WIBC: The News and Talk of Indianapolis
 

Resources from "Investing Sense"

Each week, we take calls from people who want more information about how to approach investing in a sensible manner. Because many of the questions are similar in nature, we've created and will continue to add to a reading list for those wanting to learn the rights and wrongs to investing.

The books are available at most bookstores (brick-and-mortar plus their online presence) as well as on Amazon.com.

  • The Total Money Makeover, by Dave Ramsey
  • The Richest Man in Babylon, by George S. Clason
  • The Automatic Millionaire, by David Bach
  • Napoleon Hill’s “A Year of Growing Rich,” by Napoleon Hill
  • The Five Major Pieces to the Life Puzzle, by Jim Rohn

Links to Articles
Check back here every so often to catch new or updated links to articles related to some of the topics you hear us talk about every Saturday on "Investing Sense."

Select "Investing Sense" Commentary Reprints
Each Saturday, we may focus on one concept more than others, and we typically elaborate on these ideas within our weekly market commentary.

5.5.2007
The psychological challenges of investing. (PDF)

Investment Calculator(s)
Curious about your financial situation? Check out these financial calculators to learn more and begin the process of planning for your current and future fiscal independence!

Investment Tool(s)
We may refer to one of the following during the weekly Saturday broadcasts. Click through to learn more and use these investment tools for your own financial planning.

Bureau of Labor Statistics Inflation Calculator

Investor Alerts
As with any important endeavor, you really have to be careful with your investing. What should you look for in an investment? Better yet, what should you avoid at all costs?

Below are some of the more pertinent Investor Alerts and articles that we have collected from various sources including-but not limited to-the Wall Street Journal and the website for the National Association of Securities Dealers (NASD). Read more, and arm yourself with knowledge!

Morningstar mutual fund search
Each week, Denny talks about how to access and sort through the Morningstar website. Now, you really can obtain decent research information about your mutual funds. Here’s what you need to do:

  1. Click to www.morningstar.com.
  2. In the top menu bar, click Funds.
  3. In the left-hand margin column, click Instant X-Ray.
  4. Enter each fund’s ticker symbol in the field(s), one ticker per field (left column).
  5. Enter the holding value (in dollars) for each mutual fund (right column). (Note: The total dollar value of the portfolio should appear in the field at the bottom.)
  6. Click Show Instant X-Ray.

And that’s it! You’re now well on your way to getting the solid financial information about your investments that is so vital within the portfolio decision-making process.