk 
GloriaMundi.org provides a variety of educational resources on the subject.

FED101
Maintained by the Federal Reserve Bank of Kansas City, this educational Web site provides information about the history, structure, policies, and services of the Federal Reserve.

Financial Management Training Center
Matt H. Evans, CPA, offers free online courses on financial management, courses offered by telephone, and links to other educational sites.

Financial News You Can Use
Ohio State University FactSheet providing an overview of the topic.

Forecasting Principles
J. Scott Armstrong, a professor at the Wharton School of the University of Pennsylvania created Forecasting Principles for educators, practitioners, and researchers of forecasting. This site is currently supported by the International Institute of Forecasters.

Investing in Bonds
Ohio State University FactSheet providing an overview of the topic.

Investing in Stocks
Ohio State University FactSheet providing an overview of the topic.

Investopedia.com
Provides articles, tutorials, simulations, a dictionary, and more.

Mathematics of Investment and Credit  (Reference HG 4515.3 .B76 2004)
Theory and applications of methods tp perform financial valuations.

The Motley Fool: How to Value Stocks
Features materials created for the educational series How to Value Stocks from the Motley Fool.

Mutual Funds Advisor
An informational website, providing articles on mutual funds, a glossary of commonly used mutual fund terms, listed mutual funds by family and information about them, news, historical facts and more.

Optionetics
An investment education resource offering articles, guides, and links on stock options, including how to use options and how to exit an options position, and volatility.

Start with Mutual Funds
Ohio State University FactSheet providing an overview of the topic.

Stock Investment Guide
Guide to investing in stocks, with links to other resources.

Study Finance
Created by the University of Arizona, this site features RealAudio files covering basic finance topics and financial career information.

Ten Questions to Ask About Any Investment Opportunity
The US Securities and Exchange Commission (SEC) offers general advice for investors.

Trillion Dollar Bet
A companion site for the PBS Nova episode, the Trillion Dollar Bet, exploring the Black-Scholes Formula, which allows one to determine the value of a call option at any given time.

Back to top

Formulas and Calculators

anz.com's Benchmark Your Business
Calculates breakeven point or volume required to achieve profit goals.

The Current Value of Old Money
Created by science librarian Roy Davies, provides links to Websites that help determine how much a specified amount of money at a certain period in time would be worth today.

Dictionary of Financial Formulas and Ratios  (Reference HG 151.M24 2008)

Dividenddiscountmodel.com
Calculates the present value of the future dividends that a company is expected to pay its shareholders.

General Business - Formulas, Calculators, & Tables
Milner Web page providing links to more general business resources.

Handbook of Financial Mathematics, Formulas and Tables  (Reference HF 5691 .V42)
How to calculate, interpret, and use various financial formulas used in business analysis and management; with interest, present value, depreciation, and mathematical tables.

myAmortizationChart.com
A simple amortization calculator, with other financial calculators also offered.

RBC Bank - Calculators and Guides
An online aid to calculating loan payments and amortization.

Sales Volume Breakeven Analysis
A simple calculator from KJE Computer Solutions, LLC.

Savings Bond Calculator
From the Bureau of the Public Debt in the Treasury Department, this site computes the redemption value of specific US savings bonds.

SEC Mutual Fund Cost Calculator
Provides a means to estimate and compare the costs of owning mutual funds.

Thorndike Encyclopedia of Banking and Financial Tables  (HG 1626 .T49 2001)
Tables for calculating loan payments and amortization, compound interest and annuity, and investment discounts and yields. Updated by a Yearbook (Reference HG 1626 .T492 2009).

Back to top

Gateways and Portals

Finance and Economics
A guide to resources from the Rutgers University Libraries.

Finance and Investment
A guide to print resources in Milner Library.

Finance Resources on the Web
Web site maintained by Ian Giddy of NYU.

Finance Resources on the Web - Dakota State University
Wide ranging gateway to sources. SOme sections have not been updated recently.

Finance Site List
Wide range of sites, some listing online resources, others listing print materials; by the Journal of Finance.

theFinancials.com
Current and historical data from theFinancials.com. Continued use requires a free subscription or paid subscriptions which provide access to additional information.

FINweb
FINweb is managed by James R. Garvin, Ph.D. at the University of Texas at Austin and contains many links to economic and finance related topics.

Information Sources in Finance and Banking  (HG 151.7 .L47 1996)
A guide to the organizations, reference works, and other publiications providing information about finance.

Internet Resources and Services for International Finance and Investment  (HG 64 .J5 2001)

InvestorGuide.com
A full service investment portal featuring investment news from standard investment sources and a subscription newsletter and commentary service.

Money Mentor
A financial portal.

NumaWeb
Numa Financial Systems provides links to sites concerned with financial derivatives.

