It’s the end of the year, and for many people, that means adjusting their portfolios. If you have a large enough portfolio, you might qualify for assistance from an investment firm. But if you don’t, where do you turn?
The library can help. We subscribe to Morningstar® Investment Research Center. This service brings a wealth of information (yeah, I meant to say that) to wealth management. Look up your stock or mutual fund and see a chart showing how it’s performed over a period of time – from one day to ten years. Read what analysts say about the performance and value of the stock/fund. There are so many metrics to choose from to evaluate your portfolio.
And if it’s time to change up the mix, you can use the stock screener or fund screener to identify investments that meet your needs. For instance, you can search for stocks that give dividends or mutual funds that do not charge fees. You can also search by sector or fund category.
Find Morningstar® Investment Research Center by following this path: Library Home Page -> Electronic Resources -> Business -> Morningstar®. Choose from either In the Library or At Home. You will need to enter your library card number if you are at home. The only caveat is that only one user can be logged in at a time, so please remember to end your session when you are finished.
Want to learn more? We are offering a class on how to use this fantastic resource on Thursday January 29th at 7pm. To register, stop by the library, call 732-583-9100, or email Jill at email@example.com.
This post was written by Jeanette W.