The amount of information available on the web is overwhelming. A Google search can result in thousands of potential links, so which one(s) should you choose? To make the job easier, we have created a set of curated lists, grouped by topic, to help get you started on your research. Many of the sites mentioned are ones we visit regularly. Please note these links are provided for your convenience only. We are not recommending any particular site(s) listed on this page.
Business & Economics
Collections
Market Overview
Felder's Market Indicators (daily charts)
Wisdom Tree Market Dashboard (daily market stats)
CNN Fear & Greed Index (daily)
Raymond James Markets & Investing (market commentary)
Raymond James Weekly Headings Snapshot
DoubleLine Market Insights (market commentary)
J.P.Morgan Asset Management (Guide to Markets Quarterly)
J.P.Morgan Asset Management (Weekly Recap)
UBS Global Investment Returns Yearbook
Weekly Asset Allocation Review (Jurrien Timmer, Fidelity Investments)
Crypto
Education
The following are four courses taught by Aswath Damodaran, Professor of Finance, Stern School of Business, NYU
Accounting for Finance and Investing
Statistics for Finance and Investing
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Financial Markets 2011, Yale University, is taught by Professor Robert Shiller. It consists of 23 lectures covering a variety of topics.
Skills:
Investing’s First Principles: The Discounted Cash Flow Model
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Personal Finance for Engineers
Course materials for Professor Adam Nash's personal finance course at Stamford University.
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Fixed Income
Here are some resources for understanding the fixed income markets:
An Investor's Guide to Municipal Bonds
TIPSWatch, - ideas, benefits and cautions about TIPS and U.S. Series I Bonds
Fun Stuff
Artvee provides a curated collection of images from museums and libraries around the world. These images have been made available without restrictions so they may be used for any purpose.
BookPecker.com uses AI to prepare a five-bullet point summary on each of more than 14,500 books.
J! Archive is a catalog of almost every Jeopardy! game played since 1983. Hover over/tap the dollar amount to see the question and the contestant's response.
Earth.fm is a completely free streaming service of 700+ nature sounds from around the world, offering natural soundscapes and guided meditations for people who wish to listen to nature, relax, and become more connected.
Platoria.com uses AI to transform the sea of opinions into concise, user-friendly summaries. Whether you're searching for products or want to add products yourself, Platoria.com helps you shop smarter and save time.
Suno.ai uses AI to allow anyone can make great music. No instruments are needed, just imagination. From your mind to music in seconds.
Veritasium produces YouTube videos about science, math, technology, finance, and more. The videos are easy to understand and informative.
X (Twitter) Feeds
Peter Boockvar, CIO, Bleakley Financial Group
Danielle DiMartino Booth, QI Research (Economy)
Jesse Felder, The Felder Report
Warren Pies, Founder, 3Fourteen Research
Liz Ann Sonders, Chief Inv. Strategist, Schwab
Jurrien Timmer, Director of Global Macro, Fidelity
Tom McClellan, McClellan Market Report
Investment Research
The following research sites may require registration and/or a subscription for full access.
Advisor Perspectives (charts and graphs on economy, markets)
Bison Interests (oil & gas)
The Capital Spectator (investments and economics)
CEFConnect (information on closed-end funds)
Current Market Valuation (valuation metrics)
Dividend.com (all things dividends)
EDGAR (SEC filings, full-text search)
Elm Wealth (research, apps)
ETF.com (data, tools, news, education on exchange-traded funds)
finbox (data, valuation)
finviz (financial visualizations, data on markets and individual securities)
FRED (economic research from Federal Reserve Bank, St. Louis)
Investing.com (data, news, markets, bitcoin, etc.)
J.P.Morgan Asset Management Guide to the Markets (markets)
koyfin (markets, charting, financial data)
MAGIC FORMULA Investing (stock screening based upon the work of Joel Greenblatt)
New Constructs (fundamental data, analysis, valuation)
OpenInsider (insider purchase and sales tracker)
PreferredStockChannel (information on preferred stocks)
roic.ai (fundamental data on individual companies)
r/SecurityAnalysts (collection of investor letters from hedge funds, etc.)
Seeking Alpha (independent research, news, etc.)
StockCharts (charting)
TIKR (fundamental data)
Yardeni Research (economics and investments)
YCHARTS (stock data, charting, portfolio analysis)
Tool Time
Here are some tools to help you build and manage your portfolio.
Portfolio Visualizer (backtesting, factor analysis, simulation)
roic.ai (financial data)
StockRover (portfolio analysis and reporting, investment research)
Publications
Here are a number of newspapers and magazines with a focus on economics, business, and investments. These links will take you to their home pages. You may be able to read some articles without a subscription but you will have to pay to take full advantage. Note: If you have a subscription to Apple News+ you already have access to a number of these publications.
Newspapers:
Magazines:
News Aggregators:
Personal Finance
Retirement Planning
American Academy of Actuaries Longevity Illustrator
FINRA Required Minimum Distribution Calculator
Medicare: Deciding Whether to Enroll in Medicare Part A and Part B When You Turn 65
Medicare’s Tricky if You’re Employed
Morningstar's Retirement Guide
Planning for Medical Costs in Retirement
Social Security Claiming Strategies
Required Minimum Distribution Strategies
Open Social Security Strategy Calculator
Retirement Income Analysis, William F. Sharpe