Great Tools For A Financial Advisor Or Investor Flashcards

1
Q

Index Universe

A

Screening tools for ETFs and index funds. Cost=FREE

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2
Q

FINRA

A

Has fund expense analyzed and discount search tool. Cost=Free

https://www.finra.org/investors/tools-and-calculators/using-finra-fund-analyzer

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3
Q

Market Browser

A

Monitor, chart, analyze & compare funds FOR FREE

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4
Q

MSN Money

A

Ranks performance, includes recommendations and real time performance of mutual funds

https://www.msn.com/en-us/money/listdetails/Top%2020%20Mutual%20Funds/fl-2fc833eec3f9?src=fxins&listSrc=fundamental&miid=AA1aG2wx

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5
Q

Fundgrades.com

A

grades ETFs and mutual funds ranging from A+ to F on expenses, return, and risk. It also compares the ETF/mutual fund against the universe of US stocks.

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6
Q

rydexinvestments.com

A

compares mutual funds and ETFs based on how often trades are expected and commissions are paid.

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7
Q

NBER stands for the National Bureau of ____.

A

Economic Research.

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