Smart Stops on the Web


A Plan of Action for Portfolios

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

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 and Thomson Investors Network.

Find Investment Managers Here

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

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

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

[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.


An Index to the Internet

[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

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

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

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.


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.


Building process maps: Template and instructions

Documenting your financial close process and finding opportunities for automation are more important than ever. Our customizable slide deck has instructions, a risk assessment questionnaire, and bonus checklists that will help you map out your process.