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Philip and Joe are Registered Investment Advisors (RIA).
Through Capital Advisors, LLC we can assist you with making those
difficult decisions regarding money that must be made if you are to
reach your goals. We can also help you arrange a plan to have
your money managed for you. Contact us to get the process
started.
A good general
finance guide exists at the homepage for CNNfn.
Historical stock
quotes and great charting tools can be found at Microsoft
Investor, be sure to go to File | Export to export the historical
information directly to Excel.
If your trying
to find that perfect stock or mutual fund, check out the extensive
screening tools at Microsoft's
MoneyCentral an especially useful feature is searching for funds
by availability in certain brokerages (i.e. Charles Schwab, Fidelity).
If you want
to checkup on your funds' performance, go to Morningstar,
the premier resource for mutual funds.
Looking for
information on the stock market?
- Marketwatch
is a premier site for research on the stock market in general.
- Dow
Jones provides general data, and for paying subscribers full
text of the Wall Street Journal and Baron's.
Are you trying
to investigate a stock? Look for help at:
- Yahoo
- Type in the ticker and receive general information, recent news,
and extensive message boards.
- Edgar
- All companies must file reports with the SEC, check out what
their saying, and download financial statements to Excel.
- Ticker
Help - Can't remember that ticker symbol? This is a quick
way to look it up.
What
is diversification?
What
rates of return should I expect?
What
should I invest in?
What
are mutual funds?
What
does a money manager do?
What
is an index?
What
is the Dow?
What
is the S&P?
What
is the Nasdaq?
How
do I pick an investment advisor?
What
is a retail broker?
What
is a discount broker?
How
do brokers and money managers make money from my account?
How
does compounding work?
What
is dollar cost averaging?
When
is the best time to invest money?
How
much money should I invest?
How
do I set reasonable investment goals?
How
long a time horizon should I use to evaluate my investing results?
How
many investment accounts should I have?
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