Project Finance Portal
The Baker Library at the Harvard Business School (HBS) provides a guide to print and online resources for project financing.

Superstar Investor
Provides access to over 11,000 investment-related links.

Virtual Finance Library
A wide ranging site developed by the Department of Finance at Ohio State University; it includes the Financial Data Finder, which describes and links to many sources of financial data around the world, ranging from fee-based to subscription to free of charge.

Wachowicz's Web World; Web Sites for Discerning Finance Students
Created by a professor at the University of Tennessee, the site presents links to online resources, PowerPoint slides, interactive quizzes, and more, all keyed to his textbook on financial management.

Back to top

General Sources

Bloomberg.com
Provides business news and financial information.

Bureau of Public Debt
The government agency responsible for selling US Savings Bonds, and Treasury bills, notes, and bonds features information on these financial instruments, current and historical statistics, and government securities market regulation.

The Financial Data Finder: Downloadable Data
From the Department of Finance, Ohio State University.

Financial Management Service, US Department of the Treasury
The body that provides centralized payment, collection, and financial reporting services for the government.

Handbook of Financial Analysis, Forecasting, and Modeling  (HG 4011 .S46 2001)
Book with computer disk.

Interest Rate Spreads & Market Analysis: Tools for Managing Financial Exposure in Global Markets  (HG 1623 .U5 I5901)

Investment FAQ
Provides answers to Frequently Asked Questions on investment.

MsMoney.com
Covers basic topics in personal finance, offering articles, links, tools, and calculators.

Back to top

Journals

Milner Library electronic journal subscriptions include dozens of finance journals. For the journals listed here, use the Find It link to connect to full text, or use an index to identify articles and then use Find It to link to full text for the article.

Accounting & Finance - Find It

Applied Mathematical Finance - Find It

Brookings-Wharton Papers on Financial Services  (HG 181 .B82) and Find It

Emerging Markets Finance & Trade - Find It

European Financial Management - Find It

European Journal of Finance - Find It

Financial Executive (FE)  (HF 5001 .F1301) and Find It

Financial Management (HG 4001 .F55) and Find It

Financial Planning - Find It

The Financial Review  (HG 1 .F56) and Find It

Financial Times - Find It

Global Investor - Find It

Government Finance Review (HJ 9103 .G57) and Find It

International Journal of Theoretical and Applied Finance - Find It

Journal of Accounting, Auditing & Finance  (HF 5601 .J73) and Find It

Journal of Banking & Finance  (HG 23 .J68) and Find It

Journal of Business  (HF 5001 .J601) and Find It

Journal of Business Finance & Accounting - Find It

Journal of Economics and Finance  (HB 1 .J6454) and Find It

Journal of Finance  (HG 1 .J6) and Find It

Journal of Financial and Quantitative Analysis  (HG 1 .J65) and Find It

Journal of Financial Economics (HG 1 .J62) and Find It

Journal of Financial Management and Analysis - Find It

Journal of Financial Planning - Find It

Journal of Financial Research (HG 1 .J653) and Find It

Journal of Government Financial Management (HJ 9801 .F401) and Find It

Journal of Monetary Economics  (HG 201 .J68) and Find It

Journal of Money, Credit and Banking  (HG 1 .J64) and Find It

Journal of Portfolio Management  (HG 4501 .J68) and Find It

Journal of Property Investment & Finance - Find It

Journal of Real Estate Portfolio Management - Find It

Mathematical Finance - Find It

Public Budgeting & Finance  (HJ 2052 .A2 P8) and Find It

Public Money & Management - Find It

The Quarterly Review of Economics and Finance  (HF 5001 .Q3301) and Find It

Researchmag.com
Articles and broker profiles available online.

Research in Finance  (HG 1 .R38)

Review of Financial Studies  (HG 1 .R485) and Find It

Strategic Finance  (HF 5686 .C8 A2705) and Find It

The following source lists periodicals in finance and describes their audience and content:
     Cabell's Directory of Publishing Opportunities in Economics and Finance
          (Reference HB 63 .C22 9th ed.2004/2005)

Back to top

News and Job Information

Big Charts
Features graphic presentation of business and investment data and includes stock quotes, industry analysis, market news and commentary.

Business Wire

CNN/Money
Financial information and links from the editors of CNN and Money magazine.

FinCareer
An online magazine dedicated to news, information, advice, and job listings for financial careers. Features articles and news, human resources help, and a large job bank.

internetnews.com - Business

Investor Calendar - by Vcall
RealAudio files offer current financial news for investors. Includes regular daily scheduled programs and special programming.

JobsintheMoney.com
Aimed at finance professionals seeking career and employment information. Registered users may apply for posted positions online.

MSN Money
Stock quotes, news, and investment and banking articles.

Reuters.com

Back to top

Prices

Bonds

Bonds Online
Provides information on corporate and government bonds and securities.

