Thanks to a grant from FINRA, the library is now able to offer Morningstar financial reports both in print and online. Click here to go to the library’s financial links page to log on to the Morningstar site. The new subscriptions to the print version of Value Line and Kiplinger’s newsletters will begin soon. The goal of the library in seeking the FINRA grant is to help create a financially literate community and to make online financial tools more accessible for library users.
Morningstar Investment Research Center is an all-inclusive investment research database. It features data and analysis on over 13,000 international and domestic stocks, 24,000 mutual funds, and more than 1300 exchange traded funds. Plus, the database boasts a comprehensive Help and Education Center, Portfolio X-Ray and robust screening tools. Morningstar will be available in print at the library and online through the library’s website.
Kiplinger’s Personal Finance is a magazine that has been continuously published, on a monthly basis, from 1947 to the present day. It was the nation’s first personal finance magazine, and prides itself on delivering “sound, unbiased advice in clear, concise language.” It offers tips and tricks on managing money and achieving financial security, as well as information and practical guidance on saving, investing, planning for retirement, paying for college, and buying automobiles, homes and other major purchases.
The Value Line Investment Survey is a stock analysis newsletter that is updated weekly and kept by subscribers to the print edition in a large black or green binder.
FINRA, the Financial Industry Regulatory Authority, is the largest independent regulator for all securities firms doing business in the United States. FINRA’s mission is to protect America’s investors by making sure the securities industry operates fairly and honestly. All told, FINRA oversees nearly 4,540 brokerage firms, about 163,675 branch offices and approximately 631,725 registered securities representatives.
The grant from FINRA will also enable the library to publish a quarterly newsletter during the coming year, host a monthly Brown Bag Lunch series on pertinent personal finance topics, and offer a free copy of Quicken software to participants, as well as the subscriptions to Morningstar, Kiplinger’s and Value Line.