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
John C. Bogle (Hoboken : Wiley, 2010)
HG4530 .B633 2010

The Intelligent Investor: A Book of Practical Counsel
Benjamin Graham (New York : Harper and Row, 1985)
HG4521 .G665 1985

Magic Numbers for Bonds and Derivatives: How to Calculate 25 Key Ratios for Investing Success
Peter Temple (Singapore : Wiley, 2005)
HF5681.R25 T446 2005

A Random Walk Down Wall Street: The Time-tested Strategy for Successful Investing
Burton Malkiel (New York : Norton, 2007)
HG4521 .M284 2007

Stocks for the Long Run: The Definitive Guide to Financial Market Returns and Long-Term Investment Strategies
Jeremy Siegel (New York : McGraw-Hill, 2002)
HG4661 .S53 2002

Magazines and Newspapers

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):
-- Letter
-- Personal Finance Magazine

Money (Via Business Source Complete)

Wall Street Journal (via Proquest)

Investment Advisory

SourceDescription
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.
  • Morningstar ETFs 150 annual sourcebook:
    HG6043.M67 Latest in Reference
  • Morningstar Funds:
    HG4530 .M664 Latest in Reference
  • Morningstar Stocks 500:
    HG4915 .M67 Latest in Reference
Standard and Poor's Publications
  • Outlook - weekly investment advisory newsletter
    Shelved at Circulation Desk: Request no. 6
  • Standard Corporation Descriptions (aka Standard Corporation Records)
    HG4501.S76636 Reference
  • Stock Reports
    Business summary, short balance sheet, stock beta, analysis and prospects for 3,000 companies on NYSE, ASE, NASDAQ, and regional exchanges.
    HG4905 .S445 Reference
  • Security Owner's Stock Guide
    S&P indices stocks: Ratings, price range, capitalization, dividend yield, financial position.
    Shelved at Circulation Desk: Request no. 8
Thomson ONE Analyst reports from investment banks via Thomson ONE.
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
Librarians are available at the Reference Desk to assist you during these hours:
Monday - Thursday: 1 - 6 pm
Friday: 1 - 4 pm
Where Do I Find? (a brief guide to finding various types of business information)

Questions? Ask your business librarians.