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Finance
Databases only available in the COBA Access Labs
These COBA BUSINESS RESEARCH DATABASES include WRDS, Compustat, Center for Research in Security Prices (CRSP), EVENTUS, IBES, ORS/ROS, Research Insight, and NYSE Monthly TAQ Database.
WRDS Wharton Research Data Service
For more information, please see Cengiz Capan (ITDS), the COBA faculty representative for WRDS. The University Libraries and the College of Business Administration worked together to fund the Wharton Research Data Services (WRDS) license for UNT. The COBA now has access to WRDS. Individual WRDS accounts are offered to UNT faculty, full-time UNT research ... Available in the College of Business Administration building. See Cengiz Capan in the ITDS Department.
UNT's registered CFP program with the CFP Board of Standards
Sponsored by the University of North Texas and the Professional Development Institute. UNT's and PDI's CFP Board-Registered Programs with Certified Financial Planner Board of Standards, Inc. ("CFP Board"). The programs have been Board-Registered with the CFP since 1987. via URL
Federal Reserve Bulletin
This periodical is the most complete source for finding current U.S. banking and monetary statistics. It covers federal finance, interest rates on money and capital markets, stock market indexes, new security issues, mortgage markets, flow of funds, consumer installment credit, and interest and exchange rates. It also provides some basic U.S. business ... Current copies are on the shelves in Current Periodicals/Reserves section. Older, bound copies are on shelves in the Willis Library Lower Level. It also has electronic edition and can be accessed by e-journal in UNT library electronic resources
Security owner's stock guide (Standard & Poor's)
Data covered includes common and convertible preferred stock price range, dividend, capitalization and earnings. Mutual fund summaries are also available. HG4915. S67 [Location: General Reference shelves]
Bond Guide (Standard and Poor's Corporation)
Statistical guide on over 5,900 corporate bonds and convertibles, with the S & P bond rating for each. HG4921. S618 [Location: General Reference shelves]
How to research an old stock certificate
These web sites cover getting started, company histories, corporate records, what is Scripophily, and fee-based services.
A. M. Best publications
Best's Aggregates & Averages: Property-Casualty; Best's Insurance Reports: Life-Health Best's Insurance Reports: Property-Casualty Best's Aggregates & Averages: Property-Casualty HG8945. B481; Best's Insurance Reports: Life-Health HG8943.B3; Best's Insurance Reports: Property-Casualty HG9655.B51
Cost of capital Yearbook
Covers data through March of the year published. It compiles data from Standard & Poor's Compustat Data, organized by industries based on Standard Industry Classification (SIC) codes. The yearbook contains critical statistics needed to analyze U.S. corporations and industries. It provides industry financial information including five separate measures of ...
CRB Commodity Yearbook
Comprehensive source of commodity and futures market information. It provides critical information on more than 100 domestic and international commodities and includes seasonal patterns and historical data from the past ten years as well as current (as of the last three months) pricing and trading patterns on a monthly and annual basis. HG6046.K651 current issue [Location: General Reference shelves]
Daily Graphs: New York Stock Exchange
Published weekly by Daily Graphs. Features of the Daily Graphs include: Top Performing Industry Group Charts; Leading American Exchange Stocks; Timeliness Rating on Each Stock; Quarterly Sales & Earnings with Percent Changes; Institutional Ownership of Each Stock; Earnings Estimates and Quarterly Dividends; and Accumulation/Distribution Ratings. HG4572. D3 [Location: General Reference shelves]
Daily Stock Price Record
Separate ranges of volumes for NYSE, NASDAQ, and OTC. The Daily Price Record for these three markets is published four times a year. The Price Record includes two sections: 1.) Major technical indicators and indexes of the market, and 2.) "Daily and Weekly Stock Action", a record of stock prices on the market for a three-month period. NYSE HG 4915.I21; NASDAQ HG 4915.S61; OTC HG 4915.S6
Directory of Venture Capital
This directory is designed to help business owners, advisors and others determine if they, or their clients, are candidates for professional venture capital and, if so, which venture firms to approach. The directory includes over 600 of the nation's most active venture capital firms. The book is a resource for planning an organized, targeted search for ... HG4751.L57 2000 [Location: General Reference shelves]
Mergent bond record
