Value Line Now Available Online from the Library


vlogoThe great investment tool Value Line is now available on Databases A-Z tab and Search by Topic – Business and Investing as well as Hot Topics – Life Long Learning – Life Skills 101

Want to get started with investing? Check out the Value Line University which offers free information on how to get started with investing.

 

What’s new in Morningstar?


market sharesNew Sector Reports in the Markets Section

Have you explored the Markets tab of Morningstar Investment Research Center recently? You have always seen the most active stocks of the day, sector and style return data, and quarterly industry reports. Morningstar’s most recent addition is a list of detailed sector reports.

Check back each quarter for the newest research and analysis from Morningstar’s equity analysts. See a quick overview of the data and then read through specific industry updates, key investment considerations, and more. Reports are available on the following sectors: basic materials, communication services, consumer defensive, consumer cyclical, energy, financial services, health care, industrials, real estate, technology, and utilities.

While you’re logged into Morningstar Investment Research Center, don’t forget to look at the Help & Education tab for information on our database training webinars. All training sessions are available to users and are offered every month. Our next session is June 26 at 3 p.m. Central Time. Click here to attend. Call (866) 844-9418 to listen to the teleconference, and utilize the access code and password below.

Access Code: 630 837 4334
Event password: mirc

We hope you can attend to learn more about the many features of Morningstar Investment Research Center.

Money Smart Week


MlogoMoney Smart Week is just around the corner. Are you ready? During April 20-27, organizations around the country will be educating individuals on a variety of personal finance topics. Morningstar has two special events this year which you may want to view.

The first event will be Wednesday, April 24th at 5:30 p.m. Central (3:30 p.m. PDT). Morningstar’s Christine Benz and Adam Zoll will discuss how to prepare your finances for life events ranging from college planning to saving for retirement. Watch the live stream video or the recording.

If you are interested in viewing the session from home,work or bring your laptop or tablet to the library, they will be streaming the event live from this link: www.morningstar.com/goto/moneysmartweek

In addition to their regular training sessions, they are offering a special Money Smart Week training for Morningstar Investment Research Center users. Login to the webinar and call into their teleconference on Friday, April 26th at 12 p.m. Central (9 a.m. PDT). They’ll focus on navigating the database, using the screening and portfolio analysis tools, and where to find helpful information.

Webinar access directions: www.morningstar.com/goto/mswmirctraining
Call in to listen: 866-844-9418
Access Code: 736 330 5258
Password: mirc

And don’t forget to utilize their new Investing for the Long Run book – A free guide with strategies and solutions to help you shape up your personal finances.

Remember the Library offers additional Business and Investing resources on our Databases by Topic page – Business and Investing.

Are you using Morningstar Mutual Funds in the Library?


We recently were notified that Morningstar has decided to retire the print version of Morningstar Mutual Funds on December 24th but you can still access Morningstar Mutual funds in Morningstar Investment Research Center online using the Virtual Library. We do have limited licenses to the product, so if you cannot get in, wait 15-30 minutes and chances are a license will free up so you can get use it. I will be monitoring the turn-a-ways and if it’s happening too often we will add additional licenses.

If you have never used Morningstar Investment Research Center checkout the Help & Education tab. Here you will find how-to guides to print and monthly online workshops on how-to use Morningstar Investment Research Center .

Morningstar Training Tip for the Novice Investor


Morningstar’s analysis is loaded with financial jargon and ratings that are unique to Morningstar, which can present a challenge for the novice investor. Don’t let be intimidated by Morningstar’s research. Located within Morningstar is all the tools  you need to use the database and its extensive research.

The Help and Education tab of Morningstar Investment Research Center is full of helpful tips and guides for investors at all levels of expertise. For any financial terms that you are unfamiliar with, you can utilize the glossary on the Help and Education tab. Hundreds of terms are defined here using simple language and clear examples, ensuring that you understand how to interpret technical terms or data points. Directly below the glossary, users will find several methodology documents to provide deeper insight into Morningstar’s proprietary ratings. These documents will demonstrate how each rating was developed and how you should utilize the ratings to support your investment decisions.

For example, many mutual funds will have a Star Rating and an Analyst Rating. The Star Rating for mutual funds is a backward-looking measure based on a fund’s past risk- and load-adjusted return versus its category peers. The Analyst Rating is a summary of Morningstar’s forward-looking analysis of a fund. For folks who are focused on past performance, the Star Rating is a great indicator. However, for those who are interested in Morningstar analysts’ opinions on the long-term success of a fund, the Analyst Rating would be a more appropriate benchmark.

Read about these ratings and more by clicking on the methodology documents on the Help and Education tab.

As always, we offer monthly training webinars the first Thursday of each month at 11:00 a.m. Central Time.  We look forward to seeing you there!

Monthly Session
Training Webinar
June 7th @ 11:00am
Click here to attend
Dial 800-549-9585. Event password: mirc
Access Code: 308 167 0