July 1, 2000: Online Investment Strategies
Books
•   How to Make Money in Stocks, William J. O’Neil, (McGraw Hill, 2nd edition, 1994).
•   The Wall Street Journal Guide to Understanding Money & Investing , Kenneth M. Morris, Virginia B. Morris, Alan M. Siegel (Fireside, 1999).

Web Sites
•   www.nasd.com/ – Web site for the National Association of Securities Dealers - a wealth of information on investing, as well as a resource for checking credentials of brokers and firms. The Office of the Ombudsman takes and acts on investor complaints.
•   www.sec.gov/ - Site for the U.S. Securities and Exchange Commission - regulators of the U.S. markets.
•   www.troweprice.com/mutual/troweMutualFundsHome.html - Information on the T. Rowe Price Science and Technology Fund.
•   www.prototypecareerservice.com/ - Prototype Career Service, Amy Lindgren’s career counseling and training firm.
•   www.fpanet.org/plannersearch/index.cfm - The Financial Planning Association’s Consumer’s Service and Planner Search.
•   www.fool.com/taxes/taxes.htm - The Motley Fool Tax FAQ page.

July 8, 2000: Your Money Manager

Web Sites
•   www.fairisaac.com – Web site for Fair, Isaac and Company, a company that collects consumer data and maintains a credit scoring system used by mortgage companies and other lenders.
•    Gary Weiss’s article, "The Mob on Wall Street" from businessweek.com
•   www.prototypecareerservice.com - Prototype Career Service, Amy Lindgren’s career counseling and training firm.
•   www.cme.com - The Chicago Mercantile Exchange Web site
•   www.cme.com/market/fairvalu.html - Determining the Relevant Fair Value(s)of S&P 500 Futures: A Case Study Approach.

July 15, 2000: International Investing

Stock Fraud and Scams
•   www.nasd.com/ – Web site for the National Association of Securities Dealers - a wealth of information on investing, as well as a resource for checking credentials of brokers and firms. The Office of the Ombudsman takes and acts on investor complaints.
•   www.sec.gov/ - Site for the U.S. Securities and Exchange Commission - regulators of the U.S. markets.
•    www.framed.usps.com/postalinspectors - The law enforcement arm of the U.S. Postal Service investigates mail fraud and other illegal activities.

Checking Insurance Company Ratings (check the business section of your public library for the following journals)
•   Best’s Review – www.ambest.com
•   Best’s Insurance News
•   Moody’s Bank and Finance Manual (includes insurance companies)
•   Standard and Poor’s – www.standardpoor.com/ratings/insurance/index.htm

Roth IRA
•   www.rothira.com

Evaluating Fund Management (Newspapers and periodicals online and in print)
•   www.wsj.com – The Wall Street Journal (online paid subscription)
•   www.businessweek.com – Business Week magazine (online paid subscription)
•   www.forbes.com/forbes/current/ - Forbes magazine
•   www.nytimes.com/yr/mo/day/business/ - New York Times business section
•   www.fortune.com/fortune/ - Fortune magazine

Researching Venture Capital
•   www.avce.com/files/articles.html – American Venture magazine
•   www.wired.com/news/business - Wired magazine business
•   www.fortune.com/fortune - Fortune magazine
•   www.businessweek.com – Business Week magazine (online paid subscription)

Books
•   The New New Thing: A Silicon Valley Story, Michael Lewis (W.W. Norton & Company, 1999) – A biography of Jim Clark, founder of Silicon Graphics and Netscape. The book chronicles the conception and process of funding and marketing Healtheon, Clark’s third high-tech company.

July 22, 2000: Psychology and Investing

The New Economy
•   The Wealth of Choices: How the New Economy Puts Power in Your Hands and Money in Your Pockets by Alan S. Murray (Times Books, June 2000)

Couples and Money
•   For Richer, Not Poorer: The Money Book for Couples by Ruth Hayden (Health Communications, 1999)

Checking Your Credit Report
•    www.experian.com/product/consumer/fee.html - Experian: 888-397-3742
•   www.transunion.com/Consumer/ - Transunion: 800-888-4213
•    www.equifax.com/consumer/product/select/web/choice - Equifax: 800-997-2493

July 29, 2000: Mid-Year Tax Planning Strategies

Late Start Investing
•   The Retirement Catch-up Guide: 54 Real-Life Lessons to Boost Your Retirement Resources Now! by Ellen Hoffman (Newmarket Press, August 2000)

Taxes and IRAs
•   www.edslott.com – CPA Ed Slott's web site with past issues of The IRA Advisor Newsletter
•   www.rothira.com – a site that thoroughly covers the Roth IRA.

Books
•   Stocks for the Long Run : The Definitive Guide to Financial Market Returns and Long-Term Investment Strategies by Jeremy J. Siegel, Peter L. Bernstein (McGraw-Hill, April 1998, 2nd edition)
•   Rich Dad, Poor Dad : What the Rich Teach Their Kids About Money That the Poor & Middle Class Do Not! by Robert T. Kiyosaki (Warner Books, April 2000)
•   Bogle on Mutual Funds: New Perspectives for the Intelligent Investor by John C. Bogle (Dell Books, October 1994)
•   The Warren Buffett Way : Investment Strategies of the World's Greatest Investor by Robert G. Hagstrom (John Wiley & Sons, March 1997)
•   What Are Stocks Really Worth? The Smart Value Formula for Buying Low and Selling High by John B. Malloy (Analytical Books, September 1998)

Web Sites
•   www.accredited.com – Site for Accredited Investors, Ross Levin's financial planning company.
•   www.berkshirehathaway.com/ – Site for Warren Buffet's holding.
•   www.hsh.com/library.html#reverse-info – Information on reverse mortgages. HSH is an independent service that provides current mortgage information.
•   www.hud.gov:80/rmtopten.html – The Department of Housing and Urban Development's web site list of the "Top Ten Things to Know About Reverse Mortgages."
•   www.fanniemae.com – Fannie Mae is a former government agency that became a private lending institution. Search on "reverse" for several articles on reverse mortgages.
•   www.financialengines.com/ - a site with numerous calculators to help project outcomes on different financial situations. It offers a free financial "forecast", but readers must subscribe to use all of the site offerings.
•   www.troweprice.com – site for the investing company offers various calculators for tax planning and investing.