Formerly known as Moody's annual bond record, this annual provides a history of a year's corporate and municipal bond rating activity, including preferred stock ratings, with a guide to bond ratings, new issues, ratings upgrades, downgrades and withdrawals during the year, issues matured, maturing or redeemed in the year, new preferred stock, and upgraded ... HG4905. M781 [Location: General Reference shelves]
Mergent corporate news reports monthly
Monthy cumulations of Moody's Bank & finance news reports ; Moody's Industrial news reports ; Moody's OTC news reports ; Moody's OTC unlisted news reports ; Moody's public utility news reports ; Moody's transportation news reports--weekly publications. HG4961.M65 [Location: General Reference shelves]
Mergent Dividend Record
Formerly Moody's Dividend Record. Covers dividend statistics such as stock splits, stockholders rights, tax status of dividends. Updated annually. HG4028. D5M61 [Location: General Reference shelves]
Mergent equity research reports
Mergent Equity Research Reports (print resource) contain individual analyst equity reports on over 4,000 large and mid-cap U.S. companies. Each company report is updated quarterly with weekly updated reports on over 100 companies. HG4028.V3.M47 [Location: General Reference shelves]
Mergent Industry Review
Formerly Moody's Industry Review, this is a comprehensive statistical reference containing key financial information, operating data, and key business ratios for approximately 3,500 companies arranged in 137 industry groups. The information is arranged by industry group so that the companies may be compared with each other, and may be measured against ... HG4961.M68 [Location: General Reference shelves]
Mergent Manuals
Mergent manuals contain brief historical information and financial information listed on U.S. stock exchanges. Other items of information include lists of subsidiaries, businesses, properties, officers, and directors. Moody's also furnishes the balance sheet, financial and operating statistics, and sometimes "Management Discussion and Analysis." Bank and Finance HG4961. M6922; Corporate News Reports (Monthly) HG4961.M65; Industrial HG4961. M72; International HG4009 .M6615; Municipal and Government HG4931. M582; OTC Industrial HG 4905. M862; OTC Unlisted HG4551. M771; Public Utility & Transportation HG4961. M733
Mergent municipal news reports monthly
Provides monthly compilations of the weekly News Reports to the Mergent Municipal and Government Manual. HG4931.M5821 [Location: General Reference shelves]
Mergent's handbook of common stocks
One page descriptions of more than 900 companies. Each listing includes a 10 year summary of financials and outlines the company's recent developments and prospects. HG4905. M816 [Location: General Reference shelves]
Million Dollar Directory / Dun & Bradstreet
Included in this five-volume directory are approximately 160,000 leading U.S. public and private companies. Also included are domestic subsidiaries of foreign corporations. Vols. 1-3 list these businesses alphabetically. Entries include D-U-N-S number, headquarters address, telephone number, annual sales, number of employees, standard industrial ... HF5035.M531 [location: General Reference shelves and at the Dallas Campus Library]
Notable Corporate Chronologies
Provides chronologies (timelines) for over 1,800 of the most significant corporations currently operating in the U.S. and abroad. Includes key dates, major product introductions, tenures of key officers, mergers and acquisitions, and major stock offerings. HG4009.N68 [location: General Reference shelves]
Standard & Poor's analysts' handbook
Annual. Financial statistics for the past 30 years for industries represented in the S & P 500 Index. Provides composite corporate per share data for Standard & Poor's industry group stock price indexes. For 100 sector/industries, the Handbook gives stock prices, volume, dividends, and more, from 1967 to date of publication. Standard & Poor's Analyst's Handbook HG4905.A66 current issue [Location: Current Periodicals/Reserves]
Standard and Poor's Register of Corporations, Directors and Executives
Volume 1 (Corporations): Alphabetical listings of approximately 55,000 corporations with address, officers, stock exchange(s) on which company is traded, annual sales, number of employees, description of principal products and more. Volume 2 (Directors and Executives): Alphabetical listing of about 70,000 individuals. Volume 3 (Indexes): Divided into seven ...
Standard & Poor's statistical service: security price index record
-Standard and Poor's price indexes include weekly figures on over 100 industries for a 10-year period and monthly averages prior to that. The service provides daily indexes for industries, railroads, and public utilities. Also provided are the composite 500 stocks (from 1930 to date); daily NYSE sales (from 1922); weekly bond indexes by rating; long-term ... HG4905.S81 [Location: General Reference shelves]
Standard & Poor's stock reports. American Stock Exchange, New York Stock Exchange, Nasdaq and regional exchanges.
