Investing Resources

Analysis and Insights / Banking / Calculators and Tools / Commodities / Commodity Stocks / Credit Reporting and History / Estate Planning / Hedge Funds / Housing Price History / International Bonds / Market Data / Master Limited Partnerships (MLPs) / News / Precious Metals / Real Estate Investment Trusts (REITs) / Tax Management / Books

Analysis and Insights

Advisor Perspectives
American Association of Individual Investors
Evanson Asset Management
Lyn Alden – Investment Strategy
Seeking Alpha
Six Habits of Successful Investors
The Dangers of Listening to Financial Pundits
Wealthfront Blog
William Bernstein


Weiss Bank Ratings
Bankrate Ratings
Deposit Accounts Bank Ratings

Calculators and Tools

Bankrate calculators
Flexible Retirement Planner
Personal Rate of Return Calculation


William Bernstein on Commodities
Commodities, the Good, the Bad and the Ugly
The Great Commodities Debate
The Problem with Commodities

Credit Reporting and History

Free Annual Credit Report

Estate Planning

Morningstar on Estate Planning

Hedge Funds

Hedge Fund Introduction

Housing Price History

Personal Finance Blog
FRED Economic Data – Case Shiller Index

International Bonds

Global Fixed Income White Paper by Vanguard
Bogleheads on Developed Market Bonds
EFT Database on Emerging Markets Bonds
EFT Database on International Bonds

Market Data

Hedge Fund Return Data
Morningstar Asset Class Returns
Morningstar Index Data
Standard and Poors
Stocks, Bonds and T-Bill Historical Returns
St. Louis Federal Reserve Bank
Wall Street Journal

Master Limited Partnerships (MLPs)

MLP Basics
Why MLPs Belong in Your Portfolio
MLP Guy Blog


Market Watch
Wall Street Journal

Precious Metals

10 Reasons Gold Will Outperform Stocks in the Next Decade
Buying Ideas
How to Buy Gold
Should You Get a Gold IRA?
Gold Dealer Reviews
Market Information and Analysis
United States Mint
Which Gold Coins are Better Investments for Me
World Gold Council

Real Estate Investment Trusts (REITs)

General Information
Rick Ferri on REITs
Why Invest in REITs

Retirement Planning and Wealth Building

How to Create an Investment Policy Statement – Morningstar
Retirement Income Satisfaction
75 Must Know Long Term Care Statistics
Traits and Habits of Millionaires

Tax Management

Bogleheads on Tax Efficient Investing
Fidelity Investments on Investment Tax Management
Investopedia – How IRAs Affect Your Taxes
Are You Holding Your Assets in the Right Types of Accounts?
Tax Loss Harvesting
Rethinking Asset Location – Between Tax-Deferred, Tax-Exempt and Taxable Accounts

My Highly Recommended Books

  • A Random Walk Down Wall Street, Burton Malkiel
  • Asset Allocation, Roger Gibson
  • Common Sense on Mutual Funds, John Bogle
  • If You Can: How Millennials Can Get Rich Slowly, William Bernstein
  • The Intelligent Asset Allocator, William Bernstein
  • The Intelligent Investor, Benjamin Graham
  • Investment Mistakes Even Smart Investors Make and How to Avoid Them, Larry Swedroe
  • Stocks for the Long Run, Jeremy Siegel
  • The Four Pillars of Investing, William Bernstein
  • The Ivy Portfolio, Mebane Faber
  • The Millionaire Mind, Thomas Stanley
  • The Only Guide to Alternative Investments You’ll Ever Need, Larry Swedroe and Jared Kizer
  • The Smartest Investment Book You’ll Ever Read, Daniel Solin
  • Your Complete Guide to a Successful and Secure Retirement, by Larry Swedroe and Kevin Grogan.

Other Books

  • Behavioral Finance and Wealth Management, Michael Pompian
  • Beyond Our Means, Albert Malabre, Jr.
  • Contrarian Investment Strategy, David Dreman
  • Classics An Investor’s Anthology, Charles Ellis
  • Conquer the Crash, Robert Prechter
  • Currency Wars, James Rickards
  • Investment Analysis and Portfolio Management, Frank Reilly
  • Martin Zweig’s Winning on Wall Street, Martin Zweig
  • Modern Portfolio Theory and Investment Analysis, Edwin Elton and Martin Gruber
  • Modern Developments in Investments Management, James Lorie and Richard Brealey
  • One Up on Wall Street, Peter Lynch
  • The Little Book of Bull Moves in Bear Markets, Peter Schiff
  • The Maxims of Wall Street, Mark Skousen
  • The New Money Masters, John Train
  • The 7 Deadly Sins of Investing, Maury Fertig
  • Your Money and Your Brain, Jason Zweig