Smart Stops on the Web


PORTFOLIO AND MONEY MANAGEMENT SITES

A Plan of Action for Portfolios

www.strategies-tactics.com

This site’s objective is to “maintain an interactive forum within which portfolio management issues can be discussed and explored.” It focuses on the analytic framework and market analysis, in addition to the strategies and tactics, for both portfolio management and risk management. It offers features and a glossary, as well as excerpts from writings on Sun Tzu’s “The Art of War,” with comments on their application to portfolio and risk management.

Find Investment Links Fast

www.geoinvest.com

This investment site is one of many Geo has developed—among them, GeoAuction, GeoInsure, GeoSports and GeoWeather. GeoInvest gives users links to relevant sites and organizes them into categories including stock market insights, free stock research, investor fraud and global investing. The portfolio management and monitoring section includes links to Quicken.com and Thomson Investors Network.

Find Investment Managers Here

www.nelnet.com

Nelson’s Investment Management Network bills itself as “the Internet authority for the institutional investment management industry.” Users can access surveys and analyses of the “world’s best money managers” as well as their rankings. A handy feature on this site is its links to more than 2,700 investment management firm Web sites worldwide.

Asset Management for the New Millennium

www.fee-only-advisor.com

Frank Armstrong, an investment adviser and president of Managed Account Services, Inc., has packed this site with information for portfolio holders to consider while reorganizing or adapting assets for the 21st century. Visitors can sign up to receive the firm’s free newsletter and take advantage of a free consultation and portfolio analysis. The full text of Armstrong’s book, Investment Strategies for the 21st Century, is also available.

Education for Investors

www.aaii.org

The American Association of Individual Investors (AAII) offers interested parties a free two-week trial membership to its site, which provides articles and educational materials about portfolio management and retirement planning as well as stock investing and mutual funds. Among the available articles recently were “How to Invest in the New Global Economy” and “Timing Strategies and the Risk of Missing Bull Markets.”

Bone Up on Financial Knowledge

ourworld.compuserve.com/homepages/Bonehead_Finance

[No www designation is required to access this site.]

Don’t be fooled by the URL—this site offers practical information on money management, including suggestions for budgeting and saving money, mutual fund and retirement planning advice and ways to manage investment portfolios. Also included is a glossary of finance terms and links to many other financial Web sites.

GENERAL INTEREST SITES

An Index to the Internet

lii.org

[No www designation is required to access this site.]

This search engine is maintained by the experts in organizing and categorizing information—librarians. Data is grouped into general categories such as business, computers, education, politics, organizations and science. Those are then subcategorized so users can eliminate extraneous pointing and clicking.

Online Team Investing

www.wevest.com

Log onto this site and join a team of investors with like interests. Create an online portfolio and find a team with similar investment goals. Or post your investing profile and let a team find you. WeVest lets users create their own newsletters as well as subscribe to other teams’ online publications.

A Site for Software

www.findaccountingsoftware.com

This site offers a database for researching accounting software packages for various applications and industries. You can also compare—or be put in touch with a local consultant and have him or her compare—the software packages you’re considering to find the one that most closely fits your needs. Also available are the recent and archived issues of inSITE Magazine, which features articles on selecting accounting software and related topics

An Accounting Portal

www.accountantsworld.com

This portal has something of interest for everyone in the accounting community: It features daily news stories, tax resources, links to accounting associations such as the AICPA and sites for e-commerce, mobile technology and payroll information. Also available are free accounting courses and financial calculators.

SPONSORED REPORT

Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.

QUIZ

News quiz: IRS warning on cyberattacks and a change in pension rules

Once again, the IRS sounds the alarm about a threat from cyberthieves. See how much you know about this and other recent news with this short quiz.

CHECKLIST

Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.