Blog Posts by rbork
Rosalie is a part-time reference librarian. In addition to working at the Answer Center she purchases and maintains the personal investment collection at the library.
06/27/11
If you are interested in a utility component, you might refer to The Utility Forecaster. This monthly newsletter focuses on the domestic utility market. They have had an enviable 13.3% -a -year average for over 22 years, and specialize in safe and reliable income-producing assets. Stop in the Business Center to see the latest issue.
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06/21/11
According to the June 20th issue of Barron’s, annuities are suddenly hot. The lead article in this issue picks the top 25 annuities with good returns, reasonable fees and strong backing. Barron's reports that many sharp financial advisors are recommending annuities as an important part of an income plan. Stop in the Business Center to read this timely article.
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06/14/11
If increasing dividend income is a priority for you, the following investment newsletters may be helpful:
- Motley Fool Income Investor
- Morningstar DividendInvestor
- Brinker FixedIncomeAdvi$or
- Dick Davis Dividend Digest
These letters are all available in the Business Center -- stop in to see if you can boost your dividends.
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06/06/11
If you watch Jim Cramer on television, you’ve heard him talk about the necessity of being diversified. Instead of calling Cramer to be sure you are diversified, you can log in to the Morningstar database from our website and click on Portfolio X-Ray. Then change the search from Percentage of Portfolio to Dollar Value so that you can just enter the symbols for all of your stocks and funds along with their dollar value. This will give you a very complete analysis of your portfolio.
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06/03/11
Do you know how much your savings bonds are worth? Savings Bond Wizard, a program available from the Treasury Direct website will help you manage your savings bonds, print your savings bond inventory, find the redemption value of your bonds and find the interest your bonds have earned. This program is available at http://www.treasurydirect.gov/indiv/tools/tools_savingsbondwizard.htm. You can download the program on your home computer and it will automatically compute the value of your savings bond portfolio every May and November when new savings bond rates are announced. If you just have a few savings bonds or don't care to use a computer, we also keep the Savings Bond Redemption Value Tables at the Answer Center.
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05/17/11
We now have access to Hulbert Interactive, which is an interactive digest of investment recommendations drawn from an analysis of roughly 170 stock and mutual fund letters. You can enter the ticker symbol of your stock or fund and get a synopsis of recommendations from a wide variety of investment newsletters. Currently this resource is only available at the Answer Center Desk, but should be available from our in-house network shortly. Please stop at the Answer Center the next time you are in the library to experiment with this exciting new investment resource.
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04/19/11
This list was just announced in the May issue of Kiplinger's Personal Finance. Last year's list posted solid returns. It consisted of fourteen domestic stock funds, three foreign stock funds, six bond funds and one commodity fund. The commodity fund was the real winner posting a 31.2% return. There have been four changes to the list for 2011. To see the list and read the article that accompanied the announcement go to Kiplinger's website or stop in The Business Center to look at the magazine.
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04/15/11
If you are a Wall Street Journal reader you can now see the current issue with your morning coffee without even traveling out to your driveway! It is available FOR FREE, FROM HOME, FROM OUR WEBSITE. Our archive begins on September 23, 2009 and continues to the present. Just go to our website, click on Research, and then Databases and scroll down until you see the alphabet. Click on the "W" and enter your last name and library bar code number.
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03/15/11
March 14-18 is Morningstar's Tax Relief. Click on this link to see their tips, strategies and picks for tax-conscious investors. http://bit.ly/hfdqNZ You will find insights on 2010-2011 tax issues plus pointers for crafting an overarching tax plan for your portfolio.
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03/08/11
We have just begun subscribing to Mergent InvestorEdge, a new investment product to help you make smart investment choices. You will get access to important company documents and financial information such as annual reports, industry reports, corporate bond reports and over 4,000 equity research reports. These equity research reports are updated weekly and provide expert analysis with buy, sell and hold recommendations from Ford Equity Research.
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