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.
8-27-10 Profit by betting against the crowd
8-26-10 Why are companies acquiring instead of hiring?
8-25-10 Wall St. – Truth or bunk?
8-24-10 Long term opportunities
8-23-10 Stock in for the Summer slip n slide
8-20-10 More women investing, with less confidence
8-19-10 Should you buy on margin
8-18-10 ETFs for everyone except you
8-17-10 8 ways to tell if your mutual funds still fits
8-16-10 Two flashing trends
8-13-10 How much do you really know about gold?
8-12-10 Getting info about companies
8-11-10 Low fee funds offer higher returns
8-10-10 How to prepare for rising interest rates
8-9-10 What investors should know about financial reform
8-6-10 Investing in your twenties
8-5-10 10 smarter ways to reach your retirement goals
8-4-10 Investor psychology quiz
8-3-10 10 steps to building a complete portfolio
8-2-10 The new normal
7-30-10 Automatic investing
7-29-10 Luxery beats quality
7-28-10 What makes a company great?
7-27-10 Questions to ask your financial advisor
7-26-10 High quality stocks for sale
7-23-10 Keeping an eye on the frontier markets
7-22-10 The psychology of real estate
7-21-10 Playing retirement account catch-up
7-20-10 Why there are always stocks worth owning
7-19-10 4 strategies to help ETFs work for you
7-16-10 Absolute return funds: Not always what they seem
7-15-10 Gift and estate taxes explained
7-14-10 Reverse mortgaes a better deal now?
7-13-10 Online investment scams
7-12-10 Income strategies for retirees
7-9-10 Steering through the storm
7-8-10 Does an ‘Individual’ 401K make sense for you?
7-7-10 Index investing – A guide
7-6-10 New bargains overseas
7-5-10 Investors see the market’s biggest risk
7-2-10 Pullbacks make pockets of value
7-1-10 Stocks to guard your portfolio
6-30-10 The most important investing lesson of all
6-29-10 What is your investing strategy?
6-28-10 The Week Ahead
6-25-10 Recognizing a double dip
6-24-10 Fix the SEC, or abolish it?
6-23-10 Online investing security
6-22-10 What some investors never learn
6-21-10 The week ahead in stocks
6-18-10 The wisdom of Peter Drucker
6-17-10 Investors see the market’s biggest risks
6-16-10 Protecting your portfolio
6-15-10 The reluctant recovery
6-14-10 How the oil spill is sabotaging stocks
6-11-10 How to build a portfolio from scratch
6-1o-10 Should you drop your underperforming stock now?
6-9-10 Where the wwealthy (and scared) invest
6-8-10 The rise of the mega rich
6-7-10 Is a reversal in order in Latin America?
6-4-10 5 tips for a more stable portfolio
6-3-10 Online brokerage accounts and security
6-2-10 Is now the time to invest in Japan
6-1-10 Raising money-smart kids
5-31-10 Investor explore frontier markets
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.
Here’s a retirement contribution limit guide. Adhering to these limits is important because otherwise you may have to pay an excise tax on the surplus. In other words, you just wrote a very large check to the IRS!
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.