Quarterly stock reports: business summary, short balance sheet, stock beta, analysis and forecasts for 3,000 companies on NYSE, ASE, and NASDAQ. Call number HG4907 .S72 [location: General Reference shelves]
Statistical service (Standard and Poor's)
Cumulative annual with monthly updates. Contains current and historical time series data on money, commodities, stock indexes, and industry indexes. Excellent for its coverage of current and basic statistics arranged in the following areas: banking and finance; production indexes and labor statistics; price indexes (commodities, producer indexes, and cost ... HC101 .S75 [Location: General Reference shelves]
Stocks, bonds, bills and inflation yearbook (SBBI yearbook)
Also known as the SBBI Yearbook, this publication by Ibbotson Associates provides a comprehensive, historical view of the performance of capital markets dating back to 1926. It contains total returns and index values for large and small company stocks, long-term corporate bonds, long- and intermediate-term government bonds, and Treasury bills and inflation. [Location: General Reference shelves]
Value of a dollar : prices and incomes in the United States, 1860-1999
This book provides data on how much things have cost from the Civil War to the present. Data include consumer expenditures, investments, food prices, income, and prices of selected commodities. [Location: General Reference shelves]
Walker's manual of penny stocks
This covers selected low priced stocks (i.e. smaller public companies). It includes numerous indices to the profiles contained in the manual (e.g. price/earning ratio, SIC Code). HG6041.W333 [Location: Willis Library General Reference; also located at Dallas Campus Library]
Walker's Manual of Unlisted Stocks
Information on approximately 500 stocks, including many trading at less than $5.00 per share. Contains one-page profiles of closely-held, unlisted companies and community banks. Includes numerous indices to the profiles contained in the manual (e.g. price/earning ratio, SIC Code). HG4501.W26 [Location: General Reference shelves]
Personal Finance -- Circulating Books in the UNT Libraries
To find circulating books in the UNT Libraries on personal finance
Value Line Research Center
Make sure you are "logged on" at the top right of the Value Line home page. Once logged in, click "Subscriber Index" at the top left of the Value Line home page. This permits access to the following Value Line products: The Ratings & Reports section contains one-page reports on approximately 1,700 companies and more than 90 industries. Each company report ...
Value Line Investment Survey - older issues on microfiche
The Microforms Department, located in the Willis Library lower level, has the Value Line microfiche from 1969 to current.
NetAdvantage - Standard and Poor's
Standard and Poors NetAdvantage is a comprehensive source of business and investment information, offering on-line access to Standard & Poors research products such as Industry Surveys, Stock Reports, Corporation Records, The Register of Corporations, Directors and Executives, The Outlook, and Mutual Fund Reports. NetAdvantage provides searching and ...
Thomson One Banker (Thomson Analytics)
Thomson One Banker conducts powerful searches against data from multiple databases and displays detailed reports and charts. Search across multiple databases for immediate access to news, quotes, earnings estimates, key financials, ratios, and growth rates for over 65,000 active and inactive global companies. The data is drawn from IBES, Worldscope, SDC, ...
ABI Inform
ABI/INFORM GLOBAL via Proquest offers full text cover-to-cover journal coverage for journals in the business and management areas. Search by publication, keyword, topic or use a guided search with boolean operators to find articles of interest. Formats include full text, text + graphics, and page image. Coverage is 1971 to present. NOTE: If you are unable ...
Business Source Complete
Business Source Complete via Ebscohost provides full text and abstracts of articles in journals, magazines, newspapers and periodicals covering a wide range of topics in business and industry. For best remote access, use Internet Explorer or FireFox.
How to do a Disclosure Search via LexisNexis Academic
Disclosure reports are available through LexisNexis, located on the UNT Libraries' Electronic Resources menu.
LexisNexis Academic
Includes News, Business, and Legal Research sections. Business information includes financial statements, accounting, taxation, industries, international business, information systems. Legal Research includes law reviews, case law, codes, and statutes for all U.S. courts and all 50 states. Start here when looking for Supreme Court decisions and Texas Cases.
NBER Working Papers
National Bureau of Economic Research (NBER) Working Papers: Nearly 500 are published each year, and many appear in scholarly journals. NBER researchers initially report their findings in scientific papers aimed at other professional economists in academic institutions, business, government, and the business media around the world. Topics: Economics, ...
Finance dictionaries in the UNT Libraries
Publishers: AMACOM, Barrons Educational Series, Wiley, Blackwell Business, Oxford University Press, and Fabozzi Associates.
Finance Encyclopedias in the UNT Libraries
Publishers include Macmillan Reference, Gale Group, Knowledge Exchange.
Finance Dictionaries and Encyclopedias in the UNT Libraries--a selected list
This list of resources includes Blackwell Encyclopedic Dictionaries, New Palgrave Dictionary of Money and Finance, Economic Indicators; also includes dictionaries of economics, real estate, and marketing.
Financial Planning Association
The Financial Planning Association connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate a professional commitment to education and a client-centered financial planning process. FPA's ...