FMSbonds.com - Municipal Bond Specialists
Price quotes, plus news and commentary on the municipal bond market.

Investing in Bonds.com
Basic information about bonds and investing in bonds, plus bond prices, provided by the Bond Market Association.

Wall Street Select
Directory of market and broker sites.

Commodities

Chicago Board of Options Exchange

Chicago Board of Trade

GME Group - the Chicago Mercantile Exchange site

CNNMoney - Commodities
Provides data on current prices of selected commodities.

Commodities Price Locator  (HF 1040.7 .C46 1989)
Where to find regularly reported spot or cash prices of commodities. Covers 150 publications and 31 databases. Old but still useful.

IMF Primary Commodity Prices
Provides data tables annually, quarterly, monthly, and weekly.

ino.com
Provides quotes by market and exchange.

Mineral Commodity Summaries
USGS Web site providing production and price information.

TFC Commodity Charts
Free source of daily commodity futures and financial market information.

IPOs

EDGAR Online IPO's
Sponsored by the SEC's EDGAR Online, this database offers news and searching of initial public offer filings by company, exchange, deal size, or shares offered.

Hoover's Online - IPO central
Provides information on filings, prices, and performance.

Initial Public Offering
Provides news and commentary concering initial public offerings, as well as educational resources and investing tips.

Initial Public Offerings Resources
Provides links to commercial and academic resources on IPO's.

Yahoo! Finance - Initial Public Offerings
Provides profiles and news concerning pricings, filings, and withdrawals.

Stocks and Mutual Funds

Daily Stocks
Search by company for stock quotes, charts, news, SEC Filings, and more. Some features require registration.

Fool.com Quotes and Data by Motley Fool.
Offers stock quotes and index information.

Harrisdirect
An online brokerage network which gives free quotes, news, and online stock trading.

ICI Mutual Fund Connection
Provides information and statistics, including its Mutual Fund Fact Book.

Mutual Fund Investor's Center
Provides information on investing and links to mutual fund companies.

Quote.com
Lycos provides a ticker search and free stock quotes. Their full service requires registration.

Standard & Poors Index Services
Provides closing figures for the various S&P indexes, as well as descriptions of each index and lists of companies in each index alphabetically and by industry.

Stock Maven
Data on stocks, currentcy, and commodities.

Time Travel - Locating Sources of Historical Stock Quotes
Describes a process and discusses each source recommended.

Yahoo Finance
Provides quotes by ticker symbol, stock news, company news, and business and securities news.

Zacks Earnings Forecaster  (HG 4501 .E27)
A monthly forecasting journal. Current issues are in the periodicals area on floor 2.

Back to top

Professional Organizations

American Association of Individual Investors

American Finance Association

Association for Financial Professionals

CFA Institute

Financial Executives International

Financial Management Association

Financial Planning Association

Back to top

Regulations and Laws

Bureau of Public Debt - Law and Guidance
The government agency responsible for selling US Savings Bonds, and Treasury bills, notes, and bonds features information on, and links to, the laws and regulations regarding government securities and the regulation of the government securities market.

CyberSecuritiesLaw
Compiled by Blake A. Bell and published by Glasser LegalWorks, the site covers SEC news and litigation involving the Internet and securities and provides free subscriptions to the CyberSecuritiesLaw Tribune.

Securities Law & Compliance Center
An online guide to securities law.

Securities Law
Cornell University's Legal Information Institute provides an overview of the topic with links to the laws, regulations, and judicial decisions covering securities and links to related Web sites.

Bankruptcy

ABI World
American Bankruptcy Institute web site.

Bankruptcy
Bankruptcy law information from the Legal Information Institute.

Bankruptcy - part of lawyers.com by Martindale-Hubble
Legal advice concerning all aspects of bankruptcy.

Internet Bankruptcy Library
Provides access to a wide range of resources.

Back to top

Regulatory Agencies

Commodity Futures Trading Commission
An independent agency that regulates commodity futures and option markets in the U.S.

North American Securities Administrators Association

Securities and Exchange Commission and the related site, SEC News Digest, which provides recent Commission actions, such as enforcement proceedings, rule filings, and policy statements, updated daily.

U.S. Commodity Futures Trading Commission
The CFTC regulates commodity futures and options trading in the United States.

Back to top

Retirement Planning

Retirement Planning - by VALIC
Provides general retirement planning information and links to calculators.

Social Security Online
The Social Security Administration's official website provides information about social security, disability, and Medicare benefits and permits online ordering of a Personal Earnings and Benefit Estimate Statement.

SURS
The web site for the State Universities Retirement System of Illinois provides information about pending legislation, the annual report and investments performance summary for the system, member information, and a benefit estimator for members.

TIAA-CREF
Provides general retirement planning information and details of the funds available from TIAA-CREF, plus additional features for members.

