Business Exchange » morningstar

Morningstar’s Woman’s Guide to Money Matters

dboerner — Fri, 13 Mar 2009 17:23:27 +0000

Morningstar has provided a guide for money management and investing tips for women and has given permission for it to be posted on blogs.

Report Sections:

Setting a Budget (and Sticking to It!)
How to Set Up an Emergency Fund
A New Financial You in 30 Days
Closing the Gap on the Wage Divide
Advice for the Soon-to-Be-Divorced
What to Do When You’re Widowed
Taking Care of Your Parents
Six Money Tips for Part-Time Workers
Where to Turn for Emergency Cash

Here is the report: The Woman’s Guide to Money Matters

Morningstar’s Investing Classroom

dboerner — Fri, 27 Feb 2009 18:08:29 +0000

Here’s another useful feature in TCU’s database, MorningStar (I’m quoting from their email):

“If you go to the Help and Education page of Morningstar Investment Research Center, you will find our Investing Classroom. There are courses on stocks, mutual funds, and portfolio analysis. The nice thing about Investing Classroom is that it can help anyone–from the novice to the expert. You will find course levels ranging from basic terms at the 100 level to derivatives and contemporary theories at the 500 level.”

Just click on the Help and Education tab. Remember, our database only allows 2 simultaneous users, so if you get a strange (i.e., non-TCU) password screen, wait a few minutes and try again.

Double click the screen shot below for an indication of what you will find:

Morningstar’s Guide to Green & Socially Responsible Investing

dboerner — Fri, 06 Feb 2009 17:55:54 +0000

Morningstar Rocks! They keep sending free investment reports and giving permission for those reports to get posted onto blogs. SO- here a Morningstar report on how to invest in “green” and “socially responsible” companies. Reports within the pdf include: 1) Socially Responsible Investing, 2) Going Beyond the Hype of Green Investing, 3) Carbon Regulation, 4) Energy Investing in a Carbon-Conscious America, and 5) Can you Build an Excellent All-SRI Portfolio?.

Here’s the report: Guide to Green and Socially Responsible Investing

Enjoy!

Morningstar’s Where to Invest 2009

dboerner — Wed, 14 Jan 2009 15:43:35 +0000

One of our database vendors, Morningstar, sent their analyst’s investment report for 2009 with permission to put on a website. So I am. There are 4 different reports in the pdf file: 1) 10 Best Companies in the World, 2) The Best Funds for 2009, 3) Retirees’ 2009 Survival Guide, and 4) Clip and Save: 20 Common Investing Mistakes. Enjoy!

Morningstar Report: wheretoinvest09

SBBI

dboerner — Thu, 11 Dec 2008 21:24:47 +0000

The TCU database, Morningstar, contains the Ibbotson Stocks, Bonds, Bills, and Inflation (SBBI) Classic Yearbook which contains historical market information. This report provides data and analysis of both domestic and international markets. The report in the database is for 2007, but does contain some historical data within it.

To get to the report, click on the ‘Industries’ tab at the top of the page. The report link will be on the bottom, left-hand side of the page (see screen shot below). Note: Our subscription only allows 2 simultaneous users in the database, so be sure to click ‘end session’ when you exit to allow others in more quickly.