One of our most consistently popular databases, Morningstar Investment Research, contains mutual fund and stock ratings and reports, including detailed analyst reports. Morningstar is a respected and reliable source of independent investment analysis for all levels of fund and stock investors, ranging from inexperienced beginners to sophisticated experts.
Morningstar has implemented quarterly interactive webinar workshops for 2014 which can be tied into PA Forward’s Financial Literacy initiative[http://pala.affiniscape.com/associations/9291/files/LITERACYfinancial.pdf]
These workshops are hosted by a Morningstar Specialist and will cover different investing concepts. Sessions can be used for your own in-library viewing party or used to leverage your educational programs.
Below are the dates, presenters and topics for the series.
- March 27th: Christine Benz: Retirement Planning – completed, click here for playback
- June 19th: Josh Peters: Dividend Paying Stocks – completed, click here for playback
- September 25th: Adam Zoll: Financing a College Education completed, click here for playback
- December 11th: Christine Benz: : Give Your Portfolio a Checkup @ 5:00 PM CST & 6:30 PM CST – Click to Register! Christine Benz, Director of Personal Finance, will help you check into your portfolio to see how healthy it actually is or if you need to evaluate new opportunities. She will help to assess and align asset allocation and then take corrective actions to improve your portfolio.