Brokerage Firms/Investment Houses

It's no surprise that brokerage firms and investment houses maintain a pretty active web presence. However, having fancy sites to advertise their services and cater to current investors doesn't necessarily mean that the sites are useful to those not investing with that particular firm or not interested in on-line trading.

I have a decided lack of interest in on-line trading and neither am I particular interested in many of the on-line investor services offered (tracking account balances, transfering funds, etc...). Instead, I have an eye for information that provides investment and money management assistance.

The 401(k) is fabulous for learning about 401(k)s. Discover Brokerage and Vanguard Group are great sources for general investment education. E*Trade is a great place to research a company or mutual fund and has free real-time quotes.

 

The 401(k)

Newsletters on various aspects of 401(k) plans. Lots of 401(k) literature, glossary, FAQ, links. *An excellent place to learn about 401(k) plans.*

Accutrade

Asset allocation worksheet.

Charles Schwab

Daily price chart and recent company headlines by ticker symbol, multiple quotes, charts, economic and company news, market statistics, analysis and opinion. Eclectic financial tool kit--lots of glossaries, company financial data and profiles from Hoover's, fundamental company data from Stock Smart, performance data on industries and sectors from Stock Smart, company reports from Wall Street Research Network. Weekly industry closeup. Not an intuitive site to navigate.

CompuTEL

Free news and research from Reuters.

Discover Brokerage

Extensive section of investment calculators, Wall Street Journal Guide to Understanding Money and Investing, fast markets information, investing glossary, IRA information and worksheets, quotes and graphs, historical analysis modeling that describes interesting market activity.

DLJdirect

Variety of quote options, lots of news (Reuters, AP, etc..), excellent categorized market news, great variety of research topics and sources (some only available to customers).

Dreyfus Brokerage Services

Good market watch section--excellent category selection with lots of data sets. News by ticker symbol. Links.

E*TRADE

*Extensive* research by ticker symbol--research, charts, views, options. *Free* real-time quotes. Lots of mutual fund information--research a fund, fund fact sheets (didn't have all the Vanguard Group funds). Some of the fund data is actually from Morningstar. Cool fund finder.

Fidelity Investments

Mainly a sales tool with a bit of tracking information for customers.

Janus

Sales and advertising.

J.P. Morgan & Co. Incorporated

Market research available to customers.

Merrill Lynch

Nice market pulse section--statistics on all major indices. Daily market summary for Merrill Lynch customers. Midday and closing market commentary, Some research available for free, more to Merrill Lynch customers. Some unique news and commentary. Not an intuitive site to navigate.

Prudential Securities

Stock, bond, and treasury commentary (audio and print formats), technical outlook, market data, investment personality quiz, some investment planning advice.

Salomon Smith Barney

Lots of information, news and educational information. Financial consultant, market commentary, research headlines, investment strategies. Financial planning section.

Scudder

Market summary, quotes and news by ticker symbol. Quotes by industry. Currency, interest, commodity, and margin rates.

TIAA-CREF

Lots of TIAA-CREF statistics. Library section with annual reports, investor education, research dialogues, quizzes, links.

Vanguard Group

Investor education--University with a series of educational "courses" on mutual fund investing, Library with articles on a variety of investing topics, glossary. Planning resources including tax, retirement, and personal. Market summary with business briefs and economic numbers.

 

Links

Main Broker Guide: Alphabetical

 

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©1999 Marjorie Ann Piech. All Rights Reserved.

Updated 7/13/99