Morningstar
Your Public Library May Be a Resource
Your local public library very likely offers valuable investment data. The idea of using a library might seem out of date. But nothing could be further from the truth. Until recently I had not visited a library in years. Things like cost basis research used to warrant a trip from time to time. But the …
A Comprehensive Source for Closed-End Fund Information
CEF Connect is a well-constructed website dedicated to data on closed-end funds. It is sponsored by Nuveen and therefore ad-free. This is a smart move. Every time you go to their site you see the company name and they did it without adding layers of content from third-party marketing services. No registration is needed. There …
Interpreting Morningstar’s “Growth of 10K” Graphs
When I had less experience Morningstar’s “Growth of 10K” charts impressed me. They made mutual fund investing appear to be a lucrative and easy strategy. Mutual funds are certainly useful. But the “Growth of 10K” chart should not be the sole basis for decision-making. Morningstar (morningstar.com) is a fantastic source of free data for investors. I …