National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals. Since 1983, NAPFA's ranks have enjoyed steady growth, operating under a strict code of ethics and our widely recognized definition of Fee-Only compensation. NAPFA members are trusted, objective financial ...
Plunkett Research Online
Provides in depth industry information on 29 industries ranging from Advertising to Wi-Fi. Analyzes trends, technologies, and statistics supplemented with market data and glossary.
Federal Reserve Economic Data (FRED)
FRED provides Federal Reserve Board statistical releases, the Beige Book, working papers, historical data file series (monthly monetary data, interest rates, reserves, CPI, exchange rates).
U. S. Department of the Treasury Home Page
The Treasury site furnishes the results of T-Bill, Note, and Bond auction results, Savings Bond information, and links to other government agencies. View the latest Tax press releases and access information about online tax filing, tax wage reporting, and tax crime. Also access important IRS tax forms. View the latest Financial Markets press releases and ...
Federal Deposit Insurance Corporation
The Federal Deposit Insurance Corporation (FDIC) is an independent agency created by the Congress that maintains the stability and public confidence in the nation’s financial system by insuring deposits, examining and supervising financial institutions, and managing receiverships. The FDIC is a leader in developing and implementing sound public policies, ...
Mortgage Bankers Association
The Mortgage Bankers Association (MBA) is the national association representing the real estate finance industry, an industry that employs more than 500,000 people in virtually every community in the country. Headquartered in Washington, D.C., MBA invests in communities across the nation by ensuring the continued strength of the nation's residential and ...
Morningstar.com
Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets. Our mission is to create great products that help investors reach their financial goals. We offer an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional ... via URL
Lipperweb.com
Lipper Inc. has earned an excellent reputation in the mutual fund industry as an independent-analysis company that provides peer-based mutual fund comparisons in the form of relative rankings. Lipper provides relative rankings of mutual funds. via URL
Fundgrades.com
FUNDGRA+DES™ is an independent proprietary research methodology developed by Financeware, Inc. and the staff of its SEC Registered Investment Adviser (DBA Wealthcare Capital Management). There are no affiliations with any fund providers, broker dealers or investment management firms that manage funds...only independent, objective perspectives. via URL
Homefair.com
Provides moving expenses calculator, salary calculator, and several financial calculators such as rent vs. buy, mortgage payments, refinancing your home, salary calculator, home affordability, move planner, and credit analyzer. Includes mortgage and salary comparisons by city, and vital statistics on both cities and school districts.
Directory of Obsolete Securities
This volume will aid the researcher not only in determining what became of companies but also indicates the value of stock at the time of merger or acquisition. Dissolutions and charter revocations are also included. The directory provides brief information on "banks and companies whose original identities have been lost as a result of one or more of the ... Located in General Reference, First Floor, Willis Library, HG4961 .D56
National Credit Union Administration
The National Credit Union Administration (NCUA) is the independent federal agency that charters and supervises federal credit unions. NCUA, backed of the full faith and credit of the U.S. government, operates the National Credit Union Share Insurance Fund (NCUSIF) insuring the savings of 80 million account holders in all federal credit unions and many ...
American Bankers Association
Founded in 1875 and now based in Washington, DC, the American Bankers Association represents banks of all sizes on issues of national importance for financial institutions and their customers. The ABA, on behalf of the more than two million men and women who work in the nation's banks, brings together all categories of banking institutions to best represent ...
Federal Reserve Bank of Dallas
Provides useful, timely information about the Federal Reserve Bank of Dallas, the Federal Reserve System, and the regional, national and global economies
Conference of State Bank Supervisors (CSBS)
Founded: 1902. Description: State officials responsible for chartering, regulating and supervising the nation's 6,220 state-chartered financial institutions and nearly 300 state-licensed branches and agencies of foreign banks; primary advocates for the state banking system nationwide. via URL
Financial Women International
Financial Women International was founded in 1921 as the National Association of Bank Women and continues to lead the way as the largest, longest-standing association devoted to the advancement of women in the financial services industry. via URL
National Association of Mortgage Brokers (NAMB)
Description: Mortgage brokers seeking to increase professionalism and to foster business relationships among members. Offers three levels of professional certification. Focuses on education and government affairs. Committees: Education; Legislative; Political Action. Divisions: Certified Mortgage Consultant. Formed by Merger of: American Institute of ... via URL
Texas Department of Savings and Mortgage Lending
Regulating State Chartered Savings Banks with combined assets of over $9 billion. Regulating over 24,000 Mortgage Brokers and Loan Officers throughout Texas. Regulating over 400 Mortgage Banking Companies.