Course Guide
UGBA 196-1 Personal Financial Management
Fall 2010
The following online and print resources provided by the Long Business Library are key to finding information required for this course. Use the Library proxy Server to access the electronic resources from off-campus.
Books
| Use the OskiCat catalog to search for books. Finance -- personal, investments, portfolio management, and retirement income are all subject headings in OskiCat. Choose the subject search box and restrict the search to the Long Library by choosing Business & Economics Library from the location menu. E-books may be located and used online through Ebrary.
In addition to the assigned text book, the library carries many popular personal finance titles. Some examples of popular titles include are below. Check OskiCat for current availability of each title. Common Sense on Mutual Funds
The Intelligent Investor: A Book of Practical Counsel
Magic Numbers for Bonds and Derivatives: How to Calculate 25 Key Ratios for Investing Success
A Random Walk Down Wall Street: The Time-tested Strategy for Successful Investing
Stocks for the Long Run: The Definitive Guide to Financial Market Returns and Long-Term Investment Strategies
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Magazines and Newspapers
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To access online versions of these titles from off campus, please use the Library Proxy Server.
Consumer Reports (via Lexis Nexis) Kiplinger (via Business Source Complete):
Money (Via Business Source Complete) Wall Street Journal (via Proquest) |
Investment Advisory
| Source | Description |
|---|---|
| Mergent Online | Company Reports: History, description of business and property, financial statements, management, debt, capital and other key data. Industry reports: Current environment, industry profile, major companies and their performance, market trends and outlook. |
| Mergent Manuals
(in print) |
A reliable source for financial information about companies in a given industry.
HG4961 .M6* Latest are in Reference, unless noted otherwise. Latest issue of weekly updates available online. |
| Morningstar Publications
(in print) |
Ratings, brief description, historical performance.
|
| Standard and Poor's Publications |
|
| ThomsonOne | Analyst reports from investment banks via ThomsonOne.
Choose "Screening & Analysis -> Research" on the left sidebar. Must be accessed using Internet Explorer. |
| Mergent Online | Individual company and industry reports. Includes mutual funds, options, convertibles. Updated daily |
| BONDS | |
| Mergent Bond Record | Global ratings for corporates, convertibles, governments, municipalities. Price range, yield to maturity, call dates, date issued, current call prices, upgraded, downgraded, withdrawn, retired, matured, redeemed, new preferred stock, etc. Monthly with annual compilation
HG4905 .M781 Reference |
| Standard & Poor's Bond Guide | Ratings, fixed charge coverage, long-term debt, capitalization, price range, current yield and yield to maturity. Frequency: Monthly
Shelved at the Circulation Desk: Request no. 3 |
Other Useful Information
Long Library homepage
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