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Success Starts Here for Financial Planning

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Finacial PlanningMost people think the library's database collection is intended to aid students with their research, but the collection goes further, assisting you with many major decisions in your life.  For instance, did you know the library subscribes to a number of business databases designed to help you with your financial and investment planning? Valueline, Morningstar, Kroll Bond Ratings (formerly Lace Financial) and Mergent Online provide you with valuable information.

  • Kroll Bond Ratings This service has expert ratings that allow the user to compare the financial health of every FDIC insured bank and savings and loan and every natural-person credit union;  including nearly 17,000 domestic and international financial institutions. 

  • Mergent Online one of the most complete historical financial databases available today, Mergent contains information on over 50,000 companies worldwide, including contact information, executive biographies, financials, histories, stock information, and annual reports.

  • Morningstar provides information on over 18,000 stocks and mutual funds and in-depth reports for approximately 4,000 of those by a team of Morningstar analysts, which give up-to-date quantitative and qualitative analyses. Morningstar  is designed to provide information to assist investors in making decisions about stocks, funds, industries, and portfolio makeup.

  • Valueline  provides a wealth of in-depth financial information, in-depth full-page reviews and incisive analyst commentaries on approximately 1,700 of the most actively traded stocks, in over 90 industries, with historical and current financial results, price and earnings projections, charts and rankings.

These electronic resources can help in every step of creating your Financial Plan and are available in the library and from your home computer with a library card or an e-card. E-cards, which are available online, can be converted to a regular library card at any of our branches. The link to our e-resources is www.pbclibrary.org/databases/

Posted: 03/24/2011

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