Smart Stops on the Web

A Great Site to Start

If you want to dive into mutual funds but are unfamiliar with how they work, this site is a good springboard. It features a frequently asked questions section and guidelines on how to use mutual fund data, as well as a glossary of terms. The Weekly Category Spotlight section ranks funds according to their characteristics, performance and level of risk.

Invest in a Visit Here [No www designation required.]

This site’s target user is the individual investor. It offers a personal portfolio tracker and financial and investment news sections, as well as brokerage analysts’ top investment picks. The My Portfolio and Research Tools sections allow users to keep their investments well organized.

Investment News Online

In addition to providing research tools, breaking news and investment strategies, this site also offers a detailed list of stocks in four categories—top stocks, most active, big gainers and big losers. Also available are discussion threads, financial yellow pages and frequently asked questions.

A Center for Mutual Funds

The Mutual Fund Education Alliance sponsors the Mutual Fund Investor’s Center site, which includes various investment data, educational resources and a pressroom with timely news and information. A section listing more than 100 key mutual fund definitions is also available, as well as model portfolios on saving for retirement or children’s college educations.

For the African-American Investor

The Coalition of Black Investors (COBI) created this site as “the place where black investors communicate.” Site offerings include financial calculators for college savings, debt reduction, mortgages and retirement as well as a beginner’s glossary of investment terms. A directory of COBI members is also available.

Investing in Women

The Women’s Equity Mutual Fund offers its online newsletter and a performance chart for its investment portfolio at this site. The group is a proponent of socially responsible investing and offers opportunities to invest in public companies that “advance the social and economic status of women in the workplace.” The site includes sections on funds’ criteria for choosing which companies to invest in and on frequently asked questions.


A Site for The Global Profession

The International Federation of Accountants’ site offers information for and about the global accounting and auditing community and provides news releases, standards, guidance and forums for accountants worldwide to share information. There are also offerings on international assurance services, financial reporting and auditing.

A Resourceful Site

The Advisor Resource Alliance site features more than 80 video presentations, tutorials and guidance on topics such as business valuations and appraisals, middle-market mergers and acquisitions, and organizational visioning. A resource directory and a list of frequently asked questions are also included. Access to this site is available only if users download a media player, which takes approximately 10 minutes.

A Society’s Site

The National Society of Accountants’ (NSA) site offers a search engine to help users find qualified professional accountants, tax preparers and financial planners who are NSA members in their area. Tax research tools and financial calculators are available in five categories—home financing, investment, leasing, personal financing and retirement. The site also includes affiliated state organizations and profiles of members’ companies.

Tech Help Wanted

Free registration allows information technology personnel to post resumes online and search the job center. The site breaks down searches by skills, location and region. Also included are technology and market news sections, links to human resources publications and Web sites and a page called Tek Experts—a discussion forum for technical subjects.

A Site for Women

This site bills itself as “the first full service ISP and Internet portal for today’s woman.” The Amber Foundation, a not-for-profit organization, whose aim is to further the success of online businesses for women, offers news and guidance on how to make an online venture a success. There are links to free online “goodies,” as well as to government agencies, translators and media lists.


Get your clients ready for tax season

These year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.


Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.