Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETF) and Real Estate Investment Trusts (REIT)



Quick definitions

From Wall Street to Web Street: A Report on the Problems and Promises of the Online Brokerage Industry (New York Investor Protection and Securities Bureau and Internet Bureau)

SEC Examination Report Concerning Day Trading (SEC) The Internet and Online Trading (SEC)

American Association of Individual Investor's Investing Basics

SEC's Edgar Database -- Filings from Public Companies with the SEC

Guidance to Investors Regarding Stock Volatility and On-line Trading (FINRA)

Purchasing on Margin, Risks Involved With Trading in a Margin Account (FINRA)

Yahoo Finance

Mutual Funds Center

Exchange Traded Funds (ETFs) Center

Market Statistics.

Rutgers University Cooperative Extension

Unit 6:  Investing in Mutual Funds

Unit 7:  Tax-Deferred Investing

Unit 8:  Investing With Small Dollar Amounts

Unit 9:  Getting Help: Investing Resources .            

Washington State Department of Financial Institutions (DFI)

Investor Education  


Investing 101

Stocks Basics

Bond and Debt Basics

Mutual Fund Basics

Exploring Real Estate Investments

Brokers and Online Trading

EFT Tutorial

BigCharts – Current and historical stock prices.


Investment & Personal Finance: Tales, Tips & Tools

Beyond Stocks and Bonds: Learning about Futures, Options, Derivatives, and More

CNN's Money 101

Investing in stocks

Investing in mutual funds

Investing in bonds

The National Association of Real Estate Investment Trusts

Investing in Bonds

TRL Databases:

Morningstar Investment Research Center
Morningstar Stocks, Mutual Funds, Exchange traded funds, Industry and sector information, market analysis, .

Business & Company Resource Center  
Company and Industry information Ratings
The Street Information for initial purchase and evaluation of a stock or mutual fund investment.


The Wall Street Journal - Complete Money & Investing Guidebook by Dave Kansas
332.6 KANSAS 2005
See especially:

  • Chapter 1 – Stocks;
  • Chapter 2 – Main Street;
  • Chapter 3 – Bonds;
  • Chapter 4 – Wall Street;
  • Chapter 6 – Mutual Funds (includes section on ETFs);
  • Chapter 10 – section on REITs Real Estate Investment Trusts.  

Wall Street Journal Guide to Understanding Money and Investing by Kenneth M. Morris
332.632 Morris 2004
See especially: Stocks – pg 36-83, Bonds – pg 84-105, Mutual Funds – pg 106-125.

Investing for Dummies by Eric Tyson
332.6 TYSON 2006
See especially:

  • Chapter 1 – Examining Your Investment Choices;
  • Chapter 4 – Looking at the Mechanics of Stock and Bond Markets;
  • Chapter 5 – Building Wealth with Stocks;
  • Chapter 6 – Investigating and Purchasing Individual Stocks;
  • Chapter 7 – Exploring Bonds and Other Lending Investments;
  • Chapter 8 – Selecting Mutual Funds: Stock, Bond and Money Market Funds;
  • Chapter 9 – Choosing a Brokerage Firm;
  • Chapter 16 – Selecting Investing Resources;
  • Chapter 17 - Perusing Periodicals, Radio, and Television;
  • Chapter 18 – Separating the Best from the Rest: Investment Books;
  • Chapter 19 – Investigating Internet and Software Resources.

Barron’s Dictionary of Finance Terms
650.03 FRIEDMAN 1994