Resources

This page lists books and other reference materials.

Start Here

If You Can by William Bernstein. A great guide on how to start investing. Read this every year to remind yourself.

A new human species. A scientific look at people aiming for Financial Independence.

Investing

Dividend Reference – Articles on dividend investing and dividend paying companies.

Online Brokers for Investing – One stop list of common brokerages and reviews.

Personal Finance

The Simple Dollar : Banking, Investing, Insurance and more.

Credit Cards aren’t bad if used responsibly. See Credit Card Insider for help & guidance as well as credit card reviews.

With the recent Equifax hack, being aware of Scams and Fraud is even more important. Consumersafety‘s guide to avoiding scams & fraud may help.

Track your house value and find local housing prices at Zillow.com.

Books

A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing (Eleventh Edition)
An investing classic and I highly recommend it. Read my review.
The Little Book of Behavioral Investing: How not to be your own worst enemy (Little Books, Big Profits (UK))
Read my review for more details.
Predictably Irrational: The Hidden Forces That Shape Our Decisions
Read my review for more details.
Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence: Revised and Updated for the 21st Century
– Review coming once I’ve finished it!

Sites

morningstar.com Hugely useful resource with stock information, ratio and performance history plus valuations and balance sheets.
dividend.com I use this site for quick lookups on dividend history / increases, current yield and payout ratios.
dripinvesting.org Home of David Fish’s Dividend Champion list of dividend growth stocks
finviz.com Useful stock metrics also used by David Fish. I use this site for future EPS growth values.
finance.yahoo.com I use yahoo’s API for pulling stock data to Excel and also use their dividend payment history data.
vanguard.com The place for low expense ratio mutual funds and commission-free ETFs, plus Retirement accounts and a brokerage.

Apps

Quicken Premier 2017

Even though I do all of my budgeting and account balancing in Excel, I use Quicken Premier 2017 daily to quickly download account information online and see activity in my accounts. My Quicken 2017 review highlights some of the new features and experiences from using it daily.

The one Quicken feature I find most useful is the historical view of investment holdings, where you can easily see the price / cost-basis of your accounts on a given day. I do not use it for budgeting, bill payment, tax calculations and planning calculations but it does all of that too.

Other tools & sites such as Mint, Check or Personal Capital are well worth checking out though, and provide similar features of transaction downloads, budgeting and investment portfolio views while being free to use.

Quote of the day

Guard well within yourself that treasure, kindness. Know how to give without hesitation, how to lose without regret, how to acquire without meanness.

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