Back to top

Statistical Sources

Compilations

Commodity Market Review 2005-2006
The UN's FAO issues an annual analysis of world market developments affecting agricultural, fishery and forestry products, with specific commodity reviews and data. The archives contain the two previous reports.

CRB Commodity Year Book  (Reference HF 1041 .C5603)
Covers over 90 commodities, currencies, interest rates, and stock index futures. Reviews each commodity and factors affecting its price, demand and production during the past year. Statistical supplement published three times during the year.

Interest Rate Spreads and Market Analysis  (HG 1623 .U5 I5901 1996)
Interest rate levels for various instruments and interest rate relationships between instruments, between maturities, and across instruments and maturities.

The State of Agricultural Commodity Markets 2006
Analysis and statistics from the FAO.

Survey of Current Business  - U.S. Department of Commerce  (Documents C59.11:)
Topical articles and two statistical sections: "Business Cycles Indicators," and "Current Business Statistics." Historical companion volume is: Business Statistics of the United States (Ref. HC 101 .A131301). An online version of recent issues is available in Acrobat (PDF) format at the Bureau of Economic Analysis.

Guides to Statistical Sources

A Guide to Statistical Sources in Money, Banking, and Finance  (HG 171 .B35 1988)
A guide to 480 state, regional, national, and international sources of statistical information.

International Financial Statistics Locator  (Reference HG 151.7 .B37 1995)
Where to find regularly reported financial statistics for other countries.

Investment Statistics Locator  (Reference HG 4910 .C5 1995)
Indexes investment statistics in 56 standard business sources and gives the frequency of the data.

Irwin Guide to Using the Wall Street Journal  (Reference HB 3743 .L44 2005)
Guide to using the statistical series published in the Wall Street Journal. Covers the business cycle, Federal Reserve System, money supply, interest rates, inventories, capital expenditures, stock market, international transactions, leading economic indicators, and federal fiscal policy.

Statistical Sources for Business
Milner Library Web page providing links to additional statistical sources.

Back to top

Stocks and Investing

The Annual Reports Library
Contains over 1.45 million original reports (and proxies) from corporations, foundations, banks, mutual funds and public institutions located around the world. The site gives advice and some links on how to get copies of reports, and how to make the best use of them.

FundAlarm
Created and maintained by Roy Weitz, CPA, offers news and information to help users decide when to sell their mutual finds.

Mergent Equity Research Report  (Reference HG 4028 .V3 M47)
Updated quarterly.

Mergent's Handbook of Common Stocks  (Reference HG 4905 .M815)

Mergent's Handbook of Nasdaq Stocks  (Reference HG 4501 .M5801)

Morningstar.com
The Stock Selector feature identifies investment opportunities by industry sector and investment characteristics. Provides company profiles and links to company news.

Reuters Stocks Information
Provides financial ratios, company snapshots, and industry sector information.

SEC filings
Includes the full text of 10-K reports.

Standard & Poor's Stock Reports  Now online in Stanard & Poor's NetAdvantage.
Earlier print editions are in Reference and the shelves  (HG 4905 .S442)
Prior to 1998, the Stock Reports were issued in three segments:
---American Stock Exchange  (HG 4905 .S44)
---New York Stock Exchange  (HG 4905 .S443)
---Nasdaq and Regional Exchanges  (HG 4905 .S44401)

Stock Market Encyclopedia - Standard & Poor's  (Desk Reference HG 4057 .A4601)

RGE Monitor
An excellent source for commentary on the US stock market by NYU professor Nouriel Roubini.

Value Line Investment Survey  (Reference HG 4501 .V26)
Loose-leaf, updated weekly. Brief industry analysis with detailed financial data for key companies. Selection & Opinion issues provide general investment advice and list recommended stocks.

Worldscope
Disclosure/Worldscope Snapshots is an international database containing data derived from corporate annual and 10-K reports, disclosure statements, newspapers, and wire services. Each corporate record includes a description of the business, selected financials, key ratios, and names of officers. Updated weekly.

Many additional sources of company financial information are accessible through the Company Information page.

Back to top

Stock Exchanges and Indexes

NYSE Amex Equities
NYSE Euronext provides Amex (American Stock Exchange) data.

NYSE
New York Stock Exchange information.

NASDAQ

Deutsche Börse Group
A German site, prvides information about German composite indices.

FT.com - Financial Times
Provides a wide range of financial information, including information about 3,000 equities traded on the London Stock Exchange.

ICE Futures U.S.
Global enterprise that acquired the New York Board of Trade (NYBOT) in 2007.

Tokyo Stock Exchange

Bloomberg's Marketdata
Provides links to major international stock indices.

Back to top

Tax Information

For tax information, visit the IRS site or the Tax Accounting section of the Accounting page.

Back to top

Back to the Business and Economics home page