Investtalk InvestAbility Center
Welcome to this one-stop resource for Investtalk listeners
Whether you want to know how to determine the true value of a stock, how to figure out what you need to save to meet your retirement goals, or what methods you can use to protect your retirement portfolio from future losses, the Investtalk InvestAbility Center is here to help.
Whether you’re just starting out or your retirement is around the corner, we want to help you learn how to build your portfolio. Take advantage of our free reports, webinars, links and other resources.
Feel free to email Steve a question and participate in all of our online resources. You can also call our 24 Hour Question Line at 888-99-CHART. (888-992-4278) Steve will have an answer for you on the next program or by email if you’d like.
Smart Reports -
Portflio Checklist and Thinking Outside the Stocks
(You’ll need Adobe Reader to view these)
1. Checklist For A Healthy Portfolio – PDF – This guide will help you accomplish two things: First, organize your thinking about your retirement portfolio. Second, prepare you to meet with a professional and get the most out of that meeting. Getting organized will help calm down this nervous market.
2. Thinking Outside The Stocks – PDF – How do you uncover the next big boom? Are smaller companies that were beaten down by the economy going to be the emerging markets of tomorrow?
Talking Points
Links to selected topics discussed on Investtalk and enriched by content from leading online information sources. Click on the topic to link to the source article.
1-29-10 After hours trading
1-28-10 The logic of corrections
1-27-10 10 Tax moves to make in 2010
1-26-10 Should I worry about Bernanke’s reappointment?
1-25-10 Investing for kids
1-22-10 Lasting lessons from the 2009 rally
1-21-10 Learn from the World’s great investors
1-20-10 6 misconceptions about dividends
1-19-10 4 smart fixes for your 401K
1-18-10 Top stocks of the decade
1-15-10 What I’m doing to fix my portfolio
1-14-10 How poker can make you a better investor
1-13-10 Is this company really earning money?
1-12-10 6 steps to retirtement satisfaction
1-11-10 Risk and Return trade off
1-8-10 Goal based investing
1-7-10 Can you outsmart the market?
1-6-10 Protecting your financial portfolio
1-5-10 Top financial planning tips for 2010
1-4-10 Good year, bad decade
1-1-10 Is this company really earning money?
12-31-09 How and where to invest
12-30-09 Favorite senior scams
12-29-09 The reasonable resolutions for 2010
12-28-09 The case for commodities
12-21-09 Fund investors biggest mistakes
12-22-09 How young investors can get started
12-23-09 Top stocks of the decade
12-24-09 The Wash Rule
12-25-09 Redefining Emerging Markets
12-18-09 Reviving your 401k
12-17-09 No concensus on the 2010 economy
12-16-09 Is this company really earning money?
12-15-09 Listen to your portfolio
12-14-09 Top six financial planning tips
12-11-09 Is your comfort zone holding you back?
12-10-09 10 gadgets of 2009
12-9-09 5 ways to rethink your retirement plan
12-8-09 How to use a 529 plan
12-7-09 Corporate America’s huge pile of cash
Retirement Calculators
Retirement Income Calculator – Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement. Your annual savings, expected rate of return and your current age all have an impact on your retirement’s monthly income. View the full report to see a year-by-year break down of your retirement savings.
Helpful Links
Start with Kiplinger.com, which offers reams of statistical data. Try Yahoo! Finance for links to annual reports, quarterly statements and shareholder conferences with management.
To help put the statistics in context, Research Wizard, at MSN Moneycentral, lets you see how one stock stacks up against its peers based on different statistics. Use Research Wizard to compare funds, too.
Each week stacks of economic and market reports are published for all to see. Some are more important than others. These are the ones traders look to for clues to the health and future of the market . Here’s a list of the key ones from InvestorWords.com. Ten major economic resports.
Another great online tool is PriceWaterhouseCoopers’s Edgarscan.
Edgarscan quickly fillets quarterly and annual balance sheets, plus income and cash-flow statements. Its Benchmarking Assistant then displays that data in bar charts and can compare a company’s results with its peers’ performance over the past ten years.
The most comprehensive and least expensive subscription-based service is a premium membership at Morningstar.com.
Recently priced at $109 a year (with a two-week free trial), it will give you access to all of Morningstar’s analytical tools and commentary on stocks, funds and the overall market.
